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 26,866 shares of AVES stock, worth $1.31 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
26,866
Previous 16,891 59.06%
Holding current value
$1.31 Million
Previous $776,000 64.05%
% of portfolio
0.72%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
93
Shares Held
5.06M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVES Quotes by TradingView
  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
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