True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History
True Wealth Design, LLC
- $284 Billion
- Q2 2025
A detailed history of True Wealth Design, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, True Wealth Design, LLC holds 18,990 shares of AVES stock, worth $1.05 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
18,990
Previous 2,851
566.08%
Holding current value
$1.05 Million
Previous $134 Million
656.26%
% of portfolio
0.36%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding AVES
# of Institutions
134Shares Held
9.82MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO957KShares$52.7 Million0.03% of portfolio
-
Merriman Wealth Management, LLC798KShares$44 Million1.6% of portfolio
-
Empowered Funds, LLC797KShares$43.9 Million0.56% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$43.9 Million3.99% of portfolio
-
Armbruster Capital Management, Inc.340KShares$18.7 Million3.31% of portfolio