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

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 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 6,099 shares of AVRE stock, worth $258,963. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,099
Previous 5,657 7.81%
Holding current value
$258,963
Previous $266,000 4.14%
% of portfolio
0.09%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
119
Shares Held
10.5M
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
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