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 2,676 shares of AVSE stock, worth $175,197. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,676
Previous 2,697 0.78%
Holding current value
$175,197
Previous $158 Million 7.58%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$58.4 - $64.07 $1,226 - $1,345
-21 Reduced 0.78%
2,676 $170 Million
Q2 2025

Aug 06, 2025
SELL
$45.56 - $58.63 $10,979 - $14,129
-241 Reduced 8.2%
2,697 $158 Million
Q1 2025

May 13, 2025
BUY
$48.73 - $53.38 $62,666 - $68,646
1,286 Added 77.85%
2,938 $151 Million
Q3 2024

Nov 14, 2024
SELL
$48.92 - $56.14 $5,038 - $5,782
-103 Reduced 5.87%
1,652 $91.4 Million
Q1 2024

May 14, 2024
BUY
$45.19 - $49.53 $36,106 - $39,574
799 Added 83.58%
1,755 $86.1 Million
Q4 2023

Feb 14, 2024
BUY
$43.39 - $48.23 $41,480 - $46,107
956 New
956 $45.8 Million

Others Institutions Holding AVSE

# of Institutions
62
Shares Held
1.11M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSE Quotes by TradingView
  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
More about AVSE
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