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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28New |
$1.15K - $1.19K
|
28
$1.14K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.79KNew |
$279K - $288K
|
6.79K
$277K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-59- 26.58% |
$2.4K - $2.51K
|
163
$6.65K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$158 - $168
|
4
$163
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-747- 4.76% |
$29.5K - $31.4K
|
15K
$610K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
73.5K+ 116.5% |
$2.95M - $3.24M
|
137K
$5.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.8K+ 130.32% |
$716K - $786K
|
31.5K
$1.28M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.45KClosed |
$102K - $111K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.43K+ 21.23% |
$101K - $110K
|
13.9K
$565K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-624Closed |
$26.1K - $28.2K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-62- 0.81% |
$2.59K - $2.81K
|
7.62K
$311K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8New |
$334 - $362
|
8
$326
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-83.9KClosed |
$3.77M - $4.07M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-14KClosed |
$627K - $677K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.03KClosed |
$49.9K - $50.8K
|
0
$0
|
|