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 65,099 shares of AVEM stock, worth $3.95 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
65,099
Previous 51,012
27.62%
Holding current value
$3.95 Million
Previous $2.88 Million
31.19%
% of portfolio
2.12%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
401Shares Held
78.6MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$801 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$447 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$159 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$136 Million1.35% of portfolio
-
Annex Advisory Services, LLC2.23MShares$136 Million5.0% of portfolio