Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $199 Billion
- Q4 2024
A detailed history of Trellis Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 259,635 shares of AVDE stock, worth $17.7 Million. This represents 8.01% of its overall portfolio holdings.
Number of Shares
259,635
Previous 254,560
1.99%
Holding current value
$17.7 Million
Previous $17.1 Billion
6.62%
% of portfolio
8.01%
Previous 8.54%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$416 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$336 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$333 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$230 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$181 Million17.59% of portfolio