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 42,952 shares of AVUS stock, worth $4.74 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
42,952
Previous 45,514
5.63%
Holding current value
$4.74 Million
Previous $4.59 Billion
1.75%
% of portfolio
1.43%
Previous 1.62%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
515Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$289 Million8.09% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio