Grand Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Grand Wealth Management, LLC
- $180 Million
- Q2 2025
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 2,800 shares of AVSD stock, worth $193,087. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,800
Previous 2,800
-0.0%
Holding current value
$193,087
Previous $167,000
13.17%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding AVSD
# of Institutions
67Shares Held
2.15MCall Options Held
0Put Options Held
0-
Maseco LLP London,660KShares$45.5 Million1.69% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA216KShares$14.9 Million1.38% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$13 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$6.13 Million0.0% of portfolio