Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Great Point Wealth Advisors, LLC
- $455 Million
- Q1 2025
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 1,136,946 shares of AVUS stock, worth $103 Million. This represents 23.1% of its overall portfolio holdings.
Number of Shares
1,136,946
Previous 1,136,569
0.03%
Holding current value
$103 Million
Previous $110 Million
4.66%
% of portfolio
23.1%
Previous 24.48%
Shares
17 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
68.2MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio