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

Cypress Point Wealth Management, LLC

$288 Million
Q4 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 39,750 shares of AVUV stock, worth $3.46 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

39,750

Previous 41,335 3.83%

Holding current value

$3.46 Million

Previous $3.97 Million 3.25%

% of portfolio

1.33%

Previous 1.74%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$94.37 - $106.41 $149,576 - $168,659	-1,585 Reduced 3.83%	39,750 $3.84 Million
Q3 2024 Nov 01, 2024	SELL	$88.24 - $99.7 $527,145 - $595,607	-5,974 Reduced 12.63%	41,335 $3.97 Million
Q2 2024 Jul 26, 2024	SELL	$86.93 - $93.77 $71,978 - $77,641	-828 Reduced 1.72%	47,309 $4.24 Million
Q1 2024 May 07, 2024	BUY	$84.87 - $93.71 $85,973 - $94,928	1,013 Added 2.15%	48,137 $4.51 Million
Q4 2023 Jan 17, 2024	BUY	$73.38 - $91.25 $218,305 - $271,468	2,975 Added 6.74%	47,124 $4.23 Million
Q3 2023 Oct 31, 2023	BUY	$75.9 - $84.23 $524,013 - $581,523	6,904 Added 18.54%	44,149 $3.44 Million
Q2 2023 Jul 20, 2023	BUY	$69.33 - $77.71 $1.51 Million - $1.7 Million	21,849 Added 141.91%	37,245 $2.89 Million
Q1 2023 May 08, 2023	BUY	$70.61 - $84.06 $118,836 - $141,472	1,683 Added 12.27%	15,396 $1.14 Million
Q4 2022 Feb 01, 2023	BUY	$68.43 - $80.54 $938,380 - $1.1 Million	13,713 New	13,713 $1.02 Million

Others Institutions Holding AVUV

# of Institutions

840

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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