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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-636- 7.11% |
$25.7K - $27.2K
|
8.31K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
49.9K+ 61.59% |
$2.02M - $2.13M
|
131K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
25.4K+ 11.15% |
$1.03M - $1.09M
|
253K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48KNew |
$100K - $106K
|
2.48K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.9K+ 6.62% |
$3.59M - $3.8M
|
1.43M
$58.2M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
981+ 1.8% |
$39.6K - $41.9K
|
55.4K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.28KNew |
$213K - $225K
|
5.28K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17.3KNew |
$699K - $740K
|
17.3K
$703K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.87KNew |
$197K - $208K
|
4.87K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.2K+ 13.26% |
$1.66M - $1.76M
|
352K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.13K- 15.31% |
$248K - $262K
|
33.9K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.3K+ 10.74% |
$3.24M - $3.43M
|
827K
$33.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$364 - $385
|
9
$365
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27.4K- 69.73% |
$1.11M - $1.17M
|
11.9K
$484K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$2.3K - $2.44K
|
57
$2.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.9K- 7.27% |
$644K - $682K
|
203K
$8.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.19K+ 2.56% |
$48.1K - $50.9K
|
47.7K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.52KNew |
$263K - $278K
|
6.52K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
170+ 0.21% |
$6.87K - $7.26K
|
81.8K
$3.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6.43K- 18.17% |
$260K - $275K
|
29K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.01K- 35.42% |
$122K - $129K
|
5.49K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
99New |
$4K - $4.23K
|
99
$4.02K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
393K+ 978.98% |
$15.9M - $16.8M
|
433K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
26.6K+ 5.93% |
$1.07M - $1.14M
|
475K
$19.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 0.18% |
$323 - $342
|
4.44K
$180K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-17.1K- 1.41% |
$689K - $729K
|
1.19M
$48.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.91K+ 4.63% |
$117K - $124K
|
65.7K
$2.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.41KNew |
$259K - $274K
|
6.41K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84K+ 146.74% |
$3.39M - $3.59M
|
141K
$5.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.1K- 11.03% |
$530K - $561K
|
106K
$4.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-59.3K- 89.13% |
$2.39M - $2.53M
|
7.22K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-395- 0.45% |
$16K - $16.9K
|
86.7K
$3.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
92.3KNew |
$3.73M - $3.94M
|
92.3K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
93.7KNew |
$3.79M - $4M
|
93.7K
$3.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33+ 0.05% |
$1.33K - $1.41K
|
62.4K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.84K+ 19.22% |
$74.4K - $78.7K
|
11.4K
$464K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.43K- 16.61% |
$57.7K - $61.1K
|
7.17K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
56.8KNew |
$2.3M - $2.43M
|
56.8K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11.8K+ 28.07% |
$477K - $504K
|
53.9K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$199K - $211K
|
4.93K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 24.91% |
$840K - $888K
|
104K
$4.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 8.44% |
$743K - $786K
|
236K
$9.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
35+ 0.64% |
$1.41K - $1.5K
|
5.49K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
29.2K+ 5.65% |
$1.18M - $1.25M
|
547K
$22.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.08K+ 8.28% |
$286K - $303K
|
92.6K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.84KNew |
$317K - $335K
|
7.84K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 1.19% |
$69.5K - $73.5K
|
142K
$5.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.9K+ 5.13% |
$762K - $806K
|
387K
$15.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
753K+ 874.68% |
$30.4M - $32.2M
|
839K
$34.1M
|