Cypress Point Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 2024
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 $1.41 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
27,249
Previous 27,249
-0.0%
Holding current value
$1.41 Million
Previous $1.43 Million
7.07%
% of portfolio
0.67%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding AVIV
# of Institutions
111Shares Held
5.36MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO930KShares$48.2 Million0.03% of portfolio
-
Atwood & Palmer Inc421KShares$21.8 Million1.63% of portfolio
-
Prairie View Partners, LLC263KShares$13.6 Million1.54% of portfolio
-
Financial Advisory Service, Inc.260KShares$13.5 Million1.24% of portfolio
-
Allegiance Financial Group Advisory Services LLC Vienna, VA199KShares$10.3 Million3.89% of portfolio