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 56,538 shares of AVUV stock, worth $5.56 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
56,538Holding current value
$5.56 Million% of portfolio
5.49%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$608 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$310 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$267 Million15.21% of portfolio