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 48,672 shares of AVDE stock, worth $3.29 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

48,672

Previous 48,103 1.18%

Holding current value

$3.29 Million

Previous $3.22 Million 7.35%

% of portfolio

1.04%

Previous 1.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

431

Shares Held

81.6M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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