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 $118 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
$118 Million
Previous $110 Million
4.66%
% of portfolio
23.1%
Previous 24.48%
Shares
17 transactions
Others Institutions Holding AVUS
# of Institutions
498Shares Held
77.5MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$388 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$359 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$315 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$268 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$234 Million9.89% of portfolio