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 88,379 shares of AVRE stock, worth $4.11 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
88,379
Previous 122,457
27.83%
Holding current value
$4.11 Million
Previous $5.18 Million
29.65%
% of portfolio
0.94%
Previous 1.37%
Shares
9 transactions
Others Institutions Holding AVRE
# of Institutions
105Shares Held
9.11MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.05MShares$48.9 Million0.78% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$34 Million4.3% of portfolio
-
Aprio Wealth Management, LLC516KShares$24 Million4.14% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA375KShares$17.4 Million3.77% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.321KShares$14.9 Million5.66% of portfolio