Grand Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Grand Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Grand Wealth Management, LLC holds 136,176 shares of AVEM stock, worth $8.15 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
136,176
Previous 129,041 5.53%
Holding current value
$8.15 Million
Previous $7.88 Million 11.58%
% of portfolio
5.15%
Previous 4.81%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$57.2 - $65.59 $408,122 - $467,984
7,135 Added 5.53%
136,176 $8.8 Million
Q2 2024

Aug 08, 2024
SELL
$56.42 - $62.42 $1.89 Million - $2.09 Million
-33,486 Reduced 20.6%
129,041 $7.88 Million
Q1 2024

May 09, 2024
BUY
$53.02 - $58.54 $1.03 Million - $1.14 Million
19,457 Added 13.6%
162,527 $9.42 Million
Q4 2023

Jan 29, 2024
BUY
$51.0 - $56.39 $934,728 - $1.03 Million
18,328 Added 14.69%
143,070 $8.07 Million
Q3 2023

Nov 09, 2023
SELL
$52.44 - $57.3 $472,694 - $516,502
-9,014 Reduced 6.74%
124,742 $6.59 Million
Q2 2023

Aug 14, 2023
BUY
$51.46 - $55.92 $314,214 - $341,447
6,106 Added 4.78%
133,756 $7.2 Million
Q1 2023

May 10, 2023
BUY
$50.27 - $56.2 $609,473 - $681,368
12,124 Added 10.49%
127,650 $6.75 Million
Q4 2022

Feb 06, 2023
BUY
$44.87 - $52.64 $1.68 Million - $1.97 Million
37,398 Added 47.87%
115,526 $5.83 Million
Q3 2022

Nov 08, 2022
BUY
$45.9 - $53.37 $1.03 Million - $1.19 Million
22,335 Added 40.03%
78,128 $3.59 Million
Q2 2022

Aug 25, 2022
BUY
$51.44 - $61.32 $850,766 - $1.01 Million
16,539 Added 42.13%
55,793 $2.9 Million
Q1 2022

Aug 25, 2022
BUY
$54.87 - $65.28 $213,444 - $253,939
3,890 Added 11.0%
39,254 $2.33 Million
Q4 2021

Aug 25, 2022
BUY
$60.96 - $66.61 $2.16 Million - $2.36 Million
35,364 New
35,364 $2.24 Million

Others Institutions Holding AVEM

# of Institutions
469
Shares Held
99.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Grand Wealth Management, LLC Portfolio

Follow Grand Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grand Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email