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 42,909 shares of AVUS stock, worth $3.94 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

42,909

Previous 42,534 0.88%

Holding current value

$3.94 Million

Previous $3.47 Million 10.73%

% of portfolio

2.16%

Previous 2.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$66.69 - $72.69 $2.03 Million - $2.21 Million	30,462 New	30,462 $2.07 Million

Others Institutions Holding AVUS

# of Institutions

365

Shares Held

60.8M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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