Trellis Wealth Advisors LLC
Position in AVSE — Avantis Responsible Emerging Markets Equity ETF
CIK 1989031
San Luis Obispo, CA
All Filings in AVSE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AVSE | $569,164 | 8,550 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 AVSE | $580,320 | 8,932 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 AVSE | $567,208 | 8,923 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 AVSE | $525,902 | 8,970 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 AVSE | $460,570 | 8,964 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 AVSE | $452,063 | 8,964 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 AVSE | $500,867 | 9,054 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 AVSE | $468,553 | 9,054 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 AVSE | $443,993 | 9,050 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 AVSE | $434,001 | 9,050 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||