Insight Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Insight Wealth Partners, LLC
- $723 Million
- Q4 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 16,692 shares of AVUV stock, worth $1.55 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,692
Previous 16,728
0.22%
Holding current value
$1.55 Million
Previous $1.61 Million
0.37%
% of portfolio
0.22%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$742 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$327 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$322 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$250 Million15.25% of portfolio