Grand Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Grand Wealth Management, LLC
- $164 Million
- Q2 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 46,459 shares of AVIG stock, worth $1.97 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
46,459
Previous 71,099
34.66%
Holding current value
$1.97 Million
Previous $2.93 Million
35.4%
% of portfolio
1.15%
Previous 1.43%
Shares
7 transactions
Others Institutions Holding AVIG
# of Institutions
96Shares Held
18.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.79MShares$203 Million0.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.34MShares$57.1 Million0.1% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$55.3 Million7.22% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.21MShares$51.3 Million4.92% of portfolio
-
Verus Financial Partners, Inc.1.2MShares$51.1 Million5.73% of portfolio