Advisor Group Holdings, Inc. Ave Point, Inc. Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Ave Point, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 9,983 shares of AVPT stock, worth $189,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,983

Previous 11,667 14.43%

Holding current value

$189,177

Previous $192,000 25.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$13.5 - $19.8 $22,734 - $33,343	-1,684 Reduced 14.43%	9,983 $144,000
Q4 2024 Jun 06, 2025	BUY	$11.54 - $18.89 $270,024 - $442,007	23,399 Added 234.39%	33,382 $551,000
Q3 2024 Nov 13, 2024	BUY	$9.7 - $11.98 $79,937 - $98,727	8,241 Added 240.54%	11,667 $137,000
Q2 2024 Aug 13, 2024	BUY	$7.64 - $10.42 $1,627 - $2,219	213 Added 6.63%	3,426 $35,000
Q1 2024 May 10, 2024	BUY	$7.38 - $8.24 $3,328 - $3,716	451 Added 16.33%	3,213 $25,000
Q4 2023 Feb 12, 2024	BUY	$6.46 - $8.5 $2,661 - $3,502	412 Added 17.53%	2,762 $22,000
Q2 2023 Aug 10, 2023	SELL	$3.9 - $6.86 $1,950 - $3,430	-500 Reduced 17.54%	2,350 $13,000
Q1 2023 May 12, 2023	SELL	$3.9 - $5.16 $2,967 - $3,926	-761 Reduced 21.07%	2,850 $11,000
Q4 2022 Feb 10, 2023	BUY	$3.59 - $5.06 $183 - $258	51 Added 1.43%	3,611 $14,000
Q3 2022 Nov 14, 2022	SELL	$0.87 - $5.44 $840 - $5,255	-966 Reduced 21.34%	3,560 $15,000
Q2 2022 Aug 10, 2022	BUY	$4.17 - $6.03 $3,340 - $4,830	801 Added 21.5%	4,526 $20,000
Q1 2022 May 04, 2022	SELL	$5.01 - $6.64 $1,603 - $2,124	-320 Reduced 7.91%	3,725 $20,000
Q3 2021 Nov 05, 2021	BUY	$8.46 - $12.11 $34,220 - $48,984	4,045 New	4,045 $35,000

Others Institutions Holding AVPT

# of Institutions

278

Shares Held

127M

Call Options Held

561K

Put Options Held

564K

View Full List

About AvePoint, Inc.

Ticker AVPT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 185,392,992
Market Cap $3.51B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Account

Advisor Group Holdings, Inc. Ave Point, Inc. Transaction History