Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIG)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIG) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.06K+ 6.62% |
$83.3K - $87.4K
|
33.1K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
16.3KNew |
$660K - $692K
|
16.3K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23.8K+ 1.9% |
$963K - $1.01M
|
1.27M
$51.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-1.17K- 2.42% |
$47.3K - $49.6K
|
47K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.52K+ 2.25% |
$102K - $107K
|
115K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
42.5K+ 10.15% |
$1.72M - $1.8M
|
461K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
37.3K+ 13.2% |
$1.51M - $1.58M
|
320K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
90.2KNew |
$3.65M - $3.83M
|
90.2K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.5K+ 142.08% |
$505K - $529K
|
21.2K
$862K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
138+ 1.45% |
$5.59K - $5.86K
|
9.67K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
58.5K+ 18.16% |
$2.37M - $2.49M
|
381K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3- 0.01% |
$121 - $127
|
40.8K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.3K- 10.61% |
$539K - $565K
|
112K
$4.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-241- 3.98% |
$9.76K - $10.2K
|
5.81K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-57.9K- 61.84% |
$2.35M - $2.46M
|
35.8K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-122- 0.22% |
$4.94K - $5.18K
|
55.6K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.62K+ 12.1% |
$106K - $111K
|
24.2K
$984K
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 0.32% |
$1.62K - $1.71K
|
12.4K
$502K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
7.89K+ 3.97% |
$319K - $337K
|
207K
$8.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.6K+ 17.51% |
$671K - $710K
|
111K
$4.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
93K+ 822.79% |
$3.76M - $3.97M
|
104K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36.9K+ 40.65% |
$1.49M - $1.57M
|
128K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
129New |
$5.21K - $5.51K
|
129
$5.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-442- 4.31% |
$17.9K - $18.9K
|
9.81K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.26K- 0.25% |
$132K - $139K
|
1.3M
$52.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
17K+ 14.21% |
$686K - $726K
|
137K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.35M+ 306.5% |
$94.8M - $100M
|
3.11M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.34K+ 35.13% |
$94.7K - $100K
|
9.01K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.3K+ 155.56% |
$538K - $568K
|
21.9K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-116K- 77.38% |
$4.7M - $4.97M
|
34K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
102New |
$4.12K - $4.36K
|
102
$4.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.15KNew |
$208K - $220K
|
5.15K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.83K+ 1.33% |
$114K - $121K
|
216K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
466+ 6.24% |
$18.8K - $19.9K
|
7.93K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
606New |
$24.5K - $25.9K
|
606
$24.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.25KNew |
$212K - $224K
|
5.25K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.01K- 96.05% |
$162K - $171K
|
165
$6.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
189+ 10.58% |
$7.64K - $8.08K
|
1.98K
$80.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.9K+ 25.41% |
$1.05M - $1.11M
|
128K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.5KNew |
$909K - $961K
|
22.5K
$914K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.09K- 13.47% |
$287K - $303K
|
45.6K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19.9K+ 6.55% |
$806K - $852K
|
324K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.58KNew |
$226K - $238K
|
5.58K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.74KNew |
$192K - $203K
|
4.74K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$499K - $527K
|
12.3K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
837+ 5580.0% |
$33.8K - $35.8K
|
852
$34.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
138+ 1.13% |
$5.58K - $5.9K
|
12.3K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4K- 10.25% |
$502K - $531K
|
109K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
39.2K+ 54.83% |
$1.58M - $1.68M
|
111K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.67M- 97.4% |
$189M - $199M
|
125K
$5.06M
|
|