True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 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 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
Others Institutions Holding AVSE
# of Institutions
36Shares Held
681KCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL149KShares$7.7 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$4.96 Million0.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL71.9KShares$3.71 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY44.9KShares$2.32 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC40.8KShares$2.11 Million0.0% of portfolio