Goldstone Financial Group, LLC American Centy ETF Tr Avantis Transaction History
Goldstone Financial Group, LLC
- $638 Billion
- Q4 2024
A detailed history of Goldstone Financial Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 31,759 shares of AVUV stock, worth $2.77 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
31,759
Previous 25,698
23.59%
Holding current value
$2.77 Million
Previous $2.47 Billion
24.33%
% of portfolio
0.48%
Previous 0.43%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$696 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$361 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$307 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$302 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$235 Million15.25% of portfolio