waypoint wealth counsel

Q2 2024 13F Holdings

Location
Atlanta, GA
Holdings as of
6/30/2024
Value ($000)
$130,716
Num holdings
89
Date filed
7/19/2024
Form type
13F-HR
Prev filing
4/12/2024
Next filing
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