Waypoint Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 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 229,134 shares of AVEM stock, worth $13.8 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
229,134
Previous 275,682
16.88%
Holding current value
$13.8 Million
Previous $16.8 Million
12.11%
% of portfolio
3.63%
Previous 4.33%
Shares
10 transactions
Others Institutions Holding AVEM
# of Institutions
537Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$996 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$896 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$482 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$300 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio