Grand Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q4 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 3,058 shares of AVUV stock, worth $265,893. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,058
Previous 3,057
0.03%
Holding current value
$265,893
Previous $293,000
0.68%
% of portfolio
0.17%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio