Waypoint Wealth Partners Inc. American Centy ETF Tr Avantis Transaction History
Waypoint Wealth Partners Inc.
- $344 Million
- Q1 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 971,107 shares of AVDE stock, worth $60.8 Million. This represents 17.99% of its overall portfolio holdings.
Number of Shares
971,107
Previous 938,231
3.5%
Holding current value
$60.8 Million
Previous $56.7 Million
9.17%
% of portfolio
17.99%
Previous 17.92%
Shares
14 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$257 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$153 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$133 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$130 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$113 Million5.8% of portfolio