Cypress Point Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cypress Point Wealth Management, LLC
- $190 Million
- Q2 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 31,476 shares of AVLV stock, worth $2.09 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
31,476
Previous 31,791
0.99%
Holding current value
$2.09 Million
Previous $2.04 Million
3.18%
% of portfolio
1.04%
Previous 1.15%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$462 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$131 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$128 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$114 Million3.07% of portfolio
-
Comerica Bank1.67MShares$111 Million0.44% of portfolio