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 27,249 shares of AVIV stock, worth $1.47 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
27,249
Previous 27,249 -0.0%
Holding current value
$1.47 Million
Previous $1.47 Million 3.05%
% of portfolio
0.75%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 31, 2023

SELL
$47.37 - $50.8 $137,562 - $147,523
-2,904 Reduced 9.63%
27,249 $1.31 Million
Q2 2023

Jul 20, 2023

BUY
$46.67 - $50.33 $38,222 - $41,220
819 Added 2.79%
30,153 $1.47 Million
Q1 2023

May 08, 2023

BUY
$45.01 - $49.82 $181,075 - $200,425
4,023 Added 15.89%
29,334 $1.41 Million
Q4 2022

Feb 01, 2023

BUY
$38.26 - $46.54 $968,398 - $1.18 Million
25,311 New
25,311 $1.14 Million

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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