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 35,705 shares of AVUV stock, worth $2.84 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
35,705
Previous 39,750
10.18%
Holding current value
$2.84 Million
Previous $3.84 Million
18.89%
% of portfolio
1.14%
Previous 1.33%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$636 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$330 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$280 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$214 Million15.25% of portfolio