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

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 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 52,359 shares of AVDV stock, worth $3.5 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
52,359
Previous 34,494 51.79%
Holding current value
$3.5 Million
Previous $2.16 Million 60.0%
% of portfolio
1.94%
Previous 1.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
336
Shares Held
70M
Call Options Held
1.1K
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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