Golden State Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 355 shares of AVUV stock, worth $35,453. This represents 0.0% of its overall portfolio holdings.
Number of Shares
355
Previous 355
-0.0%
Holding current value
$35,453
Previous $30.9 Million
4.51%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio