Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 191,198 shares of AVUV stock, worth $17.6 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
191,198
Previous 186,964
2.26%
Holding current value
$17.6 Million
Previous $17.9 Million
2.88%
% of portfolio
4.1%
Previous 3.9%
Shares
15 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$736 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$324 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$248 Million15.25% of portfolio