A detailed history of Creative Planning transactions in Ave Point, Inc. stock. As of the latest transaction made, Creative Planning holds 94,586 shares of AVPT stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
94,586
Previous 85,462 10.68%
Holding current value
$1.23 Million
Previous $1.65 Million 14.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$14.33 - $19.31 $130,746 - $176,184
9,124 Added 10.68%
94,586 $1.42 Million
Q2 2025

Aug 08, 2025

BUY
$13.33 - $19.99 $487,104 - $730,474
36,542 Added 74.7%
85,462 $1.65 Million
Q1 2025

May 15, 2025

BUY
$13.5 - $19.8 $291,006 - $426,808
21,556 Added 78.78%
48,920 $706,000
Q4 2024

Feb 14, 2025

SELL
$11.54 - $18.89 $22,860 - $37,421
-1,981 Reduced 6.75%
27,364 $451,000
Q3 2024

Oct 11, 2024

BUY
$9.7 - $11.98 $45,570 - $56,282
4,698 Added 19.06%
29,345 $345,000
Q2 2024

Aug 15, 2024

BUY
$7.64 - $10.42 $61,417 - $83,766
8,039 Added 48.4%
24,647 $256,000
Q1 2024

May 10, 2024

BUY
$7.38 - $8.24 $41,128 - $45,921
5,573 Added 50.5%
16,608 $131,000
Q4 2023

Feb 14, 2024

BUY
$6.46 - $8.5 $71,286 - $93,797
11,035 New
11,035 $90,000

Others Institutions Holding AVPT

About AvePoint, Inc.


  • Ticker AVPT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 185,392,992
  • Market Cap $2.41B
  • Description
  • AvePoint, Inc. provides Microsoft 365 data management solutions worldwide. It offers SaaS platform cloud-hosted collaboration systems by providing suite of software products. The company focuses on data protection, governance, compliance management extensions for Microsoft 365, Dynamics 365, Salesforce, and Google Workspace. In addition, the com...
More about AVPT
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