Cypress Point Wealth Management, LLC AVEM Holdings History
Cypress Point Wealth Management, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 89,848.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $5.41 Mil. This investment constitutes 1.71% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.07% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2023Q2. And since then Cypress Point Wealth Management, LLC has made 6 purchases of AVEM, at an average price of $56.25, for a total of 91,505.00 shares. In addition, there have been 2 sales at an average price of $60.79 for 1,657.00 shares. Based on historical transaction data and AVEM's current price of $68.38, Cypress Point Wealth Management, LLC's estimated gain on his AVEM holdings is $1.10 Mil, reflecting a 21.31% gain to date.
Cypress Point Wealth Management, LLC AVEM ($68.38) Holding Chart
Cypress Point Wealth Management, LLC AVEM ($68.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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