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 2,800 shares of AVSD stock, worth $159,012. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,800
Previous 2,800 -0.0%
Holding current value
$159,012
Previous $155,000 9.03%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$54.31 - $58.32 $39,103 - $41,990
-720 Reduced 20.45%
2,800 $155,000
Q4 2023

Jan 29, 2024
BUY
$46.27 - $54.0 $33,314 - $38,880
720 Added 25.71%
3,520 $189,000
Q3 2023

Nov 09, 2023
BUY
$48.7 - $53.0 $136,360 - $148,400
2,800 New
2,800 $137,000

Others Institutions Holding AVSD

# of Institutions
48
Shares Held
1.36M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSD Quotes by TradingView
  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email