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 48,137 shares of AVUV stock, worth $4.6 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

48,137

Previous 47,124 2.15%

Holding current value

$4.6 Million

Previous $4.23 Million 6.59%

% of portfolio

2.54%

Previous 3.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$73.17 - $80.54 $1 Million - $1.1 Million	13,713 New	13,713 $1.02 Million

Others Institutions Holding AVUV

# of Institutions

637

Shares Held

79.7M

Call Options Held

24.4K

Put Options Held

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