Waypoint Capital Advisors, LLC AVUS Holdings History
Waypoint Capital Advisors, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2024-09-30, Waypoint Capital Advisors, LLC held 229,504.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $21.84 Mil. This investment constitutes 4.65% of their stock portfolio, and Waypoint Capital Advisors, LLC now holds 0.3% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q2. And since then Waypoint Capital Advisors, LLC has made 7 purchases of AVUS, at an average price of $72.79, for a total of 305,440.00 shares. In addition, there have been 3 sales at an average price of $86.51 for 75,936.00 shares. Based on historical transaction data and AVUS's current price of $102.37, Waypoint Capital Advisors, LLC's estimated gain on his AVUS holdings is $7.83 Mil, reflecting a 35.23% gain to date.
Waypoint Capital Advisors, LLC AVUS ($102.37) Holding Chart
Waypoint Capital Advisors, LLC AVUS ($102.37) 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 % | |||
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