Cypress Point Wealth Management, LLC AVLC Holdings History
Cypress Point Wealth Management, LLC's Avantis U.S. Large Cap Equity ETF Holding Summary
As of 2025-06-30, Cypress Point Wealth Management, LLC held 371,291.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $26.38 Mil. This investment constitutes 6.42% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 4.03% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.
The initial trade took place in 2024Q1. And since then Cypress Point Wealth Management, LLC has made 5 purchases of AVLC, at an average price of $63.45, for a total of 458,063.00 shares. In addition, there have been 1 sales at an average price of $65.59 for 86,772.00 shares. Based on historical transaction data and AVLC's current price of $72.06, Cypress Point Wealth Management, LLC's estimated gain on his AVLC holdings is $3.38 Mil, reflecting a 11.63% gain to date.
Cypress Point Wealth Management, LLC AVLC ($72.06) Holding Chart
Cypress Point Wealth Management, LLC AVLC ($72.06) 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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