Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
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 87,182 shares of AVDE stock, worth $5.86 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
87,182
Previous 87,821
0.73%
Holding current value
$5.86 Million
Previous $5.89 Million
9.11%
% of portfolio
1.19%
Previous 1.28%
Shares
13 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$411 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$331 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$306 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio