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 54,271 shares of AVUV stock, worth $5.36 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
54,271
Previous 62,467
13.12%
Holding current value
$5.36 Million
Previous $5.99 Million
12.6%
% of portfolio
1.78%
Previous 1.96%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
763Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$611 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$355 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio