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 10,610 shares of AVIV stock, worth $615,910. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,610
Previous 11,199 5.26%
Holding current value
$615,910
Previous $628,000 12.42%
% of portfolio
0.19%
Previous 0.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$51.24 - $55.81 $30,180 - $32,872
-589 Reduced 5.26%
10,610 $550,000
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
121
Shares Held
7.04M
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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