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 52,594 shares of AVUV stock, worth $4.7 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

52,594

Previous 54,271 3.09%

Holding current value

$4.7 Million

Previous $5.24 Million 12.49%

% of portfolio

1.58%

Previous 1.78%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$84.95 - $100.62 $142,461 - $168,739	-1,677 Reduced 3.09%	52,594 $4.58 Million
Q4 2024 Jan 28, 2025	SELL	$94.37 - $106.41 $773,456 - $872,136	-8,196 Reduced 13.12%	54,271 $5.24 Million
Q3 2024 Oct 31, 2024	BUY	$88.24 - $99.7 $5.51 Million - $6.23 Million	62,467 New	62,467 $5.99 Million
Q1 2024 May 01, 2024	BUY	$84.87 - $93.71 $199,359 - $220,124	2,349 Added 3.78%	64,539 $6.05 Million
Q4 2023 Jan 26, 2024	BUY	$73.38 - $91.25 $394,197 - $490,195	5,372 Added 9.45%	62,190 $5.58 Million
Q3 2023 Oct 25, 2023	BUY	$75.9 - $84.23 $386,938 - $429,404	5,098 Added 9.86%	56,818 $4.43 Million
Q2 2023 Jul 25, 2023	BUY	$69.33 - $77.71 $289,383 - $324,361	4,174 Added 8.78%	51,720 $4.01 Million
Q1 2023 Apr 20, 2023	BUY	$70.61 - $84.06 $437,923 - $521,340	6,202 Added 15.0%	47,546 $3.52 Million
Q4 2022 Jan 20, 2023	BUY	$68.43 - $80.54 $735,964 - $866,207	10,755 Added 35.16%	41,344 $0
Q3 2022 Nov 03, 2022	BUY	$65.42 - $79.96 $606,181 - $740,909	9,266 Added 43.46%	30,589 $2.02 Million
Q2 2022 Jul 19, 2022	BUY	$67.93 - $81.74 $479,857 - $577,411	7,064 Added 49.54%	21,323 $1.46 Million
Q1 2022 Apr 29, 2022	BUY	$75.32 - $82.57 $97,388 - $106,763	1,293 Added 9.97%	14,259 $1.15 Million
Q4 2021 Feb 10, 2022	BUY	$75.12 - $83.87 $974,005 - $1.09 Million	12,966 New	12,966 $1.04 Million

Others Institutions Holding AVUV

# of Institutions

867

Shares Held

120M

Call Options Held

20.2K

Put Options Held

10.8K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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Stone Point Wealth LLC American Centy ETF Tr Avantis Transaction History