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 69,854 shares of AVEM stock, worth $4.27 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
69,854
Previous 71,533
2.35%
Holding current value
$4.27 Million
Previous $4.62 Million
11.14%
% of portfolio
0.91%
Previous 1.01%
Shares
15 transactions
Others Institutions Holding AVEM
# of Institutions
520Shares Held
113MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$912 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$491 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$305 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$177 Million0.55% of portfolio