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
522Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio