True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History

True Wealth Design, LLC

$258 Billion
Q4 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 93,821 shares of AVUV stock, worth $8.71 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

93,821

Previous 95,476 1.73%

Holding current value

$8.71 Million

Previous $9.16 Billion 1.14%

% of portfolio

3.51%

Previous 3.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$94.37 - $106.41 $156,182 - $176,108	-1,655 Reduced 1.73%	93,821 $9.06 Billion
Q3 2024 Nov 14, 2024	SELL	$88.24 - $99.7 $4.36 Million - $4.92 Million	-49,398 Reduced 34.1%	95,476 $9.16 Billion
Q2 2024 Aug 14, 2024	SELL	$86.93 - $93.77 $6.57 Million - $7.08 Million	-75,550 Reduced 34.27%	144,874 $13 Billion
Q1 2024 May 14, 2024	BUY	$84.87 - $93.71 $288,388 - $318,426	3,398 Added 1.57%	220,424 $20.7 Billion
Q4 2023 Feb 14, 2024	BUY	$73.38 - $91.25 $3.68 Million - $4.57 Million	50,110 Added 30.02%	217,026 $19.5 Billion
Q3 2023 Nov 13, 2023	BUY	$75.9 - $84.23 $2.3 Million - $2.55 Million	30,294 Added 22.17%	166,916 $13 Billion
Q2 2023 Aug 14, 2023	BUY	$69.33 - $77.71 $2.98 Million - $3.34 Million	43,043 Added 46.0%	136,622 $10.6 Billion
Q1 2023 May 12, 2023	BUY	$70.61 - $84.06 $685,270 - $815,802	9,705 Added 11.57%	93,579 $6.93 Billion
Q4 2022 Feb 15, 2023	BUY	$68.43 - $80.54 $5.74 Million - $6.76 Million	83,874 New	83,874 $6.25 Billion

Others Institutions Holding AVUV

# of Institutions

832

Shares Held

110M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History