Insight Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Insight Wealth Partners, LLC
- $592 Million
- Q1 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 16,621 shares of AVUV stock, worth $1.48 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,621
Previous 16,692
0.43%
Holding current value
$1.48 Million
Previous $1.61 Million
10.12%
% of portfolio
0.24%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio