True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History

True Wealth Design, LLC

$256 Billion
Q3 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 20,931 shares of AVUS stock, worth $2.1 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

20,931

Previous 65,624 68.1%

Holding current value

$2.1 Million

Previous $5.92 Billion 66.35%

% of portfolio

0.78%

Previous 1.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$86.27 - $95.15 $3.86 Million - $4.25 Million	-44,693 Reduced 68.1%	20,931 $1.99 Billion
Q2 2024 Aug 14, 2024	SELL	$84.59 - $90.63 $105,229 - $112,743	-1,244 Reduced 1.86%	65,624 $5.92 Billion
Q1 2024 May 14, 2024	SELL	$79.93 - $89.5 $281,913 - $315,666	-3,527 Reduced 5.01%	66,868 $5.98 Billion
Q4 2023 Feb 14, 2024	SELL	$69.78 - $82.0 $30,424 - $35,752	-436 Reduced 0.62%	70,395 $5.74 Billion
Q3 2023 Nov 13, 2023	BUY	$72.72 - $78.49 $71,629 - $77,312	985 Added 1.41%	70,831 $5.19 Billion
Q2 2023 Aug 14, 2023	SELL	$68.92 - $75.19 $100,967 - $110,153	-1,465 Reduced 2.05%	69,846 $5.25 Billion
Q1 2023 May 12, 2023	BUY	$67.42 - $74.29 $220,935 - $243,448	3,277 Added 4.82%	71,311 $5.05 Billion
Q4 2022 Feb 15, 2023	BUY	$63.25 - $72.69 $4.3 Million - $4.95 Million	68,034 New	68,034 $4.63 Billion

Others Institutions Holding AVUS

# of Institutions

414

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History