waypoint wealth counsel's ownership history for CEF

waypoint wealth counsel currently holds 15.0K shares with a market value of $715.8K. It started holding CEF on 2024-09-30. At its peak, it held 17.0K shares on 2025-12-31. Its highest holding value was $778.6K on 2025-12-31. At its lowest, it held 15.0K shares on 2026-03-31, with a value of $391.8K on 2024-12-31. In the recent 180 days, waypoint wealth counsel has decreased its shares by 1.5K. In the recent year, waypoint wealth counsel has decreased its shares by 1.5K.