Golden Bell Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Golden Bell Financial Planning LLC
- $106 Billion
- Q2 2025
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 154,150 shares of AVES stock, worth $8.62 Million. This represents 7.77% of its overall portfolio holdings.
Number of Shares
154,150
Previous 160,941
4.22%
Holding current value
$8.62 Million
Previous $7.59 Billion
8.75%
% of portfolio
7.77%
Previous 7.37%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
137Shares Held
10.9MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO1.47MShares$82.2 Million0.04% of portfolio
-
Merriman Wealth Management, LLC798KShares$44.6 Million1.6% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$44.6 Million3.99% of portfolio
-
Empowered Funds, LLC786KShares$44 Million0.5% of portfolio
-
Armbruster Capital Management, Inc.340KShares$19 Million3.31% of portfolio