waypoint wealth counsel

Q4 2022 13F Holdings

Location
Atlanta, GA
Holdings as of
12/31/2022
Value
$124M
Value excl. options
$124M
Num holdings
94
Date filed
3/22/2024
Form type
13F-HR
Prev filing
Next filing
4/4/2024
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) % Excl. Options Shares Principal Option Type