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 1,136,569 shares of AVUS stock, worth $112 Million. This represents 24.48% of its overall portfolio holdings.
Number of Shares
1,136,569
Previous 1,106,513
2.72%
Holding current value
$112 Million
Previous $105 Million
4.64%
% of portfolio
24.48%
Previous 22.92%
Shares
16 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$350 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$222 Million9.89% of portfolio