waypoint wealth counsel

Q3 2023 13F Holdings

Location
Atlanta, GA
Holdings as of
9/30/2023
Value ($000)
$106,097
Num holdings
91
Date filed
4/3/2024
Form type
13F-HR
Prev filing
4/2/2024
Next filing
4/3/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type