Waypoint Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding AVSF
# of Institutions
69Shares Held
11.7MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Savant Capital, LLC2.66MShares$125 Million0.7% of portfolio
-
Verus Financial Partners, Inc.1.55MShares$72.9 Million7.11% of portfolio
-
Simplicity Wealth,Llc635KShares$29.9 Million1.89% of portfolio
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Envestnet Asset Management Inc454KShares$21.4 Million0.01% of portfolio