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Rise Advisors’s AvePoint AVPT Stock Holding History

Rise Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-597
Closed -$8.96K – 217
2025
Q3 		$8.96K Hold
597
– – ﹤0.01% 1041
2025
Q2 		$11.5K Hold
597
– – ﹤0.01% 897
2025
Q1 		$8.62K Buy
+597
New +$10K ﹤0.01% 1082

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