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 90,975 shares of AVEM stock, worth $5.47 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

90,975

Previous 91,505 0.58%

Holding current value

$5.47 Million

Previous $5.91 Million 9.52%

% of portfolio

1.86%

Previous 2.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$58.59 - $66.14 $31,052 - $35,054	-530 Reduced 0.58%	90,975 $5.35 Million
Q3 2024 Nov 01, 2024	BUY	$57.2 - $65.59 $1.46 Million - $1.67 Million	25,519 Added 38.67%	91,505 $5.91 Million
Q2 2024 Jul 26, 2024	BUY	$56.42 - $62.42 $50,044 - $55,366	887 Added 1.36%	65,986 $4.03 Million
Q1 2024 May 07, 2024	BUY	$53.02 - $58.54 $746,892 - $824,652	14,087 Added 27.62%	65,099 $3.77 Million
Q4 2023 Jan 17, 2024	BUY	$51.0 - $56.39 $1.98 Million - $2.19 Million	38,777 Added 316.94%	51,012 $2.88 Million
Q3 2023 Oct 31, 2023	BUY	$52.44 - $57.3 $283,543 - $309,821	5,407 Added 79.19%	12,235 $645,000
Q2 2023 Jul 20, 2023	BUY	$51.46 - $55.92 $351,368 - $381,821	6,828 New	6,828 $367,000

Others Institutions Holding AVEM

# of Institutions

537

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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