Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 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 183,305 shares of AVUV stock, worth $17.3 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
183,305
Previous 172,899
6.02%
Holding current value
$17.3 Million
Previous $16.2 Million
1.51%
% of portfolio
3.82%
Previous 3.85%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
672Shares Held
88.1MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$546 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$345 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$321 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$280 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$258 Million15.17% of portfolio