Waypoint Wealth Partners Inc. AVUS Holdings History
Waypoint Wealth Partners Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 1.06 Mil shares of Avantis U.S. Equity ETF(AVUS), totaling $106.81 Mil. This investment constitutes 25.96% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 1.22% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q2. And since then Waypoint Wealth Partners Inc. has made 14 purchases of AVUS, at an average price of $74.76, for a total of 1.27 Mil shares. In addition, there have been 3 sales at an average price of $73.88 for 205,754.00 shares. Based on historical transaction data and AVUS's current price of $102.41, Waypoint Wealth Partners Inc.'s estimated gain on his AVUS holdings is $29.11 Mil, reflecting a 30.78% gain to date.
Waypoint Wealth Partners Inc. AVUS ($102.41) Holding Chart
Waypoint Wealth Partners Inc. AVUS ($102.41) 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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