Great Point Wealth Advisors, LLC Reduced Holdings in Q3 2024

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
-54.2K
- 9.51%
$28.75 - $29.46 $1.56M - $1.6M
516K $15.2M
GOOG
Alphabet Inc.

Communication Services
-687
- 4.93%
$149.54 - $192.66 $103K - $132K
13.2K $2.21M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.53K
- 3.46%
$50.61 - $50.96 $280K - $282K
154K $7.86M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.43K
- 0.71%
N/A
339K $10.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.43K
- 22.26%
$44.65 - $47.21 $63.8K - $67.5K
4.99K $233K
VV
Vanguard Large Cap ETF

ETFs
-514
- 6.51%
$236.92 - $263.4 $122K - $135K
7.39K $1.94M
Pimco ETF Tr
-4.03K
- 7.27%
N/A
51.5K $0
EEM
Ishares Msci Emerging Markets

ETFs
-47
- 0.88%
$40.42 - $46.7 $1.9K - $2.19K
5.28K $242K
VEA
Vanguard Ftse Developed Market

ETFs
-469
- 3.66%
$47.6 - $53.31 $22.3K - $25K
12.3K $651K
DISV
Dimensional ETF Tr Dimensional

ETFs
-16
- 0.07%
$26.06 - $29.18 $417 - $467
21.4K $621K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-232
- 1.13%
$113.41 - $125.62 $26.3K - $29.1K
20.3K $2.55M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-223
- 1.03%
$60.13 - $68.17 $13.4K - $15.2K
21.4K $1.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-216
- 1.4%
$105.53 - $118.34 $22.8K - $25.6K
15.2K $1.78M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.42K
- 4.79%
$60.09 - $67.67 $265K - $299K
87.8K $5.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.55K
- 2.86%
$41.9 - $48.26 $64.8K - $74.6K
52.5K $2.51M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-497
- 0.59%
$48.46 - $54.37 $24.1K - $27K
84.3K $4.53M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-369
- 0.92%
$59.25 - $65.33 $21.9K - $24.1K
39.9K $2.59M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.32K
- 1.81%
$57.2 - $65.59 $75.3K - $86.3K
71.5K $4.62M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.84K
- 2.72%
$56.83 - $62.44 $105K - $115K
65.9K $4.11M
URI
United Rentals, Inc.

Industrials
-279
- 10.16%
$627.41 - $814.1 $175K - $227K
2.47K $2M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2.08K
- 0.4%
$24.39 - $25.28 $50.8K - $52.6K
520K $13.1M
VTI
Vanguard Total Stock Market Et

ETFs
-1.22K
- 2.91%
$255.18 - $283.2 $310K - $344K
40.5K $11.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-394
- 0.38%
$36.02 - $41.68 $14.2K - $16.4K
103K $4.27M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-320
- 0.4%
$61.97 - $69.37 $19.8K - $22.2K
80.4K $5.55M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-2.25K
- 2.18%
$144.27 - $157.55 $324K - $354K
101K $15.9M
DFAU
Dimensional ETF Tr

ETFs
-299
- 0.09%
$35.8 - $39.69 $10.7K - $11.9K
324K $12.9M
Activity Summary
Buys All Purchases 22 New Holdings 7 Increased Positions 15 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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