Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

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 10,568 shares of AVIV stock, worth $617,276. This represents 0.21% of its overall portfolio holdings.

Number of Shares

10,568

Previous 10,610 0.4%

Holding current value

$617,276

Previous $550,000 8.73%

% of portfolio

0.21%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$51.51 - $58.54 $2,163 - $2,458	-42 Reduced 0.4%	10,568 $598,000
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

124

Shares Held

7.74M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

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Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History