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 1,051,625 shares of AVUS stock, worth $95.3 Million. This represents 22.34% of its overall portfolio holdings.
Number of Shares
1,051,625
Previous 838,562
25.41%
Holding current value
$95.3 Million
Previous $68.4 Million
37.63%
% of portfolio
22.34%
Previous 17.89%
Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
362Shares Held
59.9MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA3.04MShares$276 Million36.5% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$251 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.71MShares$246 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.73MShares$157 Million0.25% of portfolio