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 1,356 shares of AVSD stock, worth $97,862. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,356
Previous 1,373
1.24%
Holding current value
$97,862
Previous $98.2 Million
2.5%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding AVSD
# of Institutions
73Shares Held
1.58MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA217KShares$15.7 Million1.35% of portfolio
-
Clarity Asset Management, Inc. Ames, IA207KShares$15 Million8.32% of portfolio
-
Ci Private Wealth, LLC Miami, FL136KShares$9.82 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.93 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.83 Million1.94% of portfolio