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

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 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 5,240 shares of AVRE stock, worth $232,813. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,240
Previous 7,368 28.88%
Holding current value
$232,813
Previous $325,000 28.31%
% of portfolio
0.05%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$43.53 - $45.34 $92,631 - $96,483
-2,128 Reduced 28.88%
5,240 $233,000
Q2 2025

Jul 10, 2025
BUY
$38.75 - $44.92 $3,255 - $3,773
84 Added 1.15%
7,368 $325,000
Q1 2025

Apr 16, 2025
BUY
$40.62 - $44.31 $48,134 - $52,507
1,185 Added 19.43%
7,284 $313,000
Q4 2024

Jan 21, 2025
BUY
$41.03 - $46.91 $18,135 - $20,734
442 Added 7.81%
6,099 $255,000
Q3 2024

Nov 01, 2024
BUY
$40.95 - $48.28 $21,703 - $25,588
530 Added 10.34%
5,657 $266,000
Q2 2024

Jul 26, 2024
BUY
$38.89 - $42.05 $199,389 - $215,590
5,127 New
5,127 $211,000

Others Institutions Holding AVRE

# of Institutions
147
Shares Held
12.4M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email