Institutional Ownership Ave Point, Inc. (AVPT)
This table provides information about the institutional ownership of Ave Point, Inc. (AVPT). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
63
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
63
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
57
shares
|
$1,062
0.0% of portfolio
|
Q1 2025
Reduced 48.18%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
50
shares
|
$932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
25
shares
|
$466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
25
shares
|
$466
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
19
shares
|
$354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
17
shares
|
$316
0.0% of portfolio
|
Q1 2025
Reduced 64.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
15
shares
|
$279
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
5
shares
|
$93
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4
shares
|
$74
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|