Great Point Wealth Advisors, LLC Portfolio Holdings
Great Point Wealth Advisors, LLC
- $459 Million
- Q3 2024
Great Point Wealth Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $459 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $105M, Dimensional ETF Tr with a value of $39.5M, Jp Morgan ETF Tr Ultra Short I with a value of $29.7M, Dimensional ETF Tr with a value of $28.7M, and Bright Horizons Family Solutions Inc. with a value of $28.2M.
Examining the 13F form we can see an increase of $29.3M in the current position value, from $430M to 459M.
Great Point Wealth Advisors, LLC is based out at Boston, MA
Below you can find more details about Great Point Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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