Grand Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Grand Wealth Management, LLC
- $164 Million
- Q2 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 129,041 shares of AVEM stock, worth $8.41 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
129,041
Previous 162,527
20.6%
Holding current value
$8.41 Million
Previous $9.42 Million
16.32%
% of portfolio
4.81%
Previous 4.6%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
429Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$924 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$532 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$202 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio