Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 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 64,162 shares of AVLV stock, worth $4.41 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
64,162
Previous 62,090
3.34%
Holding current value
$4.41 Million
Previous $4.09 Million
4.82%
% of portfolio
1.46%
Previous 1.34%
Shares
8 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$530 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$135 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$131 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$129 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$121 Million0.1% of portfolio