Latest Institutional Transactions on American Centy ETF Tr Avantis (AVGE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVGE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.32K+ 34.12% |
N/A
|
28.8K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
598+ 5.77% |
N/A
|
11K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 46.88% |
N/A
|
8.65K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.5K+ 310.1% |
N/A
|
25.7K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
308+ 3.91% |
N/A
|
8.18K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 14.25% |
N/A
|
28.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
6.78KNew |
N/A
|
6.78K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
N/A
|
1
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5KNew |
N/A
|
18.5K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.3K+ 73.53% |
N/A
|
7.78K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
186+ 14.96% |
N/A
|
1.43K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
155New |
N/A
|
155
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
386+ 6.06% |
N/A
|
6.76K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 5.84% |
N/A
|
163
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.48K- 23.49% |
N/A
|
24.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
202New |
N/A
|
202
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
24+ 0.78% |
N/A
|
3.09K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
5.35KNew |
N/A
|
5.35K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.1K- 30.32% |
N/A
|
4.82K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
516New |
N/A
|
516
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.23K- 11.82% |
N/A
|
9.18K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-430- 93.48% |
N/A
|
30
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-51- 0.51% |
N/A
|
9.97K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.02K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-543- 0.79% |
N/A
|
68.5K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
208+ 1.02% |
N/A
|
20.6K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 3.94% |
N/A
|
60.6K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-36- 9.3% |
N/A
|
351
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.81K+ 5.9% |
N/A
|
32.4K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.51K+ 6.81% |
N/A
|
39.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
144+ 0.7% |
N/A
|
20.6K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
5.89KNew |
N/A
|
5.89K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
9.7KNew |
N/A
|
9.7K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-389- 0.52% |
N/A
|
74.9K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
896+ 73.87% |
N/A
|
2.11K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
38New |
N/A
|
38
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 53.38% |
N/A
|
131
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
812+ 80.96% |
N/A
|
1.82K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.5K+ 85.89% |
N/A
|
22.7K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
383New |
N/A
|
383
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
342+ 1.96% |
N/A
|
17.8K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.87K+ 7.26% |
N/A
|
27.6K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
23.1K+ 18.96% |
N/A
|
145K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55+ 8.14% |
N/A
|
731
$0
|