A detailed history of True Wealth Design, LLC transactions in Ave Point, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 133 shares of AVPT stock, worth $1,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares
133
Previous 146 8.9%
Holding current value
$1,879
Previous $2.82 Million 29.18%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
$14.33 - $19.31 $186 - $251
-13 Reduced 8.9%
133 $2 Million
Q2 2025

Aug 06, 2025

BUY
$13.33 - $19.99 $1,106 - $1,659
83 Added 131.75%
146 $2.82 Million
Q1 2025

May 13, 2025

BUY
$13.5 - $19.8 $175 - $257
13 Added 26.0%
63 $910,000
Q3 2024

Nov 14, 2024

SELL
$9.7 - $11.98 $4,365 - $5,391
-450 Reduced 90.0%
50 $589,000
Q2 2024

Aug 14, 2024

BUY
$7.64 - $10.42 $3,820 - $5,210
500 New
500 $5.21 Million

Others Institutions Holding AVPT

About AvePoint, Inc.


  • Ticker AVPT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 185,392,992
  • Market Cap $2.62B
  • Description
  • AvePoint, Inc. provides Microsoft 365 data management solutions worldwide. It offers SaaS platform cloud-hosted collaboration systems by providing suite of software products. The company focuses on data protection, governance, compliance management extensions for Microsoft 365, Dynamics 365, Salesforce, and Google Workspace. In addition, the com...
More about AVPT
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