Grand Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
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 33,699 shares of AVIG stock, worth $1.41 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
33,699
Previous 33,597
0.3%
Holding current value
$1.41 Million
Previous $1.4 Million
1.43%
% of portfolio
0.74%
Previous 0.78%
Shares
12 transactions
Others Institutions Holding AVIG
# of Institutions
136Shares Held
27.1MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC5.11MShares$214 Million1.59% of portfolio
-
Envestnet Asset Management Inc1.61MShares$67.3 Million0.02% of portfolio
-
Verus Financial Partners, Inc.1.4MShares$58.7 Million5.73% of portfolio
-
Morgan Stanley New York, NY1.34MShares$56 Million0.0% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.28MShares$53.8 Million6.58% of portfolio