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

Insight Wealth Partners, LLC

$630 Million
Q2 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 11,713 shares of AVIV stock, worth $755,137. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,713

Previous 10,803 8.42%

Holding current value

$755,137

Previous $612,000 19.12%

% of portfolio

0.12%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

134

Shares Held

8.72M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

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