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

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 119,616 shares of AVUV stock, worth $9.62 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

119,616

Previous 122,269 2.17%

Holding current value

$9.62 Million

Previous $11.8 Million 11.88%

% of portfolio

1.43%

Previous 1.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	SELL	$84.95 - $100.62 $225,372 - $266,944	-2,653 Reduced 2.17%	119,616 $10.4 Million
Q4 2024 Jan 06, 2025	BUY	$94.37 - $106.41 $216,201 - $243,785	2,291 Added 1.91%	122,269 $11.8 Million
Q3 2024 Oct 07, 2024	BUY	$88.24 - $99.7 $114,888 - $129,809	1,302 Added 1.1%	119,978 $11.5 Million
Q2 2024 Jul 08, 2024	BUY	$86.93 - $93.77 $247,663 - $267,150	2,849 Added 2.46%	118,676 $10.6 Million
Q1 2024 Apr 05, 2024	SELL	$84.87 - $93.71 $88,179 - $97,364	-1,039 Reduced 0.89%	115,827 $10.9 Million
Q4 2023 Jan 12, 2024	SELL	$73.38 - $91.25 $275,762 - $342,917	-3,758 Reduced 3.12%	116,866 $10.5 Million
Q3 2023 Oct 13, 2023	BUY	$75.9 - $84.23 $9.16 Million - $10.2 Million	120,624 New	120,624 $9.4 Million

Others Institutions Holding AVUV

# of Institutions

838

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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