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Steward Partners Investment Advisory’s AvePoint AVPT Stock Holding History

Steward Partners Investment Advisory’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 		$90.8K Sell
4,704
-679
-13% -$13.1K ﹤0.01% 2170
2025
Q1 		$77.7K Sell
5,383
-768
-12% -$11.1K ﹤0.01% 2162
2024
Q4 		$102K Sell
6,151
-1,865
-23% -$30.8K ﹤0.01% 1975
2024
Q3 		$94.3K Buy
+8,016
New +$94.3K ﹤0.01% 1905