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 $3.19 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
48,672
Previous 48,103
1.18%
Holding current value
$3.19 Million
Previous $3.22 Million
7.35%
% of portfolio
1.04%
Previous 1.41%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
428Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio