Waypoint Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Waypoint Capital Advisors, LLC
- $389 Million
- Q2 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 627,799 shares of AVDE stock, worth $40.7 Million. This represents 10.05% of its overall portfolio holdings.
Number of Shares
627,799
Previous 655,760
4.26%
Holding current value
$40.7 Million
Previous $41.8 Million
6.49%
% of portfolio
10.05%
Previous 11.07%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$308 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$289 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$282 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$153 Million0.23% of portfolio