Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Great Point Wealth Advisors LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $428,893,000
  Total Value Change : $44,350,000
  Securities Held Change : -6
   
All Securities Held : 55
  New Positions : 4
  Closed Positions : 10
  Increased Positions : 10
  Unchanged Positions : 10
  Decreased Positions : 31

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 9 New $0.00 $15,186,000 299,282 3.54% 15,186,000 299,282 0.333    N/A
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 16 New $0.00 $7,995,000 157,559 1.86% 7,995,000 157,559 0.04    N/A
   (AVMA)1 Year Chart         AVMA Avantis Moderate Allocation... 20 New $0.00 $5,163,000 90,791 1.2% 5,163,000 90,791 1.009    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 50 New $151.22 $296,000 1,869 0.07% 296,000 1,869 0    Drug Manufacturers - ...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results