Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

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 33,423 shares of AVEM stock, worth $2.59 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

33,423

Previous 34,371 2.76%

Holding current value

$2.59 Million

Previous $2.36 Million 6.58%

% of portfolio

0.72%

Previous 0.74%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$68.33 - $75.41 $64,776 - $71,488	-948 Reduced 2.76%	33,423 $2.51 Million
Q2 2025 Jul 17, 2025	BUY	$53.08 - $68.54 $49,629 - $64,084	935 Added 2.8%	34,371 $2.36 Million
Q1 2025 Apr 24, 2025	BUY	$57.11 - $62.4 $75,156 - $82,118	1,316 Added 4.1%	33,436 $2.01 Million
Q4 2024 Jan 28, 2025	BUY	$58.59 - $66.14 $60,816 - $68,653	1,038 Added 3.34%	32,120 $1.89 Million
Q3 2024 Oct 31, 2024	BUY	$57.2 - $65.59 $1.78 Million - $2.04 Million	31,082 New	31,082 $2.01 Million

Q1 2024 May 01, 2024	BUY	$53.02 - $58.54 $128,043 - $141,374	2,415 Added 9.52%	27,795 $1.61 Million
Q4 2023 Jan 26, 2024	BUY	$51.0 - $56.39 $104,805 - $115,881	2,055 Added 8.81%	25,380 $1.43 Million
Q3 2023 Oct 25, 2023	BUY	$52.44 - $57.3 $147,828 - $161,528	2,819 Added 13.75%	23,325 $1.23 Million
Q2 2023 Jul 25, 2023	BUY	$51.46 - $55.92 $193,541 - $210,315	3,761 Added 22.46%	20,506 $1.1 Million
Q1 2023 Apr 20, 2023	BUY	$50.27 - $56.2 $164,332 - $183,717	3,269 Added 24.26%	16,745 $885,000
Q4 2022 Jan 20, 2023	BUY	$44.87 - $52.64 $65,779 - $77,170	1,466 Added 12.21%	13,476 $0
Q3 2022 Nov 03, 2022	SELL	$45.9 - $53.37 $17,396 - $20,227	-379 Reduced 3.06%	12,010 $552,000
Q2 2022 Jul 19, 2022	BUY	$51.44 - $61.32 $149,793 - $178,563	2,912 Added 30.73%	12,389 $645,000
Q1 2022 Apr 29, 2022	BUY	$54.87 - $65.28 $46,968 - $55,879	856 Added 9.93%	9,477 $575,000
Q4 2021 Feb 10, 2022	BUY	$60.96 - $66.61 $525,536 - $574,244	8,621 New	8,621 $547,000

Others Institutions Holding AVEM

# of Institutions

724

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History