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

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025

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 14,416 shares of AVIV stock, worth $998,019. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,416
Previous 11,713 23.08%
Holding current value
$998,019
Previous $729,000 33.33%
% of portfolio
0.14%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$61.83 - $67.44 $167,126 - $182,290
2,703 Added 23.08%
14,416 $972,000
Q2 2025

Jul 31, 2025
BUY
$50.27 - $62.84 $45,745 - $57,184
910 Added 8.42%
11,713 $729,000
Q1 2025

May 15, 2025
SELL
$51.51 - $58.54 $13,598 - $15,454
-264 Reduced 2.39%
10,803 $612,000
Q4 2024

Feb 14, 2025
SELL
$51.24 - $55.81 $10,248 - $11,162
-200 Reduced 1.78%
11,067 $574,000
Q3 2024

Nov 13, 2024
SELL
$50.37 - $56.43 $16,420 - $18,396
-326 Reduced 2.81%
11,267 $632,000
Q2 2024

Jul 18, 2024
BUY
$52.26 - $55.37 $41,233 - $43,686
789 Added 7.3%
11,593 $607,000
Q1 2024

May 10, 2024
BUY
$49.42 - $54.08 $107,537 - $117,678
2,176 Added 25.22%
10,804 $584,000
Q4 2023

Feb 13, 2024
BUY
$45.8 - $51.67 $39,159 - $44,177
855 Added 11.0%
8,628 $444,000
Q3 2023

Oct 30, 2023
BUY
$47.37 - $50.8 $102,935 - $110,388
2,173 Added 38.8%
7,773 $374,000
Q2 2023

Aug 11, 2023
BUY
$46.67 - $50.33 $261,352 - $281,848
5,600 New
5,600 $272,000

Others Institutions Holding AVIV

# of Institutions
156
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
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