waypoint wealth counsel's ownership history for CEF

waypoint wealth counsel currently holds 16.5K shares with a market value of $605.0K. It started holding CEF on 2024-09-30. At its peak, it held 16.5K shares on 2024-09-30. Its highest holding value was $605.0K on 2025-09-30. At its lowest, it held 16.5K shares on 2024-09-30, with a value of $391.8K on 2024-12-31. In the recent 180 days, waypoint wealth counsel has increased its shares by 0. In the recent year, waypoint wealth counsel has increased its shares by 0.