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
Quarter Operation Price Per share shares change shares Held SEC Form
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
428
Shares Held
81.2M
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
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