waypoint wealth counsel

Q2 2023 13F Holdings

Location
Atlanta, GA
Holdings as of
6/30/2023
Value
$112M
Value excl. options
$112M
Num holdings
90
Date filed
4/2/2024
Form type
13F-HR
Prev filing
4/4/2024
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) % Excl. Options Shares Principal Option Type