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

True Wealth Design, LLC

$401 Billion
Q1 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 143 shares of AVSD stock, worth $8,069. This represents 0.0% of its overall portfolio holdings.

Number of Shares

143

Holding current value

$8,069

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$52.01 - $57.02 $7,437 - $8,153	143 New	143 $8.14 Million

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.34M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

264K
Shares

$14.9 Million
10.38% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.1 Million
1.35% of portfolio
Old Mission Capital LLC

93.3K
Shares

$5.27 Million
0.14% of portfolio
Merriman Wealth Management, LLC

71.7K
Shares

$4.05 Million
0.19% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.77 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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