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 899,395 shares of AVDE stock, worth $58.3 Million. This represents 16.91% of its overall portfolio holdings.
Number of Shares
899,395
Previous 971,107
7.38%
Holding current value
$58.3 Million
Previous $61.9 Million
9.54%
% of portfolio
16.91%
Previous 17.99%
Shares
15 transactions
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$308 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$289 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$282 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$153 Million0.23% of portfolio