Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 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 72,849 shares of AVEM stock, worth $4.79 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
72,849
Previous 78,420
7.1%
Holding current value
$4.79 Million
Previous $4.55 Million
2.09%
% of portfolio
1.03%
Previous 1.08%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
429Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$933 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$537 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$204 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$147 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$147 Million5.0% of portfolio