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

Insight Wealth Partners, LLC

  • $577 Million
  • Q2 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 20,896 shares of AVDV stock, worth $1.4 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
20,896
Previous 19,524 7.03%
Holding current value
$1.4 Million
Previous $1.29 Million 5.6%
% of portfolio
0.24%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
357
Shares Held
75.7M
Call Options Held
100
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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