True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History
True Wealth Design, LLC
- $341 Billion
- Q4 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 90,754 shares of AVUV stock, worth $8.86 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
90,754
Previous 91,107
0.39%
Holding current value
$8.86 Million
Previous $9.07 Billion
2.07%
% of portfolio
2.71%
Previous 2.77%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio