Waypoint Wealth Partners Inc. Options Holdings

Waypoint Wealth Partners Inc.

  • $362 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $362 Million
  • Prior Value $331 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email