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 62,467 shares of AVUV stock, worth $6.24 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
62,467Holding current value
$6.24 Million% of portfolio
1.96%Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
758Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio