Waypoint Wealth Partners Inc. American Centy ETF Tr Avantis Transaction History
Waypoint Wealth Partners Inc.
- $349 Million
- Q1 2025
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 35,111 shares of AVRE stock, worth $1.56 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
35,111
Previous 37,717
6.91%
Holding current value
$1.56 Million
Previous $1.58 Million
4.49%
% of portfolio
0.43%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding AVRE
# of Institutions
142Shares Held
11.7MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.2MShares$53.3 Million0.76% of portfolio
-
Ccm Investment Group, LLC Northfield, MN1.2MShares$53.3 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO769KShares$34.2 Million4.54% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA366KShares$16.3 Million3.76% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.331KShares$14.7 Million4.84% of portfolio