CPWM
Cypress Point Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
53,887
+2,482
| +5% | +$250K | 1.32% | 10 |
|
|
2025
Q1 | $4.75M | Buy |
51,405
+1,562
| +3% | +$144K | 1.51% | 11 |
|
|
2024
Q4 | $4.83M | Buy |
49,843
+2,062
| +4% | +$200K | 1.5% | 12 |
|
|
2024
Q3 | $4.55M | Buy |
47,781
+1,014
| +2% | +$96.5K | 1.79% | 11 |
|
|
2024
Q2 | $4.22M | Buy |
46,767
+3,858
| +9% | +$348K | 2% | 11 |
|
|
2024
Q1 | $3.84M | Buy |
42,909
+375
| +0.9% | +$33.6K | 1.97% | 11 |
|
|
2023
Q4 | $3.47M | Buy |
42,534
+1,722
| +4% | +$140K | 2.58% | 9 |
|
|
2023
Q3 | $2.99M | Buy |
40,812
+3,321
| +9% | +$243K | 2.63% | 9 |
|
|
2023
Q2 | $2.82M | Buy |
37,491
+3,636
| +11% | +$273K | 3% | 8 |
|
|
2023
Q1 | $2.4M | Buy |
33,855
+3,393
| +11% | +$240K | 3.38% | 8 |
|
|
2022
Q4 | $2.07M | Buy |
+30,462
| New | +$2.07M | 3.25% | 8 |
|