Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History
Stone Point Wealth LLC
- $318 Million
- Q2 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 43,403 shares of AVUV stock, worth $4.33 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
43,403
Previous 52,594
17.48%
Holding current value
$4.33 Million
Previous $4.58 Million
13.74%
% of portfolio
1.24%
Previous 1.58%
Shares
14 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio