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 49,317 shares of AVDE stock, worth $3.31 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
49,317
Previous 48,672 1.33%
Holding current value
$3.31 Million
Previous $2.99 Million 9.41%
% of portfolio
1.19%
Previous 1.04%

Shares

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

Apr 16, 2025
BUY
$60.63 - $68.55 $39,106 - $44,214
645 Added 1.33%
49,317 $3.27 Million
Q4 2024

Jan 21, 2025
BUY
$60.9 - $66.69 $34,652 - $37,946
569 Added 1.18%
48,672 $2.99 Million
Q3 2024

Nov 01, 2024
BUY
$60.09 - $67.67 $121,682 - $137,031
2,025 Added 4.39%
48,103 $3.22 Million
Q2 2024

Jul 26, 2024
BUY
$61.17 - $65.29 $8,319 - $8,879
136 Added 0.3%
46,078 $2.87 Million
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
$45.5 - $54.96 $1.08 Million - $1.3 Million
23,684 New
23,684 $1.26 Million

Others Institutions Holding AVDE

# of Institutions
440
Shares Held
82M
Call Options Held
800
Put Options Held
1.6K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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