Cypress Point Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
- Q3 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 53,774 shares of AVUS stock, worth $5.87 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
53,774
Previous 53,887
0.21%
Holding current value
$5.87 Million
Previous $5.43 Million
7.6%
% of portfolio
1.33%
Previous 1.51%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
78.1MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio