Waypoint Wealth Partners Inc. American Centy ETF Tr Avantis Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 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 37,717 shares of AVRE stock, worth $1.6 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
37,717
Previous 37,717
-0.0%
Holding current value
$1.6 Million
Previous $1.78 Million
11.03%
% of portfolio
0.45%
Previous 0.49%
Shares
1 transactions
Others Institutions Holding AVRE
# of Institutions
119Shares Held
10.5MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.4 Million0.76% of portfolio
-
Life Planning Partners, Inc1.13MShares$47.9 Million0.35% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$31 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.5 Million3.15% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.7 Million4.63% of portfolio