Waypoint Capital Advisors, LLC AVMC Holdings History
Number of Shares
66,115.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
0.9%
Total Estimate Gain
$412,775.09
% of Total Estimate Gain
10.26%
Waypoint Capital Advisors, LLC's Avantis U.S. Mid Cap Equity ETF Holding Summary
As of 2024-09-30, Waypoint Capital Advisors, LLC held 66,115.00 shares of Avantis U.S. Mid Cap Equity ETF(AVMC), totaling $4.25 Mil. This investment constitutes 0.9% of their stock portfolio, and Waypoint Capital Advisors, LLC now holds 3.84% of the outstanding Avantis U.S. Mid Cap Equity ETF(AVMC) stock.
The initial trade took place in 2024Q2. And since then Waypoint Capital Advisors, LLC has made 2 purchases of AVMC, at an average price of $60.84, for a total of 66,115.00 shares. Based on historical transaction data and AVMC's current price of $67.08, Waypoint Capital Advisors, LLC's estimated gain on his AVMC holdings is $412,775.09, reflecting a 10.26% gain to date.
Waypoint Capital Advisors, LLC AVMC ($67.08) Holding Chart
Waypoint Capital Advisors, LLC AVMC ($67.08) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1