Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History
Stone Point Wealth LLC
- $291 Million
- Q1 2025
A detailed history of Stone Point Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Stone Point Wealth LLC holds 56,726 shares of AVDV stock, worth $4.44 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
56,726
Previous 56,582
0.25%
Holding current value
$4.44 Million
Previous $3.68 Million
7.44%
% of portfolio
1.36%
Previous 1.25%
Shares
13 transactions
Others Institutions Holding AVDV
# of Institutions
460Shares Held
90.8MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.13 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$840 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$484 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$282 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$202 Million1.87% of portfolio