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 2,697 shares of AVSE stock, worth $161,415. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,697
Previous 2,938 8.2%
Holding current value
$161,415
Previous $151 Million 4.75%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$45.56 - $58.63 $10,979 - $14,129
-241 Reduced 8.2%
2,697 $158 Million
Q1 2025

May 13, 2025
BUY
$48.73 - $53.38 $62,666 - $68,646
1,286 Added 77.85%
2,938 $151 Million
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

# of Institutions
55
Shares Held
1.53M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSE Quotes by TradingView
  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
More about AVSE
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