Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History

Stone Point Wealth LLC

$275 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

429

Shares Held

86.5M

Call Options Held

0

Put Options Held

0

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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