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 31,482 shares of AVLV stock, worth $2.22 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
31,482
Previous 31,481 -0.0%
Holding current value
$2.22 Million
Previous $2.05 Million 4.63%
% of portfolio
0.6%
Previous 0.75%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$56.85 - $68.21 $56 - $68
1 Added 0.0%
31,482 $2.15 Million
Q1 2025

Apr 16, 2025
BUY
$63.51 - $70.42 $127 - $140
2 Added 0.01%
31,481 $2.05 Million
Q4 2024

Jan 21, 2025
BUY
$65.51 - $71.22 $131 - $142
2 Added 0.01%
31,479 $2.1 Million
Q3 2024

Nov 01, 2024
BUY
$60.05 - $65.83 $60 - $65
1 Added 0.0%
31,477 $2.07 Million
Q2 2024

Jul 26, 2024
SELL
$60.74 - $64.14 $19,133 - $20,204
-315 Reduced 0.99%
31,476 $1.98 Million
Q1 2024

May 07, 2024
BUY
$56.46 - $64.26 $46,240 - $52,628
819 Added 2.64%
31,791 $2.04 Million
Q4 2023

Jan 17, 2024
BUY
$49.96 - $58.08 $99 - $116
2 Added 0.01%
30,972 $1.79 Million
Q3 2023

Oct 31, 2023
SELL
$52.22 - $56.04 $104,753 - $112,416
-2,006 Reduced 6.08%
30,970 $1.63 Million
Q2 2023

Jul 20, 2023
BUY
$49.22 - $53.35 $916,230 - $993,110
18,615 Added 129.62%
32,976 $1.76 Million
Q1 2023

May 08, 2023
BUY
$48.59 - $54.44 $269,188 - $301,597
5,540 Added 62.8%
14,361 $733,000
Q4 2022

Feb 01, 2023
BUY
$45.92 - $53.52 $405,060 - $472,099
8,821 New
8,821 $442,000

Others Institutions Holding AVLV

# of Institutions
379
Shares Held
82.5M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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