Great Point Wealth Advisors, LLC Portfolio Holdings
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 2024
Great Point Wealth Advisors, LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $430 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $98.2M, Dimensional ETF Tr with a value of $36.3M, Jp Morgan ETF Tr Ultra Short I with a value of $29.2M, Dimensional ETF Tr with a value of $26.5M, and Bright Horizons Family Solutions Inc. with a value of $22.2M.
Examining the 13F form we can see an increase of $8.79M in the current position value, from $421M to 430M.
Great Point Wealth Advisors, LLC is based out at Boston, MA
Below you can find more details about Great Point Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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