Waypoint Wealth Partners Inc. AVEM Holdings History
Waypoint Wealth Partners Inc.'s Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 439,373.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $30.11 Mil. This investment constitutes 7.32% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.28% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q2. And since then Waypoint Wealth Partners Inc. has made 12 purchases of AVEM, at an average price of $64.14, for a total of 538,938.00 shares. In addition, there have been 5 sales at an average price of $62.59 for 99,565.00 shares. Based on historical transaction data and AVEM's current price of $70.07, Waypoint Wealth Partners Inc.'s estimated gain on his AVEM holdings is $2.45 Mil, reflecting a 7.09% gain to date.
Waypoint Wealth Partners Inc. AVEM ($70.07) Holding Chart
Waypoint Wealth Partners Inc. AVEM ($70.07) 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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