Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

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 56,582 shares of AVDV stock, worth $3.77 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
56,582
Previous 58,039 2.51%
Holding current value
$3.77 Million
Previous $4.1 Million 10.22%
% of portfolio
1.25%
Previous 1.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
381
Shares Held
81.4M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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