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 1,373 shares of AVSD stock, worth $94,682. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,373
Previous 1,534
10.5%
Holding current value
$94,682
Previous $92 Million
0.81%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding AVSD
# of Institutions
67Shares Held
2.15MCall Options Held
0Put Options Held
0-
Maseco LLP London,660KShares$45.5 Million1.69% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA216KShares$14.9 Million1.38% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$13 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$6.13 Million0.0% of portfolio