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 64,311 shares of AVLV stock, worth $4.02 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
64,311
Previous 64,162
0.23%
Holding current value
$4.02 Million
Previous $4.28 Million
2.12%
% of portfolio
1.44%
Previous 1.46%
Shares
9 transactions
Others Institutions Holding AVLV
# of Institutions
364Shares Held
75.4MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$619 Million1.32% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$386 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$143 Million0.06% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$123 Million5.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$118 Million0.03% of portfolio