Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

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 32,120 shares of AVEM stock, worth $1.98 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
32,120
Previous 31,082 3.34%
Holding current value
$1.98 Million
Previous $2.01 Million 5.93%
% of portfolio
0.64%
Previous 0.66%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email