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 197,174 shares of AVUV stock, worth $17.6 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
197,174
Previous 191,198
3.13%
Holding current value
$17.6 Million
Previous $18.5 Million
6.88%
% of portfolio
3.78%
Previous 4.1%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio