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 52,594 shares of AVUV stock, worth $4.34 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
52,594
Previous 54,271
3.09%
Holding current value
$4.34 Million
Previous $5.24 Million
12.49%
% of portfolio
1.58%
Previous 1.78%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
846Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$362 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio