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 212,283 shares of AVDV stock, worth $14 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
212,283
Previous 206,058
3.02%
Holding current value
$14 Million
Previous $14.6 Million
5.13%
% of portfolio
3.07%
Previous 3.17%
Shares
15 transactions
Others Institutions Holding AVDV
# of Institutions
383Shares Held
81MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.13 Billion1.25% of portfolio
-
Savant Capital, LLC9.88MShares$651 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$418 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$170 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$166 Million4.07% of portfolio