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

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

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 119,978 shares of AVUV stock, worth $11.5 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
119,978
Previous 118,676 1.1%
Holding current value
$11.5 Million
Previous $10.6 Million 8.11%
% of portfolio
1.54%
Previous 1.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$88.24 - $99.7 $114,888 - $129,809
1,302 Added 1.1%
119,978 $11.5 Million
Q2 2024

Jul 08, 2024
BUY
$86.93 - $93.77 $247,663 - $267,150
2,849 Added 2.46%
118,676 $10.6 Million
Q1 2024

Apr 05, 2024
SELL
$84.87 - $93.71 $88,179 - $97,364
-1,039 Reduced 0.89%
115,827 $10.9 Million
Q4 2023

Jan 12, 2024
SELL
$73.38 - $91.25 $275,762 - $342,917
-3,758 Reduced 3.12%
116,866 $10.5 Million
Q3 2023

Oct 13, 2023
BUY
$75.9 - $84.23 $9.16 Million - $10.2 Million
120,624 New
120,624 $9.4 Million

Others Institutions Holding AVUV

# of Institutions
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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