True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 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 1,373 shares of AVSD stock, worth $99,089. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,373
Previous 1,373
-0.0%
Holding current value
$99,089
Previous $92.8 Million
5.92%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AVSD
# of Institutions
72Shares Held
1.55MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA217KShares$15.7 Million1.35% of portfolio
-
Clarity Asset Management, Inc. Ames, IA207KShares$15 Million8.32% of portfolio
-
Ci Private Wealth, LLC Miami, FL136KShares$9.82 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.93 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.83 Million1.94% of portfolio