AF
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Allworth Financial’s AvePoint AVPT Stock Holding History

Allworth Financial’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$475K Buy
24,584
+24,494
+27,216% +$473K ﹤0.01% 851
2025
Q1 		$1.42K Buy
90
+48
+114% +$757 ﹤0.01% 3331
2024
Q4 		$737 Hold
42
– – ﹤0.01% 3491
2024
Q3 		$495 Sell
42
-17
-29% -$200 ﹤0.01% 3417
2024
Q2 		$624 Buy
+59
New +$624 ﹤0.01% 3308