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 $159,740. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,800
Previous 2,800
-0.0%
Holding current value
$159,740
Previous $155,000
9.03%
% of portfolio
0.1%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding AVSD
# of Institutions
47Shares Held
1.36MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA273KShares$15.6 Million11.51% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Ci Private Wealth, LLC Miami, FL176KShares$10.1 Million0.02% of portfolio
-
Merriman Wealth Management, LLC67.7KShares$3.86 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.81 Million1.94% of portfolio