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 71,533 shares of AVEM stock, worth $4.6 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
71,533
Previous 72,849 1.81%
Holding current value
$4.6 Million
Previous $4.45 Million 3.84%
% of portfolio
1.01%
Previous 1.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$57.2 - $65.59 $75,275 - $86,316
-1,316 Reduced 1.81%
71,533 $4.62 Million
Q2 2024

Jul 29, 2024

SELL
$56.42 - $62.42 $314,315 - $347,741
-5,571 Reduced 7.1%
72,849 $4.45 Million
Q1 2024

May 09, 2024

SELL
$53.02 - $58.54 $2,438 - $2,692
-46 Reduced 0.06%
78,420 $4.55 Million
Q4 2023

Jan 22, 2024

SELL
$51.0 - $56.39 $10,965 - $12,123
-215 Reduced 0.27%
78,466 $4.42 Million
Q3 2023

Oct 13, 2023

BUY
$52.44 - $57.3 $115,053 - $125,716
2,194 Added 2.87%
78,681 $4.15 Million
Q2 2023

Aug 02, 2023

SELL
$51.46 - $55.92 $1,955 - $2,124
-38 Reduced 0.05%
76,487 $4.12 Million
Q1 2023

May 12, 2023

SELL
$50.27 - $56.2 $34,434 - $38,497
-685 Reduced 0.89%
76,525 $4.05 Million
Q4 2022

Feb 07, 2023

BUY
$44.87 - $52.64 $1.36 Million - $1.6 Million
30,305 Added 64.61%
77,210 $3.9 Million
Q3 2022

Nov 09, 2022

SELL
$45.9 - $53.37 $720,584 - $837,855
-15,699 Reduced 25.08%
46,905 $2.15 Million
Q2 2022

Aug 25, 2022

BUY
$51.44 - $61.32 $3.01 Million - $3.59 Million
58,595 Added 1461.59%
62,604 $3.26 Million
Q1 2022

May 03, 2022

SELL
$54.87 - $65.28 $5.12 Million - $6.1 Million
-93,375 Reduced 95.88%
4,009 $238,000
Q4 2021

Feb 09, 2022

BUY
$60.96 - $66.61 $691,347 - $755,424
11,341 Added 13.18%
97,384 $6.17 Million
Q3 2021

Nov 03, 2021

BUY
$63.1 - $69.23 $499,121 - $547,609
7,910 Added 10.12%
86,043 $5.55 Million
Q2 2021

Aug 12, 2021

BUY
$65.38 - $70.46 $5.11 Million - $5.51 Million
78,133 New
78,133 $5.44 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.