Great Point Wealth Advisors, LLC Closed Holding Positions

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2022 Filed on Nov 09, 2022
5,075
$44.35 - $52.71 $225K - $268K
MPC
Marathon Petroleum Corp

Energy
Q2 2022 Filed on Aug 25, 2022
2,400
$82.21 - $113.65 $197K - $273K
GAL
Ssga Active ETF Tr

ETFs
Q2 2022 Filed on Aug 25, 2022
5,008
$38.89 - $44.38 $195K - $222K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 03, 2022
6,314
N/A
BX
Blackstone Inc.

Financial Services
Q1 2022 Filed on May 03, 2022
4,000
$108.62 - $137.98 $434K - $552K
CG
Carlyle Group Inc.

Financial Services
Q1 2022 Filed on May 03, 2022
6,000
$40.59 - $55.57 $244K - $333K
INTC
Intel Corp

Technology
Q1 2022 Filed on May 03, 2022
7,210
$44.4 - $55.91 $320K - $403K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2022 Filed on May 03, 2022
1,161
$151.14 - $183.81 $175K - $213K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2021 Filed on Feb 09, 2022
12,902
$55.21 - $57.77 $712K - $745K
CIM
Chimera Investment Corp

Real Estate
Q4 2021 Filed on Feb 09, 2022
14,770
$14.49 - $16.8 $214K - $248K
Michaels Cos Inc
Q2 2021 Filed on Aug 12, 2021
9,289
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
4,600
$50.73 - $50.82 $233K - $234K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
10,453
$96.39 - $101.59 $1.01M - $1.06M
Fiat Chrysler Automobiles N
Q1 2021 Filed on May 11, 2021
100,000
N/A
RODM
Hartford Multifactor Developed

ETFs
Q1 2021 Filed on May 11, 2021
7,992
$28.2 - $30.0 $225K - $240K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 11, 2021
7,772
$36.13 - $37.14 $281K - $289K
Wisdomtree Tr
Q4 2020 Filed on Jan 29, 2021
14,839
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q4 2020 Filed on Jan 29, 2021
14,829
$15.67 - $21.61 $232K - $320K
Crane CO
Q4 2020 Filed on Jan 29, 2021
4,695
N/A
Travelers Companies Inc
Q4 2020 Filed on Jan 29, 2021
1,775
N/A
EURN
Euronav Nv

Energy
Q4 2020 Filed on Jan 29, 2021
125,000
$7.36 - $9.18 $920K - $1.15M
Direxion Shs ETF Tr
Q4 2020 Filed on Jan 29, 2021
189,000
N/A
DHT
Dht Holdings, Inc.

Energy
Q4 2020 Filed on Jan 29, 2021
100,000
$4.76 - $5.65 $476K - $565K
Atento S A
Q1 2020 Filed on May 13, 2020
11,672
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 13, 2020
5,297
$105.05 - $134.27 $556K - $711K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2020 Filed on May 13, 2020
12,978
$48.23 - $51.34 $626K - $666K
AAL
American Airlines Group Inc.

Industrials
Q1 2020 Filed on May 13, 2020
15,065
$10.25 - $30.47 $154K - $459K
OKE
Oneok Inc

Energy
Q1 2020 Filed on May 13, 2020
6,055
$15.37 - $77.52 $93.1K - $469K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
3,760
$41.02 - $59.59 $154K - $224K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2019 Filed on Oct 17, 2019
10,725
$183.17 - $198.52 $1.96M - $2.13M
Seagate Technology PLC
Q2 2019 Filed on Aug 06, 2019
4,386
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 06, 2019
3,846
N/A
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 06, 2019
4,300
$32.92 - $54.71 $142K - $235K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2019 Filed on May 15, 2019
2,482
$82.8 - $93.96 $206K - $233K
PBCT
People'S United Financial, Inc.

Financial Services
Q1 2019 Filed on May 15, 2019
12,495
$14.6 - $17.9 $182K - $224K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2019 Filed on May 15, 2019
56,651
$52.5 - $55.17 $2.97M - $3.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2019 Filed on May 15, 2019
4,173
$58.13 - $65.61 $243K - $274K
Track This Portfolio

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email