True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

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 2,851 shares of AVES stock, worth $136,106. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,851
Previous 2,646 7.75%
Holding current value
$136,106
Previous $138 Million 4.53%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$46.2 - $53.09 $9,471 - $10,883
205 Added 7.75%
2,851 $132 Million
Q2 2024

Aug 14, 2024
SELL
$46.2 - $50.62 $37,791 - $41,407
-818 Reduced 23.61%
2,646 $129 Million
Q4 2023

Feb 14, 2024
SELL
$41.72 - $46.26 $73,427 - $81,417
-1,760 Reduced 33.69%
3,464 $159 Million
Q3 2023

Nov 13, 2023
BUY
$42.94 - $46.49 $224,318 - $242,863
5,224 New
5,224 $227 Million

Others Institutions Holding AVES

# of Institutions
122
Shares Held
7.74M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVES Quotes by TradingView
  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
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