Cypress Point Wealth Management, LLC AVUS Holdings History
Cypress Point Wealth Management, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Cypress Point Wealth Management, LLC held 53,887.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $5.43 Mil. This investment constitutes 1.32% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0.06% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q4. And since then Cypress Point Wealth Management, LLC has made 11 purchases of AVUS, at an average price of $74.38, for a total of 53,887.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Cypress Point Wealth Management, LLC's estimated gain on his AVUS holdings is $1.52 Mil, reflecting a 37.83% gain to date.
Cypress Point Wealth Management, LLC AVUS ($102.51) Holding Chart
Cypress Point Wealth Management, LLC AVUS ($102.51) 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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