Cypress Point Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 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 27,024 shares of AVES stock, worth $1.26 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
27,024
Previous 26,959
0.24%
Holding current value
$1.26 Million
Previous $1.31 Million
7.23%
% of portfolio
0.62%
Previous 0.69%
Shares
6 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.2 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$33.6 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.7 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.2 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.3 Million0.07% of portfolio