Waypoint Wealth Partners Inc. American Centy ETF Tr Avantis Transaction History
Waypoint Wealth Partners Inc.
- $382 Million
- Q2 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 1,059,366 shares of AVUS stock, worth $116 Million. This represents 27.98% of its overall portfolio holdings.
Number of Shares
1,059,366
Previous 1,080,650
1.97%
Holding current value
$116 Million
Previous $99.8 Million
6.99%
% of portfolio
27.98%
Previous 28.61%
Shares
19 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$408 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$379 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$282 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$246 Million9.89% of portfolio