Intergy Private Wealth, LLC American Centy ETF Tr Avantis Transaction History

Intergy Private Wealth, LLC

$290 Million
Q2 2025

A detailed history of Intergy Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 68,467 shares of AVUV stock, worth $6.34 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

68,467

Previous 66,117 3.55%

Holding current value

$6.34 Million

Previous $5.75 Million 8.51%

% of portfolio

2.15%

Previous 2.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$75.17 - $91.21 $176,649 - $214,343	2,350 Added 3.55%	68,467 $6.24 Million
Q1 2025 Apr 11, 2025	BUY	$84.95 - $100.62 $129,463 - $153,344	1,524 Added 2.36%	66,117 $5.75 Million
Q4 2024 Jan 23, 2025	BUY	$94.37 - $106.41 $137,874 - $155,465	1,461 Added 2.31%	64,593 $6.24 Million
Q3 2024 Oct 17, 2024	BUY	$88.24 - $99.7 $108,888 - $123,029	1,234 Added 1.99%	63,132 $6.06 Million
Q2 2024 Jul 15, 2024	BUY	$86.93 - $93.77 $195,853 - $211,263	2,253 Added 3.78%	61,898 $5.55 Million
Q1 2024 Apr 24, 2024	BUY	$84.87 - $93.71 $114,489 - $126,414	1,349 Added 2.31%	59,645 $5.59 Million
Q4 2023 Jan 11, 2024	BUY	$73.38 - $91.25 $239,145 - $297,383	3,259 Added 5.92%	58,296 $5.23 Million
Q3 2023 Oct 19, 2023	BUY	$75.9 - $84.23 $1.26 Million - $1.4 Million	16,629 Added 43.3%	55,037 $4.29 Million
Q2 2023 Aug 11, 2023	BUY	$69.33 - $77.71 $2.66 Million - $2.98 Million	38,408 New	38,408 $2.98 Million

Others Institutions Holding AVUV

# of Institutions

892

Shares Held

124M

Call Options Held

22.5K

Put Options Held

10.9K

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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Account

Intergy Private Wealth, LLC American Centy ETF Tr Avantis Transaction History