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 17,271 shares of AVES stock, worth $997,227. This represents 0.3% of its overall portfolio holdings.
Number of Shares
17,271
Previous 18,990
9.05%
Holding current value
$997,227
Previous $1.02 Billion
2.56%
% of portfolio
0.3%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding AVES
# of Institutions
142Shares Held
11MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO1.47MShares$84.8 Million0.04% of portfolio
-
Merriman Wealth Management, LLC798KShares$46.1 Million1.6% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$46 Million3.99% of portfolio
-
Empowered Funds, LLC786KShares$45.4 Million0.5% of portfolio
-
Armbruster Capital Management, Inc.346KShares$20 Million3.4% of portfolio