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

Cypress Point Wealth Management, LLC

$274 Million
Q1 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 48,891 shares of AVSC stock, worth $2.44 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

48,891

Previous 45,860 6.61%

Holding current value

$2.44 Million

Previous $2.49 Million 5.06%

% of portfolio

0.86%

Previous 0.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$48.08 - $56.12 $145,730 - $170,099	3,031 Added 6.61%	48,891 $2.37 Million
Q4 2024 Jan 21, 2025	BUY	$52.7 - $59.57 $128,798 - $145,589	2,444 Added 5.63%	45,860 $2.49 Million
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

146

Shares Held

37.4M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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