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 $4.7 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
52,594
Previous 54,271
3.09%
Holding current value
$4.7 Million
Previous $5.24 Million
12.49%
% of portfolio
1.58%
Previous 1.78%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio