Waypoint Wealth Partners Inc. American Centy ETF Tr Avantis Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 1,080,074 shares of AVUS stock, worth $98 Million. This represents 29.57% of its overall portfolio holdings.
Number of Shares
1,080,074
Previous 1,062,852
1.62%
Holding current value
$98 Million
Previous $101 Million
3.52%
% of portfolio
29.57%
Previous 27.91%
Shares
17 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.81 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$323 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$275 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio