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

Cypress Point Wealth Management, LLC

$178 Million
Q1 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 45,942 shares of AVDE stock, worth $2.93 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

45,942

Previous 37,967 21.01%

Holding current value

$2.93 Million

Previous $2.29 Million 27.64%

% of portfolio

1.65%

Previous 1.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$58.3 - $63.83 $464,942 - $509,044	7,975 Added 21.01%	45,942 $2.93 Million
Q4 2023 Jan 17, 2024	BUY	$52.98 - $60.62 $194,754 - $222,839	3,676 Added 10.72%	37,967 $2.29 Million
Q3 2023 Oct 31, 2023	BUY	$55.54 - $59.61 $24,548 - $26,347	442 Added 1.31%	34,291 $1.91 Million
Q2 2023 Jul 20, 2023	BUY	$55.68 - $59.23 $418,101 - $444,758	7,509 Added 28.51%	33,849 $1.94 Million
Q1 2023 May 08, 2023	BUY	$53.37 - $58.39 $141,750 - $155,083	2,656 Added 11.21%	26,340 $1.5 Million

Q4 2022 Feb 01, 2023	BUY	$48.94 - $54.96 $1.16 Million - $1.3 Million	23,684 New	23,684 $1.26 Million

Others Institutions Holding AVDE

# of Institutions

331

Shares Held

58.5M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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