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

Cypress Point Wealth Management, LLC

$274 Million
Q1 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 27,670 shares of AVES stock, worth $1.42 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

27,670

Previous 28,976 4.51%

Holding current value

$1.42 Million

Previous $1.34 Million 2.54%

% of portfolio

0.48%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$44.71 - $48.65 $58,391 - $63,536	-1,306 Reduced 4.51%	27,670 $1.3 Million
Q4 2024 Jan 21, 2025	BUY	$46.2 - $53.09 $90,182 - $103,631	1,952 Added 7.22%	28,976 $1.34 Million
Q3 2024 Nov 01, 2024	BUY	$46.0 - $52.55 $2,990 - $3,415	65 Added 0.24%	27,024 $1.41 Million
Q2 2024 Jul 26, 2024	BUY	$46.2 - $50.62 $4,296 - $4,707	93 Added 0.35%	26,959 $1.31 Million
Q1 2024 May 07, 2024	BUY	$43.35 - $47.78 $432,416 - $476,605	9,975 Added 59.06%	26,866 $1.27 Million
Q4 2023 Jan 17, 2024	BUY	$41.72 - $46.26 $472,437 - $523,848	11,324 Added 203.41%	16,891 $776,000
Q3 2023 Oct 31, 2023	BUY	$42.94 - $46.49 $33,922 - $36,727	790 Added 16.54%	5,567 $241,000
Q2 2023 Jul 20, 2023	BUY	$42.0 - $45.13 $200,634 - $215,586	4,777 New	4,777 $208,000

Others Institutions Holding AVES

# of Institutions

129

Shares Held

9.27M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

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