Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
A detailed history of Stone Point Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Stone Point Wealth LLC holds 58,039 shares of AVDV stock, worth $3.75 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
58,039Holding current value
$3.75 Million% of portfolio
1.34%Shares
11 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.11 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$577 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$410 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$167 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$163 Million4.07% of portfolio