Waypoint Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Waypoint Capital Advisors, LLC
- $377 Million
- Q1 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 655,760 shares of AVDE stock, worth $41.8 Million. This represents 11.07% of its overall portfolio holdings.
Number of Shares
655,760
Previous 612,907
6.99%
Holding current value
$41.8 Million
Previous $37 Million
12.85%
% of portfolio
11.07%
Previous 10.93%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$262 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$136 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$132 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio