Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
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 31,082 shares of AVEM stock, worth $1.9 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
31,082Holding current value
$1.9 Million% of portfolio
0.66%Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$939 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$842 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$266 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio