Waypoint Wealth Partners Inc. American Centy ETF Tr Avantis Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 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 447,624 shares of AVEM stock, worth $26.4 Million. This represents 7.98% of its overall portfolio holdings.
Number of Shares
447,624
Previous 441,969
1.28%
Holding current value
$26.4 Million
Previous $27 Million
7.1%
% of portfolio
7.98%
Previous 8.15%
Shares
16 transactions
Others Institutions Holding AVEM
# of Institutions
481Shares Held
104MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$977 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$814 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$257 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio