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 17,202 shares of AVUV stock, worth $1.59 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
17,202
Previous 16,621
3.5%
Holding current value
$1.59 Million
Previous $1.45 Million
8.22%
% of portfolio
0.25%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
891Shares Held
127MCall Options Held
22.5KPut Options Held
10.9K-
Creative Planning Overland Park, KS14.6MShares$1.35 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$406 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$326 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$298 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$256 Million13.71% of portfolio