Great Point Wealth Advisors, LLC AVUS Holdings History
Great Point Wealth Advisors, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 1.14 Mil shares of Avantis U.S. Equity ETF(AVUS), totaling $105.03 Mil. This investment constitutes 22.73% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 1.37% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q2. And since then Great Point Wealth Advisors, LLC has made 15 purchases of AVUS, at an average price of $76.46, for a total of 1.31 Mil shares. In addition, there have been 1 sales at an average price of $71.05 for 173,717.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Great Point Wealth Advisors, LLC's estimated gain on his AVUS holdings is $28.68 Mil, reflecting a 28.62% gain to date.
Great Point Wealth Advisors, LLC AVUS ($102.51) Holding Chart
Great Point Wealth Advisors, LLC AVUS ($102.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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