Insight Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Insight Wealth Partners, LLC

  • $581 Million
  • Q1 2024

A detailed history of Insight Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 19,524 shares of AVDV stock, worth $1.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,524
Previous 15,851 23.17%
Holding current value
$1.3 Million
Previous $990,000 29.8%
% of portfolio
0.22%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$59.95 - $65.89 $220,196 - $242,013
3,673 Added 23.17%
19,524 $1.29 Million
Q4 2023

Feb 13, 2024
BUY
$54.34 - $62.7 $384,618 - $443,790
7,078 Added 80.68%
15,851 $990,000
Q3 2023

Oct 30, 2023
BUY
$56.69 - $60.91 $194,560 - $209,043
3,432 Added 64.26%
8,773 $507,000
Q2 2023

Aug 11, 2023
BUY
$56.07 - $60.13 $299,469 - $321,154
5,341 New
5,341 $307,000

Others Institutions Holding AVDV

# of Institutions
336
Shares Held
70.3M
Call Options Held
1.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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