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 31,082 shares of AVEM stock, worth $2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
31,082
Holding current value
$2 Million
% of portfolio
0.66%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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