Cypress Point Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 89,848 shares of AVEM stock, worth $5.22 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
89,848
Previous 90,975 1.24%
Holding current value
$5.22 Million
Previous $5.35 Million 1.08%
% of portfolio
1.97%
Previous 1.86%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$57.11 - $62.4 $64,362 - $70,324
-1,127 Reduced 1.24%
89,848 $5.41 Million
Q4 2024

Jan 21, 2025
SELL
$58.59 - $66.14 $31,052 - $35,054
-530 Reduced 0.58%
90,975 $5.35 Million
Q3 2024

Nov 01, 2024
BUY
$57.2 - $65.59 $1.46 Million - $1.67 Million
25,519 Added 38.67%
91,505 $5.91 Million
Q2 2024

Jul 26, 2024
BUY
$56.42 - $62.42 $50,044 - $55,366
887 Added 1.36%
65,986 $4.03 Million
Q1 2024

May 07, 2024
BUY
$53.02 - $58.54 $746,892 - $824,652
14,087 Added 27.62%
65,099 $3.77 Million
Q4 2023

Jan 17, 2024
BUY
$51.0 - $56.39 $1.98 Million - $2.19 Million
38,777 Added 316.94%
51,012 $2.88 Million
Q3 2023

Oct 31, 2023
BUY
$52.44 - $57.3 $283,543 - $309,821
5,407 Added 79.19%
12,235 $645,000
Q2 2023

Jul 20, 2023
BUY
$51.46 - $55.92 $351,368 - $381,821
6,828 New
6,828 $367,000

Others Institutions Holding AVEM

# of Institutions
550
Shares Held
123M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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