Great Point Wealth Advisors, LLC Purchases in Q3 2024

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
18.2K
+ 1.67%
$86.27 - $95.15 $1.57M - $1.73M
1.11M $105M
DFAI
Dimensional ETF Tr

ETFs
20.3K
+ 1.66%
$28.69 - $32.06 $583K - $651K
1.24M $39.5M
DFAE
Dimensional ETF Tr

ETFs
21.9K
+ 2.13%
$24.46 - $27.82 $535K - $608K
1.05M $28.7M
AVUV
American Centy ETF Tr Avantis

ETFs
3.66K
+ 2.0%
$88.24 - $99.7 $323K - $365K
187K $17.9M
AVDV
American Centy ETF Tr Avantis

ETFs
3.51K
+ 1.73%
$62.52 - $71.12 $220K - $250K
206K $14.6M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.58K
+ 0.41%
$33.29 - $35.33 $52.5K - $55.7K
386K $13.5M
AAPL
Apple Inc.

Technology
763
+ 4.02%
$207.23 - $234.82 $158K - $179K
19.7K $4.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.41K
+ 1.11%
$50.25 - $50.74 $322K - $325K
585K $29.7M
NVDA
Nvidia Corp

Technology
2.72K
New
$98.91 - $134.91 $269K - $367K
2.72K $330K
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
New
$191.76 - $263.26 $212K - $291K
1.11K $289K
META
Meta Platforms, Inc.

Communication Services
360
New
$453.41 - $572.44 $163K - $206K
360 $206K
IEMG
Ishares Inc

ETFs
3.75K
New
$53.64 - $53.64 $201K - $201K
3.75K $201K
PG
Procter & Gamble CO

Consumer Defensive
1.16K
New
$160.76 - $177.82 $186K - $206K
1.16K $200K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.1K
+ 0.99%
$50.52 - $50.95 $157K - $158K
316K $16.1M
JNJ
Johnson & Johnson

Healthcare
421
+ 22.53%
$145.48 - $167.38 $61.2K - $70.5K
2.29K $371K
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 6.16%
$333.64 - $405.2 $21.7K - $26.3K
1.12K $453K
COST
Costco Wholesale Corp

Consumer Defensive
90
+ 37.04%
$801.83 - $917.05 $72.2K - $82.5K
333 $295K
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 2.14%
$194.9 - $224.8 $23.8K - $27.4K
5.81K $1.23M
AMZN
Amazon Com Inc

Consumer Cyclical
236
+ 6.8%
$161.02 - $200.0 $38K - $47.2K
3.71K $691K
AVGE
American Centy ETF Tr Avantis
3.21K
New
N/A
3.21K $0
MSFT
Microsoft Corp

Technology
115
+ 0.92%
$395.15 - $467.56 $45.4K - $53.8K
12.6K $5.43M
Activity Summary
Buys All Purchases 22 New Holdings 7 Increased Positions 15 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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