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 53,774 shares of AVUS stock, worth $5.83 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

53,774

Previous 53,887 0.21%

Holding current value

$5.83 Million

Previous $5.43 Million 7.6%

% of portfolio

1.33%

Previous 1.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$101.2 - $109.16 $11,435 - $12,335	-113 Reduced 0.21%	53,774 $5.85 Million
Q2 2025 Jul 10, 2025	BUY	$81.38 - $100.82 $201,985 - $250,235	2,482 Added 4.83%	53,887 $5.43 Million
Q1 2025 Apr 16, 2025	BUY	$90.7 - $101.57 $141,673 - $158,652	1,562 Added 3.13%	51,405 $4.75 Million
Q4 2024 Jan 21, 2025	BUY	$94.36 - $102.06 $194,570 - $210,447	2,062 Added 4.32%	49,843 $4.83 Million
Q3 2024 Nov 01, 2024	BUY	$86.27 - $95.15 $87,477 - $96,482	1,014 Added 2.17%	47,781 $4.55 Million
Q2 2024 Jul 26, 2024	BUY	$84.59 - $90.63 $326,348 - $349,650	3,858 Added 8.99%	46,767 $4.22 Million
Q1 2024 May 07, 2024	BUY	$79.93 - $89.5 $29,973 - $33,562	375 Added 0.88%	42,909 $3.84 Million
Q4 2023 Jan 17, 2024	BUY	$69.78 - $82.0 $120,161 - $141,204	1,722 Added 4.22%	42,534 $3.47 Million
Q3 2023 Oct 31, 2023	BUY	$72.72 - $78.49 $241,503 - $260,665	3,321 Added 8.86%	40,812 $2.99 Million
Q2 2023 Jul 20, 2023	BUY	$68.92 - $75.19 $250,593 - $273,390	3,636 Added 10.74%	37,491 $2.82 Million
Q1 2023 May 08, 2023	BUY	$67.42 - $74.29 $228,756 - $252,065	3,393 Added 11.14%	33,855 $2.4 Million
Q4 2022 Feb 01, 2023	BUY	$63.25 - $72.69 $1.93 Million - $2.21 Million	30,462 New	30,462 $2.07 Million

Others Institutions Holding AVUS

# of Institutions

510

Shares Held

77.6M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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