Waypoint Wealth Partners Inc. Portfolio Holdings
Waypoint Wealth Partners Inc.
- $331 Million
- Q2 2024
Waypoint Wealth Partners Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $331 Million distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $91.1M, Dimensional ETF Tr U S Core Eq with a value of $75.9M, American Centy ETF Tr Avantis with a value of $56M, American Centy ETF Tr Avantis with a value of $27M, and United Parcel Service Inc with a value of $11.2M.
Examining the 13F form we can see an decrease of $12.9M in the current position value, from $344M to 331M.
Below you can find more details about Waypoint Wealth Partners Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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