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

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 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 125,602 shares of AVUV stock, worth $12.6 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
125,602
Previous 119,616 5.0%
Holding current value
$12.6 Million
Previous $10.4 Million 10.02%
% of portfolio
1.55%
Previous 1.43%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$75.17 - $91.21 $449,967 - $545,983
5,986 Added 5.0%
125,602 $11.4 Million
Q1 2025

Apr 03, 2025
SELL
$84.95 - $100.62 $225,372 - $266,944
-2,653 Reduced 2.17%
119,616 $10.4 Million
Q4 2024

Jan 06, 2025
BUY
$94.37 - $106.41 $216,201 - $243,785
2,291 Added 1.91%
122,269 $11.8 Million
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
922
Shares Held
127M
Call Options Held
29.3K
Put Options Held
16K
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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