Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 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 10,471 shares of AVIV stock, worth $553,392. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,471
Previous 10,545
0.7%
Holding current value
$553,392
Previous $542,000
4.43%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding AVIV
# of Institutions
92Shares Held
4.02MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO659KShares$34.8 Million0.02% of portfolio
-
Atwood & Palmer Inc397KShares$21 Million1.65% of portfolio
-
Financial Advisory Service, Inc.250KShares$13.2 Million1.26% of portfolio
-
Websterrogers Financial Advisors, LLC188KShares$9.94 Million3.72% of portfolio
-
Allegiance Financial Group Advisory Services LLC Vienna, VA168KShares$8.86 Million3.71% of portfolio