Great Point Wealth Advisors, LLC New Holdings in Q3 2024

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
AVGO
Broadcom Inc.

Technology
1.21K
New
$136.27 - $1745.86 $165K - $2.11M
1.21K $208K
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
AVGE
American Centy ETF Tr Avantis
3.21K
New
N/A
3.21K $0
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
Track This Portfolio

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email