True Wealth Design’s AvePoint AVPT Stock Holding History

True Wealth Design’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 Q3	$2K	Sell
2025 Q2	$2.82K	Buy
2025 Q1	$910	Buy
2024 Q4	$826	Hold
2024 Q3	$589	Sell
2024 Q2	$5.21K	Buy