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 |
|---|
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.1 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$14.9 Million0.02% of portfolio