Grand Wealth Management, LLC American Centy ETF Tr Avantis Call Options Transaction History

Grand Wealth Management, LLC

$171 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AVSD

# of Institutions

47

Shares Held

1.36M

Call Options Held

0

Put Options Held

0

Clarity Asset Management, Inc. Ames, IA

273K
Shares

$15.6 Million
11.51% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.2 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

176K
Shares

$10.1 Million
0.02% of portfolio
Merriman Wealth Management, LLC

67.7K
Shares

$3.86 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.81 Million
1.94% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

Track This Portfolio

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.