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 82,836 shares of AVUS stock, worth $7.16 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
82,836
Previous 109,433
24.3%
Holding current value
$7.16 Million
Previous $10.4 Million
22.89%
% of portfolio
4.68%
Previous 6.1%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.73 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$279 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$264 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$201 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$195 Million9.89% of portfolio