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

Cypress Point Wealth Management, LLC

  • $178 Million
  • Q1 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 38,314 shares of AVSC stock, worth $2.06 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
38,314
Previous 28,338 35.2%
Holding current value
$2.06 Million
Previous $1.45 Million 38.73%
% of portfolio
1.13%
Previous 1.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$47.8 - $52.36 $476,852 - $522,343
9,976 Added 35.2%
38,314 $2.01 Million
Q4 2023

Jan 17, 2024
BUY
$41.17 - $52.01 $350,809 - $443,177
8,521 Added 43.0%
28,338 $1.45 Million
Q3 2023

Oct 31, 2023
BUY
$43.55 - $49.3 $636,134 - $720,125
14,607 Added 280.36%
19,817 $877,000
Q2 2023

Jul 20, 2023
BUY
$40.98 - $46.23 $213,505 - $240,858
5,210 New
5,210 $237,000

Others Institutions Holding AVSC

# of Institutions
96
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSC Quotes by TradingView
  • Ticker AVSC
More about AVSC
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