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

True Wealth Design, LLC

  • $263 Billion
  • Q1 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 1,534 shares of AVSD stock, worth $102,041. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,534
Previous 177 766.67%
Holding current value
$102,041
Previous $9.86 Million 833.54%
% of portfolio
0.04%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$54.89 - $62.11 $74,485 - $84,283
1,357 Added 766.67%
1,534 $92 Million
Q4 2024

Feb 14, 2025
BUY
$55.57 - $59.89 $1,889 - $2,036
34 Added 23.78%
177 $9.86 Million
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
62
Shares Held
1.42M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSD Quotes by TradingView
  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email