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

Insight Wealth Partners, LLC

$577 Million
Q2 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 16,850 shares of AVUV stock, worth $1.59 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,850

Previous 15,597 8.03%

Holding current value

$1.59 Million

Previous $1.46 Million 3.42%

% of portfolio

0.26%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

673

Shares Held

88.1M

Call Options Held

14.4K

Put Options Held

4.2K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

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