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 114,925 shares of AVUS stock, worth $11.1 Million. This represents 6.32% of its overall portfolio holdings.
Number of Shares
114,925
Previous 133,399
13.85%
Holding current value
$11.1 Million
Previous $11.9 Million
13.18%
% of portfolio
6.32%
Previous 5.84%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
388Shares Held
76.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.38 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$327 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$293 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$281 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$217 Million9.89% of portfolio