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 1,652 shares of AVSE stock, worth $85,358. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,652
Previous 1,755 5.87%
Holding current value
$85,358
Previous $90.8 Million 0.62%
% of portfolio
0.04%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$48.92 - $56.14 $5,038 - $5,782
-103 Reduced 5.87%
1,652 $91.4 Million
Q1 2024

May 14, 2024

BUY
$45.19 - $49.53 $36,106 - $39,574
799 Added 83.58%
1,755 $86.1 Million
Q4 2023

Feb 14, 2024

BUY
$43.39 - $48.23 $41,480 - $46,107
956 New
956 $45.8 Million

Others Institutions Holding AVSE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
More about AVSE
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