Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Great Point Wealth Advisors, LLC
- $421 Million
- Q1 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 94,575 shares of AVDE stock, worth $5.97 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
94,575
Previous 98,751
4.23%
Holding current value
$5.97 Million
Previous $5.97 Million
1.02%
% of portfolio
1.43%
Previous 1.56%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
328Shares Held
58.6MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$282 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$274 Million0.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$155 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$135 Million17.53% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$114 Million5.8% of portfolio