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 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
Others Institutions Holding AVIG
# of Institutions
106Shares Held
20.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.79MShares$198 Million0.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.34MShares$55.5 Million0.1% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$53.8 Million7.22% of portfolio
-
Verus Financial Partners, Inc.1.25MShares$51.6 Million5.82% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.19MShares$49.1 Million5.0% of portfolio