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

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 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 50,101 shares of AVDV stock, worth $4.47 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
50,101
Previous 54,971 8.86%
Holding current value
$4.47 Million
Previous $4.36 Million 2.34%
% of portfolio
1.02%
Previous 1.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$79.24 - $89.03 $385,898 - $433,576
-4,870 Reduced 8.86%
50,101 $4.46 Million
Q2 2025

Jul 10, 2025
SELL
$61.76 - $79.32 $142,295 - $182,753
-2,304 Reduced 4.02%
54,971 $4.36 Million
Q1 2025

Apr 16, 2025
BUY
$63.74 - $71.96 $21,097 - $23,818
331 Added 0.58%
57,275 $3.99 Million
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
521
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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