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 7,284 shares of AVRE stock, worth $309,278. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,284
Previous 6,099 19.43%
Holding current value
$309,278
Previous $255,000 22.75%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Apr 16, 2025
BUY
$40.62 - $44.31 $48,134 - $52,507
1,185 Added 19.43%
7,284 $313,000
Q4 2024

Jan 21, 2025
BUY
$41.03 - $46.91 $18,135 - $20,734
442 Added 7.81%
6,099 $255,000
Q3 2024

Nov 01, 2024
BUY
$40.95 - $48.28 $21,703 - $25,588
530 Added 10.34%
5,657 $266,000
Q2 2024

Jul 26, 2024
BUY
$38.89 - $42.05 $199,389 - $215,590
5,127 New
5,127 $211,000

Others Institutions Holding AVRE

# of Institutions
131
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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