AMERICAN CENTY ETF TR

Ticker: AVDV CUSIP: 025072802 Class: INTL SMCP VLU

Cypress Point Wealth Management, LLC's Holding History (CIK: 0001825611)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 50,147 Value ($000) $4,712 Avg Close Range
Q3 2025
Shares 50,101 Value ($000) $4,460 Avg Close Range
Q2 2025
Shares 54,971 Value ($000) $4,358 Avg Close Range
Q1 2025
Shares 57,275 Value ($000) $3,994 Avg Close Range
Q4 2024
Shares 56,944 Value ($000) $3,706 Avg Close Range
Q3 2024
Shares 58,195 Value ($000) $4,113 Avg Close Range
Q2 2024
Shares 54,680 Value ($000) $3,551 Avg Close Range
Q1 2024
Shares 52,359 Value ($000) $3,448 Avg Close Range
Q4 2023
Shares 34,494 Value ($000) $2,156 Avg Close Range
Q3 2023
Shares 25,977 Value ($000) $1,503 Avg Close Range
Q2 2023
Shares 14,867 Value ($000) $856 Avg Close Range