Great Point Wealth Advisors, LLC Reduced Holdings in Q4 2024

Great Point Wealth Advisors, LLC

  • $450 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ONON
On Holding Ag

Consumer Cyclical
-32.4K
- 46.09%
$46.3 - $59.54 $1.5M - $1.93M
37.9K $2.08M
URI
United Rentals, Inc.

Industrials
-720
- 29.17%
$704.44 - $880.32 $507K - $634K
1.75K $1.23M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-6.89K
- 8.17%
$48.87 - $53.53 $336K - $369K
77.4K $3.79M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-2.94K
- 2.92%
$154.42 - $163.91 $454K - $482K
97.8K $15.1M
AVDE
American Centy ETF Tr Avantis

ETFs
-639
- 0.73%
$60.9 - $66.69 $38.9K - $42.6K
87.2K $5.35M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-16.8K
- 4.96%
N/A
322K $10.1M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-527
- 0.66%
$62.71 - $68.47 $33K - $36.1K
79.9K $5.03M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.68K
- 2.35%
$58.59 - $66.14 $98.4K - $111K
69.9K $4.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-713
- 0.69%
$38.37 - $42.82 $27.4K - $30.5K
103K $3.94M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-4.81K
- 7.29%
$61.21 - $68.19 $294K - $328K
61.1K $3.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.17K
- 2.24%
$44.04 - $49.49 $51.7K - $58.1K
51.3K $2.26M
MSFT
Microsoft Corp

Technology
-160
- 1.27%
$406.35 - $454.46 $65K - $72.7K
12.5K $5.25M
IEFA
Ishares Tr

ETFs
-46
- 0.25%
$70.06 - $77.43 $3.22K - $3.56K
18.7K $1.31M
JNJ
Johnson & Johnson

Healthcare
-399
- 17.42%
$143.34 - $165.86 $57.2K - $66.2K
1.89K $273K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-286
- 1.88%
$113.92 - $127.38 $32.6K - $36.4K
14.9K $1.72M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1
- -0.0%
$26.18 - $28.77 $26.2 - $28.8
21.4K $567K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-684
- 1.71%
$63.58 - $71.15 $43.5K - $48.7K
39.2K $2.55M
VV
Vanguard Large Cap ETF

ETFs
-276
- 3.74%
$260.27 - $280.65 $71.8K - $77.5K
7.11K $1.92M
AOA
Ishares Tr Core Aggressive All

ETFs
-34
- 0.49%
$76.61 - $79.88 $2.6K - $2.72K
6.9K $528K
Pimco ETF Tr
-988
- 1.92%
N/A
50.5K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.74%
$567.81 - $607.81 $2.84K - $3.04K
670 $392K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-241
- 1.19%
$124.26 - $134.12 $29.9K - $32.3K
20K $2.58M
VTI
Vanguard Total Stock Market Et

ETFs
-563
- 1.39%
$280.04 - $302.45 $158K - $170K
39.9K $11.6M
DFAU
Dimensional ETF Tr

ETFs
-1.79K
- 0.55%
$39.27 - $42.38 $70.3K - $75.9K
322K $13.1M
GOOG
Alphabet Inc.

Communication Services
-32
- 0.24%
$163.08 - $198.16 $5.22K - $6.34K
13.2K $2.52M
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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