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

Insight Wealth Partners, LLC

$498 Million
Q3 2024

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 21,111 shares of AVDV stock, worth $1.37 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

21,111

Previous 20,896 1.03%

Holding current value

$1.37 Million

Previous $1.36 Million 9.87%

% of portfolio

0.3%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$62.52 - $71.12 $13,441 - $15,290	215 Added 1.03%	21,111 $1.49 Million
Q2 2024 Jul 18, 2024	BUY	$63.81 - $68.36 $87,547 - $93,789	1,372 Added 7.03%	20,896 $1.36 Million
Q1 2024 May 10, 2024	BUY	$59.95 - $65.89 $220,196 - $242,013	3,673 Added 23.17%	19,524 $1.29 Million
Q4 2023 Feb 13, 2024	BUY	$54.34 - $62.7 $384,618 - $443,790	7,078 Added 80.68%	15,851 $990,000
Q3 2023 Oct 30, 2023	BUY	$56.69 - $60.91 $194,560 - $209,043	3,432 Added 64.26%	8,773 $507,000
Q2 2023 Aug 11, 2023	BUY	$56.07 - $60.13 $299,469 - $321,154	5,341 New	5,341 $307,000

Others Institutions Holding AVDV

# of Institutions

375

Shares Held

78.4M

Call Options Held

Put Options Held

200

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

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