Waypoint Wealth Partners Inc. American Centy ETF Tr Avantis Transaction History
Waypoint Wealth Partners Inc.
- $331 Million
- Q2 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 1,010,545 shares of AVUS stock, worth $95.9 Million. This represents 27.52% of its overall portfolio holdings.
Number of Shares
1,010,545
Previous 940,922
7.4%
Holding current value
$95.9 Million
Previous $84.2 Million
8.23%
% of portfolio
27.52%
Previous 24.48%
Shares
15 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$289 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$277 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$257 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio