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

Insight Wealth Partners, LLC

$723 Million
Q4 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 16,692 shares of AVUV stock, worth $1.45 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

16,692

Previous 16,728 0.22%

Holding current value

$1.45 Million

Previous $1.61 Million 0.37%

% of portfolio

0.22%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$94.37 - $106.41 $3,397 - $3,830	-36 Reduced 0.22%	16,692 $1.61 Million
Q3 2024 Nov 13, 2024	SELL	$88.24 - $99.7 $10,765 - $12,163	-122 Reduced 0.72%	16,728 $1.61 Million
Q2 2024 Jul 18, 2024	BUY	$86.93 - $93.77 $108,923 - $117,493	1,253 Added 8.03%	16,850 $1.51 Million
Q1 2024 May 10, 2024	BUY	$84.87 - $93.71 $237,296 - $262,013	2,796 Added 21.84%	15,597 $1.46 Million
Q4 2023 Feb 13, 2024	BUY	$73.38 - $91.25 $294,107 - $365,730	4,008 Added 45.58%	12,801 $1.15 Million
Q3 2023 Oct 30, 2023	BUY	$75.9 - $84.23 $163,944 - $181,936	2,160 Added 32.56%	8,793 $685,000
Q2 2023 Aug 11, 2023	BUY	$69.33 - $77.71 $238,356 - $267,166	3,438 Added 107.61%	6,633 $514,000
Q1 2023 May 12, 2023	BUY	$70.61 - $84.06 $10,238 - $12,188	145 Added 4.75%	3,195 $236,000
Q4 2022 Jan 31, 2023	BUY	$68.43 - $80.54 $208,711 - $245,647	3,050 New	3,050 $227,000

Others Institutions Holding AVUV

# of Institutions

841

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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