Cypress Point Wealth Management, LLC AMERICAN CENTY ETF TR Transaction History

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025
Number of Shares
458,063
Previous 326,175 40.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
N/A
131,888 Added 40.43%
458,063 $0
Q4 2024

Jan 21, 2025
BUY
N/A
77,581 Added 31.21%
326,175 $0
Q3 2024

Nov 01, 2024
BUY
N/A
41,353 Added 19.95%
248,594 $0
Q2 2024

Jul 26, 2024
BUY
N/A
41,359 Added 24.93%
207,241 $0
Q1 2024

May 07, 2024
BUY
N/A
165,882 New
165,882 $0
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