Golden Bell Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
A detailed history of Golden Bell Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 161,560 shares of AVES stock, worth $7.48 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
161,560Holding current value
$7.48 Million% of portfolio
7.5%Shares
1 transactions
Others Institutions Holding AVES
# of Institutions
113Shares Held
7.05MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$35.8 Million1.71% of portfolio
-
Empowered Funds, LLC756KShares$35 Million0.53% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.4 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.311KShares$14.4 Million2.93% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.2 Million0.07% of portfolio