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

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025

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 22,017 shares of AVDV stock, worth $1.99 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
22,017
Previous 21,331 3.22%
Holding current value
$1.99 Million
Previous $1.69 Million 15.91%
% of portfolio
0.28%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$79.24 - $89.03 $54,358 - $61,074
686 Added 3.22%
22,017 $1.96 Million
Q2 2025

Jul 31, 2025
BUY
$61.76 - $79.32 $28,780 - $36,963
466 Added 2.23%
21,331 $1.69 Million
Q1 2025

May 15, 2025
SELL
$63.74 - $71.96 $15,743 - $17,774
-247 Reduced 1.17%
20,865 $1.46 Million
Q4 2024

Feb 14, 2025
BUY
$63.85 - $70.4 $63 - $70
1 Added 0.0%
21,112 $1.37 Million
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
537
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
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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