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 195,918 shares of AVSC stock, worth $10.5 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
195,918
Previous 189,598
3.33%
Holding current value
$10.5 Million
Previous $9.68 Million
5.97%
% of portfolio
2.72%
Previous 2.86%
Shares
8 transactions
Others Institutions Holding AVSC
# of Institutions
96Shares Held
17.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.54MShares$513 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.27MShares$176 Million11.85% of portfolio
-
Northwestern Mutual Wealth Management CO654KShares$35.2 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA462KShares$24.8 Million5.87% of portfolio
-
Atlantic Union Bankshares Corp454KShares$24.4 Million2.08% of portfolio