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

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 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 19,267 shares of AVPT stock, worth $266,269. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,267

Previous 33,360 42.25%

Holding current value

$266,269

Previous $644,000 42.24%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	SELL	$13.33 - $19.99 $187,859 - $281,719	-14,093 Reduced 42.25%	19,267 $372,000
Q2 2025 Aug 13, 2025	BUY	$13.33 - $19.99 $311,615 - $467,306	23,377 Added 234.17%	33,360 $644,000
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

267

Shares Held

135M

Call Options Held

278K

Put Options Held

505K

View Full List

About AvePoint, Inc.

Ticker AVPT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 185,392,992
Market Cap $2.56B
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...

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