A detailed history of Balboa Wealth Partners transactions in Ave Point, Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 13,986 shares of AVPT stock, worth $182,097. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,986
Previous 12,559 11.36%
Holding current value
$182,097
Previous $188,000 3.19%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

BUY
$12.08 - $15.25 $17,238 - $21,761
1,427 Added 11.36%
13,986 $182,000
Q2 2025

Jul 29, 2025

SELL
$13.33 - $19.99 $1,399 - $2,098
-105 Reduced 0.83%
12,559 $242,000
Q1 2025

Apr 23, 2025

BUY
$13.5 - $19.8 $310 - $455
23 Added 0.18%
12,664 $182,000
Q4 2024

Feb 10, 2025

BUY
$11.54 - $18.89 $23,391 - $38,290
2,027 Added 19.1%
12,641 $208,000
Q3 2024

Nov 06, 2024

BUY
$9.7 - $11.98 $102,955 - $127,155
10,614 New
10,614 $124,000

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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