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 69,854 shares of AVEM stock, worth $4.14 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
69,854
Previous 71,533 2.35%
Holding current value
$4.14 Million
Previous $4.62 Million 11.14%
% of portfolio
0.91%
Previous 1.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$58.59 - $66.14 $98,372 - $111,049
-1,679 Reduced 2.35%
69,854 $4.11 Million
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

# of Institutions
487
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email