Grand Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Grand Wealth Management, LLC
- $205 Million
- Q1 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 3,520 shares of AVSD stock, worth $199,971. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,520
Previous 3,520
-0.0%
Holding current value
$199,971
Previous $189,000
5.82%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AVSD
# of Institutions
50Shares Held
1.34MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA264KShares$15 Million10.38% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Old Mission Capital LLC93.3KShares$5.3 Million0.14% of portfolio
-
Merriman Wealth Management, LLC71.7KShares$4.07 Million0.19% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.8 Million1.94% of portfolio