AMERICAN CENTY ETF TR

Ticker: AVDV CUSIP: 025072802 Class: INTL SMCP VLU

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 54,066 Value ($000) $5,081 Avg Close — Range —
Q3 2025
Shares 53,392 Value ($000) $4,753 Avg Close — Range —
Q2 2025
Shares 51,926 Value ($000) $4,117 Avg Close — Range —
Q1 2025
Shares 56,726 Value ($000) $3,956 Avg Close — Range —
Q4 2024
Shares 56,582 Value ($000) $3,682 Avg Close — Range —
Q3 2024
Shares 58,039 Value ($000) $4,102 Avg Close — Range —
Q1 2024
Shares 55,931 Value ($000) $3,684 Avg Close — Range —
Q4 2023
Shares 53,356 Value ($000) $3,334 Avg Close — Range —
Q3 2023
Shares 50,497 Value ($000) $2,921 Avg Close — Range —
Q2 2023
Shares 47,873 Value ($000) $2,756 Avg Close — Range —
Q1 2023
Shares 44,867 Value ($000) $2,624 Avg Close — Range —
Q4 2022
Shares 38,304 Value ($000) $2,120 Avg Close — Range —
Q3 2022
Shares 34,509 Value ($000) $1,640 Avg Close — Range —
Q2 2022
Shares 29,870 Value ($000) $1,576 Avg Close — Range —
Q1 2022
Shares 23,159 Value ($000) $1,470 Avg Close — Range —
Q4 2021
Shares 21,656 Value ($000) $1,395 Avg Close — Range —