Waypoint Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 118,498 shares of AVLV stock, worth $8.02 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
118,498
Previous 156,407
24.24%
Holding current value
$8.02 Million
Previous $9.83 Million
20.63%
% of portfolio
1.91%
Previous 2.53%
Shares
10 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$522 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$136 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$120 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$113 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$110 Million0.03% of portfolio