Cypress Point Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cypress Point Wealth Management, LLC
- $361 Million
- Q2 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 53,887 shares of AVUS stock, worth $5.82 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
53,887
Previous 51,405
4.83%
Holding current value
$5.82 Million
Previous $4.75 Million
14.41%
% of portfolio
1.51%
Previous 1.73%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$403 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$375 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$327 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$279 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$244 Million9.89% of portfolio