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

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 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 43,416 shares of AVSC stock, worth $2.36 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
43,416
Previous 39,252 10.61%
Holding current value
$2.36 Million
Previous $1.96 Million 19.7%
% of portfolio
1.03%
Previous 1.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$49.07 - $56.13 $204,327 - $233,725
4,164 Added 10.61%
43,416 $2.35 Million
Q2 2024

Jul 26, 2024
BUY
$47.89 - $52.25 $44,920 - $49,010
938 Added 2.45%
39,252 $1.96 Million
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
127
Shares Held
22.6M
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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