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 177 shares of AVSD stock, worth $10,662. This represents 0.0% of its overall portfolio holdings.
Number of Shares
177
Previous 143
23.78%
Holding current value
$10,662
Previous $8.66 Million
13.76%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVSD
# of Institutions
54Shares Held
1.42MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA276KShares$16.7 Million10.02% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$12.1 Million1.19% of portfolio
-
Ci Private Wealth, LLC Miami, FL181KShares$10.9 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.12 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.03 Million1.94% of portfolio