Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

A detailed history of Stone Point Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Stone Point Wealth LLC holds 53,392 shares of AVDV stock, worth $4.82 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

53,392

Previous 51,926 2.82%

Holding current value

$4.82 Million

Previous $4.12 Million 15.48%

% of portfolio

1.37%

Previous 1.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$79.24 - $89.03 $116,165 - $130,517	1,466 Added 2.82%	53,392 $4.75 Million
Q2 2025 Jul 17, 2025	SELL	$61.76 - $79.32 $296,448 - $380,735	-4,800 Reduced 8.46%	51,926 $4.12 Million
Q1 2025 Apr 24, 2025	BUY	$63.74 - $71.96 $9,178 - $10,362	144 Added 0.25%	56,726 $3.96 Million
Q4 2024 Jan 28, 2025	SELL	$63.85 - $70.4 $93,029 - $102,572	-1,457 Reduced 2.51%	56,582 $3.68 Million
Q3 2024 Oct 31, 2024	BUY	$62.52 - $71.12 $3.63 Million - $4.13 Million	58,039 New	58,039 $4.1 Million

Q1 2024 May 01, 2024	BUY	$59.95 - $65.89 $154,371 - $169,666	2,575 Added 4.83%	55,931 $3.68 Million
Q4 2023 Jan 26, 2024	BUY	$54.34 - $62.7 $155,358 - $179,259	2,859 Added 5.66%	53,356 $3.33 Million
Q3 2023 Oct 25, 2023	BUY	$56.69 - $60.91 $148,754 - $159,827	2,624 Added 5.48%	50,497 $2.92 Million
Q2 2023 Jul 25, 2023	BUY	$56.07 - $60.13 $168,546 - $180,750	3,006 Added 6.7%	47,873 $2.76 Million
Q1 2023 Apr 20, 2023	BUY	$55.2 - $60.58 $362,277 - $397,586	6,563 Added 17.13%	44,867 $2.62 Million
Q4 2022 Jan 20, 2023	BUY	$47.39 - $57.3 $179,845 - $217,453	3,795 Added 11.0%	38,304 $0
Q3 2022 Nov 03, 2022	BUY	$47.02 - $57.29 $218,125 - $265,768	4,639 Added 15.53%	34,509 $1.64 Million
Q2 2022 Jul 19, 2022	BUY	$52.51 - $63.48 $352,394 - $426,014	6,711 Added 28.98%	29,870 $1.58 Million
Q1 2022 Apr 29, 2022	BUY	$57.89 - $66.21 $87,008 - $99,513	1,503 Added 6.94%	23,159 $1.47 Million
Q4 2021 Feb 10, 2022	BUY	$61.47 - $67.38 $1.33 Million - $1.46 Million	21,656 New	21,656 $1.4 Million

Others Institutions Holding AVDV

# of Institutions

537

Shares Held

116M

Call Options Held

4.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History