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 27,249 shares of AVIV stock, worth $1.4 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
27,249
Previous 27,249 -0.0%
Holding current value
$1.4 Million
Previous $1.43 Million 7.07%
% of portfolio
0.67%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
111
Shares Held
5.36M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
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