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 62,467 shares of AVUV stock, worth $6.24 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
62,467
Holding current value
$6.24 Million
% of portfolio
1.96%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$88.24 - $99.7 $5.51 Million - $6.23 Million
62,467 New
62,467 $5.99 Million
Q1 2024

May 01, 2024

BUY
$84.87 - $93.71 $199,359 - $220,124
2,349 Added 3.78%
64,539 $6.05 Million
Q4 2023

Jan 26, 2024

BUY
$73.38 - $91.25 $394,197 - $490,195
5,372 Added 9.45%
62,190 $5.58 Million
Q3 2023

Oct 25, 2023

BUY
$75.9 - $84.23 $386,938 - $429,404
5,098 Added 9.86%
56,818 $4.43 Million
Q2 2023

Jul 25, 2023

BUY
$69.33 - $77.71 $289,383 - $324,361
4,174 Added 8.78%
51,720 $4.01 Million
Q1 2023

Apr 20, 2023

BUY
$70.61 - $84.06 $437,923 - $521,340
6,202 Added 15.0%
47,546 $3.52 Million
Q4 2022

Jan 20, 2023

BUY
$68.43 - $80.54 $735,964 - $866,207
10,755 Added 35.16%
41,344 $0
Q3 2022

Nov 03, 2022

BUY
$65.42 - $79.96 $606,181 - $740,909
9,266 Added 43.46%
30,589 $2.02 Million
Q2 2022

Jul 19, 2022

BUY
$67.93 - $81.74 $479,857 - $577,411
7,064 Added 49.54%
21,323 $1.46 Million
Q1 2022

Apr 29, 2022

BUY
$75.32 - $82.57 $97,388 - $106,763
1,293 Added 9.97%
14,259 $1.15 Million
Q4 2021

Feb 10, 2022

BUY
$75.12 - $83.87 $974,005 - $1.09 Million
12,966 New
12,966 $1.04 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.