Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Great Point Wealth Advisors, LLC

$497 Million
Q3 2025

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 192,318 shares of AVDV stock, worth $17.2 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares

192,318

Previous 209,508 8.2%

Holding current value

$17.2 Million

Previous $14.6 Million 17.19%

% of portfolio

3.45%

Previous 3.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$79.24 - $89.03 $1.36 Million - $1.53 Million	-17,190 Reduced 8.2%	192,318 $17.1 Million
Q1 2025 Apr 28, 2025	SELL	$63.74 - $71.96 $176,878 - $199,688	-2,775 Reduced 1.31%	209,508 $14.6 Million
Q4 2024 Jan 24, 2025	BUY	$63.85 - $70.4 $397,466 - $438,240	6,225 Added 3.02%	212,283 $13.8 Million
Q3 2024 Oct 18, 2024	BUY	$62.52 - $71.12 $219,695 - $249,915	3,514 Added 1.73%	206,058 $14.6 Million
Q2 2024 Jul 29, 2024	BUY	$63.81 - $68.36 $182,560 - $195,577	2,861 Added 1.43%	202,544 $13.2 Million
Q1 2024 May 09, 2024	BUY	$59.95 - $65.89 $1.24 Million - $1.36 Million	20,601 Added 11.5%	199,683 $13.2 Million
Q4 2023 Jan 22, 2024	BUY	$54.34 - $62.7 $170,301 - $196,501	3,134 Added 1.78%	179,082 $11.2 Million
Q3 2023 Oct 13, 2023	BUY	$56.69 - $60.91 $348,700 - $374,657	6,151 Added 3.62%	175,948 $10.2 Million
Q2 2023 Aug 02, 2023	BUY	$56.07 - $60.13 $250,520 - $268,660	4,468 Added 2.7%	169,797 $9.77 Million
Q1 2023 May 12, 2023	BUY	$55.2 - $60.58 $235,980 - $258,979	4,275 Added 2.65%	165,329 $9.67 Million
Q4 2022 Feb 07, 2023	BUY	$47.39 - $57.3 $506,267 - $612,135	10,683 Added 7.1%	161,054 $8.91 Million
Q3 2022 Nov 09, 2022	BUY	$47.02 - $57.29 $1.55 Million - $1.89 Million	33,040 Added 28.16%	150,371 $7.14 Million
Q2 2022 Aug 25, 2022	SELL	$52.51 - $63.48 $537,439 - $649,717	-10,235 Reduced 8.02%	117,331 $6.19 Million
Q1 2022 May 03, 2022	BUY	$57.89 - $66.21 $478,055 - $546,762	8,258 Added 6.92%	127,566 $7.98 Million
Q4 2021 Feb 09, 2022	BUY	$61.47 - $67.38 $347,489 - $380,899	5,653 Added 4.97%	119,308 $7.7 Million
Q3 2021 Nov 03, 2021	BUY	$62.22 - $67.58 $272,585 - $296,067	4,381 Added 4.01%	113,655 $7.34 Million
Q2 2021 Aug 12, 2021	BUY	$63.07 - $67.81 $6.89 Million - $7.41 Million	109,274 New	109,274 $7.07 Million

Others Institutions Holding AVDV

# of Institutions

523

Shares Held

113M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

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.

Account

Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History