Golden State Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 85 shares of AVDV stock, worth $7,666. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85
Previous 85
-0.0%
Holding current value
$7,666
Previous $6.79 Million
12.31%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
565Shares Held
118MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio