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 41,335 shares of AVUV stock, worth $3.91 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
41,335
Previous 47,309 12.63%
Holding current value
$3.91 Million
Previous $4.24 Million 6.55%
% of portfolio
1.74%
Previous 2.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$88.24 - $99.7 $527,145 - $595,607
-5,974 Reduced 12.63%
41,335 $3.97 Million
Q2 2024

Jul 26, 2024
SELL
$86.93 - $93.77 $71,978 - $77,641
-828 Reduced 1.72%
47,309 $4.24 Million
Q1 2024

May 07, 2024
BUY
$84.87 - $93.71 $85,973 - $94,928
1,013 Added 2.15%
48,137 $4.51 Million
Q4 2023

Jan 17, 2024
BUY
$73.38 - $91.25 $218,305 - $271,468
2,975 Added 6.74%
47,124 $4.23 Million
Q3 2023

Oct 31, 2023
BUY
$75.9 - $84.23 $524,013 - $581,523
6,904 Added 18.54%
44,149 $3.44 Million
Q2 2023

Jul 20, 2023
BUY
$69.33 - $77.71 $1.51 Million - $1.7 Million
21,849 Added 141.91%
37,245 $2.89 Million
Q1 2023

May 08, 2023
BUY
$70.61 - $84.06 $118,836 - $141,472
1,683 Added 12.27%
15,396 $1.14 Million
Q4 2022

Feb 01, 2023
BUY
$68.43 - $80.54 $938,380 - $1.1 Million
13,713 New
13,713 $1.02 Million

Others Institutions Holding AVUV

# of Institutions
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email