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 $94.8 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
$94.8 Million
Previous $101 Million
3.52%
% of portfolio
29.57%
Previous 27.91%
Shares
17 transactions
Others Institutions Holding AVUS
# of Institutions
460Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.75 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$284 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$268 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$204 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$198 Million9.89% of portfolio