Waypoint Wealth Partners Inc. AVDE Holdings History
Waypoint Wealth Partners Inc.'s Avantis International Equity ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 914,355.00 shares of Avantis International Equity ETF(AVDE), totaling $67.67 Mil. This investment constitutes 16.45% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.91% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2021Q2. And since then Waypoint Wealth Partners Inc. has made 10 purchases of AVDE, at an average price of $61.21, for a total of 1.23 Mil shares. In addition, there have been 7 sales at an average price of $61.74 for 319,585.00 shares. Based on historical transaction data and AVDE's current price of $73.57, Waypoint Wealth Partners Inc.'s estimated gain on his AVDE holdings is $11.47 Mil, reflecting a 15.19% gain to date.
Waypoint Wealth Partners Inc. AVDE ($73.57) Holding Chart
Waypoint Wealth Partners Inc. AVDE ($73.57) 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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