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 56,944 shares of AVDV stock, worth $4.01 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

56,944

Previous 58,195 2.15%

Holding current value

$4.01 Million

Previous $4.11 Million 9.9%

% of portfolio

1.29%

Previous 1.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$63.85 - $70.4 $79,876 - $88,070	-1,251 Reduced 2.15%	56,944 $3.71 Million
Q3 2024 Nov 01, 2024	BUY	$62.52 - $71.12 $219,757 - $249,986	3,515 Added 6.43%	58,195 $4.11 Million
Q2 2024 Jul 26, 2024	BUY	$63.81 - $68.36 $148,103 - $158,663	2,321 Added 4.43%	54,680 $3.55 Million
Q1 2024 May 07, 2024	BUY	$59.95 - $65.89 $1.07 Million - $1.18 Million	17,865 Added 51.79%	52,359 $3.45 Million
Q4 2023 Jan 17, 2024	BUY	$54.34 - $62.7 $462,813 - $534,015	8,517 Added 32.79%	34,494 $2.16 Million
Q3 2023 Oct 31, 2023	BUY	$56.69 - $60.91 $629,825 - $676,710	11,110 Added 74.73%	25,977 $1.5 Million
Q2 2023 Jul 20, 2023	BUY	$56.07 - $60.13 $833,592 - $893,952	14,867 New	14,867 $855,000

Others Institutions Holding AVDV

# of Institutions

431

Shares Held

78.4M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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