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

Cypress Point Wealth Management, LLC

$361 Million
Q2 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 26,605 shares of AVIV stock, worth $1.69 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

26,605

Previous 26,668 0.24%

Holding current value

$1.69 Million

Previous $1.51 Million 9.53%

% of portfolio

0.46%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$50.27 - $62.84 $3,167 - $3,958	-63 Reduced 0.24%	26,605 $1.66 Million
Q1 2025 Apr 16, 2025	SELL	$51.51 - $58.54 $29,772 - $33,836	-578 Reduced 2.12%	26,668 $1.51 Million
Q4 2024 Jan 21, 2025	SELL	$51.24 - $55.81 $153 - $167	-3 Reduced 0.01%	27,246 $1.41 Million
Q3 2023 Oct 31, 2023	SELL	$47.37 - $50.8 $137,562 - $147,523	-2,904 Reduced 9.63%	27,249 $1.31 Million
Q2 2023 Jul 20, 2023	BUY	$46.67 - $50.33 $38,222 - $41,220	819 Added 2.79%	30,153 $1.47 Million
Q1 2023 May 08, 2023	BUY	$45.01 - $49.82 $181,075 - $200,425	4,023 Added 15.89%	29,334 $1.41 Million
Q4 2022 Feb 01, 2023	BUY	$38.26 - $46.54 $968,398 - $1.18 Million	25,311 New	25,311 $1.14 Million

Others Institutions Holding AVIV

# of Institutions

132

Shares Held

8.66M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

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