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

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 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 49,843 shares of AVUS stock, worth $5 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
49,843
Previous 47,781 4.32%
Holding current value
$5 Million
Previous $4.55 Million 6.27%
% of portfolio
1.68%
Previous 1.99%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$94.36 - $102.06 $194,570 - $210,447
2,062 Added 4.32%
49,843 $4.83 Million
Q3 2024

Nov 01, 2024
BUY
$86.27 - $95.15 $87,477 - $96,482
1,014 Added 2.17%
47,781 $4.55 Million
Q2 2024

Jul 26, 2024
BUY
$84.59 - $90.63 $326,348 - $349,650
3,858 Added 8.99%
46,767 $4.22 Million
Q1 2024

May 07, 2024
BUY
$79.93 - $89.5 $29,973 - $33,562
375 Added 0.88%
42,909 $3.84 Million
Q4 2023

Jan 17, 2024
BUY
$69.78 - $82.0 $120,161 - $141,204
1,722 Added 4.22%
42,534 $3.47 Million
Q3 2023

Oct 31, 2023
BUY
$72.72 - $78.49 $241,503 - $260,665
3,321 Added 8.86%
40,812 $2.99 Million
Q2 2023

Jul 20, 2023
BUY
$68.92 - $75.19 $250,593 - $273,390
3,636 Added 10.74%
37,491 $2.82 Million
Q1 2023

May 08, 2023
BUY
$67.42 - $74.29 $228,756 - $252,065
3,393 Added 11.14%
33,855 $2.4 Million
Q4 2022

Feb 01, 2023
BUY
$63.25 - $72.69 $1.93 Million - $2.21 Million
30,462 New
30,462 $2.07 Million

Others Institutions Holding AVUS

# of Institutions
414
Shares Held
85.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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