True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 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 2,059 shares of AVSU stock, worth $152,160. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,059
Previous 2,059
-0.0%
Holding current value
$152,160
Previous $141 Million
7.24%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AVSU
# of Institutions
78Shares Held
2.86MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA422KShares$31.2 Million17.43% of portfolio
-
Merriman Wealth Management, LLC319KShares$23.6 Million0.92% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$11.6 Million4.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC145KShares$10.7 Million0.02% of portfolio
-
Highland Financial Advisors, LLC135KShares$10 Million2.88% of portfolio