Insight Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
A detailed history of Insight Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 119,616 shares of AVUV stock, worth $10.4 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
119,616
Previous 122,269
2.17%
Holding current value
$10.4 Million
Previous $11.8 Million
11.88%
% of portfolio
1.43%
Previous 1.59%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
841Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio