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 84,859 shares of AVUV stock, worth $7.82 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
84,859
Previous 115,185
26.33%
Holding current value
$7.82 Million
Previous $10.3 Million
21.21%
% of portfolio
2.0%
Previous 2.66%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$736 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$324 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$248 Million15.25% of portfolio