Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 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 11,199 shares of AVIV stock, worth $601,610. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,199
Previous 10,359 8.11%
Holding current value
$601,610
Previous $543,000 15.65%
% of portfolio
0.21%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$50.37 - $56.43 $42,310 - $47,401
840 Added 8.11%
11,199 $628,000
Q2 2024

Jul 30, 2024
SELL
$52.26 - $55.37 $5,853 - $6,201
-112 Reduced 1.07%
10,359 $543,000
Q1 2024

May 01, 2024
SELL
$49.42 - $54.08 $3,657 - $4,001
-74 Reduced 0.7%
10,471 $566,000
Q4 2023

Jan 26, 2024
BUY
$45.8 - $51.67 $32,930 - $37,150
719 Added 7.32%
10,545 $542,000
Q3 2023

Oct 25, 2023
SELL
$47.37 - $50.8 $11,084 - $11,887
-234 Reduced 2.33%
9,826 $473,000
Q2 2023

Jul 25, 2023
BUY
$46.67 - $50.33 $85,452 - $92,154
1,831 Added 22.25%
10,060 $489,000
Q1 2023

Apr 20, 2023
BUY
$45.01 - $49.82 $370,387 - $409,968
8,229 New
8,229 $396,000

Others Institutions Holding AVIV

# of Institutions
111
Shares Held
5.41M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
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