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 283,565 shares of AVUS stock, worth $25.8 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
283,565
Previous 255,181
11.12%
Holding current value
$25.8 Million
Previous $20.8 Million
21.96%
% of portfolio
6.72%
Previous 6.14%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$271 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$252 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$236 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio