CPWM
Cypress Point Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Sell |
371,291
-86,772
| -19% | -$6.16M | 6.42% | 3 |
|
|
2025
Q1 | $29.4M | Buy |
458,063
+131,888
| +40% | +$8.47M | 9.33% | 3 |
|
|
2024
Q4 | $22M | Buy |
326,175
+77,581
| +31% | +$5.24M | 6.86% | 3 |
|
|
2024
Q3 | $16.4M | Buy |
248,594
+41,353
| +20% | +$2.73M | 6.45% | 3 |
|
|
2024
Q2 | $13M | Buy |
207,241
+41,359
| +25% | +$2.6M | 6.16% | 3 |
|
|
2024
Q1 | $10.3M | Buy |
+165,882
| New | +$10.3M | 5.25% | 3 |
|