Waypoint Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Waypoint Capital Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	BUY	$42.25 - $48.16 $676 - $770	16 Added 0.31%	5,129 $0
Q3 2022 Oct 17, 2022	BUY	$42.35 - $51.01 $1,778 - $2,142	42 Added 0.83%	5,113 $217,000
Q2 2022 Jul 18, 2022	BUY	$43.35 - $54.51 $3,121 - $3,924	72 Added 1.44%	5,071 $226,000
Q1 2022 Apr 19, 2022	BUY	$49.51 - $57.27 $125,507 - $145,179	2,535 Added 102.88%	4,999 $269,000
Q4 2021 Feb 07, 2022	BUY	$51.9 - $57.29 $127,881 - $141,162	2,464 New	2,464 $280,000

1,353

349M

34.3K

1.2K

Get notified when there are updates to the investment portfolio of Waypoint Capital Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Waypoint Capital Advisors, LLC with notifications on news.