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 47,650 shares of AVIG stock, worth $1.97 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
47,650
Previous 46,459 2.56%
Holding current value
$1.97 Million
Previous $1.89 Million 6.92%
% of portfolio
1.19%
Previous 1.15%

Shares

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

Nov 04, 2024

BUY
$40.41 - $42.73 $48,128 - $50,891
1,191 Added 2.56%
47,650 $2.03 Million
Q2 2024

Aug 08, 2024

SELL
$39.99 - $41.15 $985,353 - $1.01 Million
-24,640 Reduced 34.66%
46,459 $1.89 Million
Q1 2024

May 09, 2024

SELL
$40.74 - $41.82 $857,577 - $880,311
-21,050 Reduced 22.84%
71,099 $2.93 Million
Q4 2023

Jan 29, 2024

BUY
$38.59 - $42.0 $1.2 Million - $1.31 Million
31,139 Added 51.04%
92,149 $3.85 Million
Q3 2023

Nov 09, 2023

SELL
$39.54 - $41.49 $96,438 - $101,194
-2,439 Reduced 3.84%
61,010 $2.42 Million
Q2 2023

Aug 14, 2023

BUY
$41.06 - $42.45 $147,405 - $152,395
3,590 Added 6.0%
63,449 $2.62 Million
Q1 2023

May 10, 2023

BUY
$40.6 - $42.59 $258,337 - $271,000
6,363 Added 11.89%
59,859 $2.52 Million
Q4 2022

Feb 06, 2023

BUY
$39.43 - $42.06 $2.11 Million - $2.25 Million
53,496 New
53,496 $2.19 Million

Others Institutions Holding AVIG

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIG
  • Sector ETFs
  • Industry ETFs
More about AVIG
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.