Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIV) 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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 0.61% |
$3.69K - $4.02K
|
11.9K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
11.4K+ 34.84% |
$582K - $633K
|
43.9K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.07K+ 10.16% |
$54.9K - $59.8K
|
11.6K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
118KNew |
$6.04M - $6.58M
|
118K
$6.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
86.9KNew |
$4.45M - $4.85M
|
86.9K
$4.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.02K- 20.39% |
$360K - $392K
|
27.4K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
56New |
$2.87K - $3.13K
|
56
$3.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
211+ 1.06% |
$10.8K - $11.8K
|
20.1K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
20.2K+ 70.94% |
$1.04M - $1.13M
|
48.7K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-336- 0.79% |
$17.2K - $18.8K
|
42.3K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 5.79% |
$3.84K - $4.19K
|
1.22K
$66K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30.5K- 27.06% |
$1.57M - $1.7M
|
82.3K
$4.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
783K+ 297.25% |
$40.1M - $43.7M
|
1.05M
$56.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
200K+ 5090.0% |
$10.2M - $11.1M
|
203K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 36.62% |
$181K - $197K
|
6.1K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 6.37% |
$45K - $49.1K
|
14.7K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-589- 5.26% |
$30.2K - $32.9K
|
10.6K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-884- 8.57% |
$45.3K - $49.3K
|
9.43K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.56K+ 8.65% |
$336K - $366K
|
82.5K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.9KNew |
$302K - $329K
|
5.9K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.13K+ 5.08% |
$263K - $286K
|
106K
$5.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
169+ 1.26% |
$8.66K - $9.43K
|
13.6K
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 9.39% |
$51.2K - $55.8K
|
9.65K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-13K- 10.87% |
$666K - $726K
|
107K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.01% |
$154 - $167
|
27.2K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
2.1K+ 5.48% |
$108K - $117K
|
40.4K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.21K+ 4.57% |
$113K - $123K
|
50.5K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.9K+ 66.59% |
$711K - $775K
|
34.7K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-8.47K- 31.19% |
$434K - $472K
|
18.7K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
23.4K+ 5.54% |
$1.2M - $1.3M
|
445K
$24.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
981+ 5.96% |
$50.3K - $54.7K
|
17.5K
$944K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.24K+ 40.42% |
$217K - $236K
|
14.7K
$796K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.12K+ 1.87% |
$108K - $118K
|
115K
$6.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 2.61% |
$85.5K - $93.1K
|
62.3K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
551+ 0.28% |
$28.2K - $30.8K
|
199K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-286- 4.96% |
$14.7K - $16K
|
5.49K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-225- 0.81% |
$11.5K - $12.6K
|
27.6K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 23.2% |
$57.3K - $62.4K
|
5.94K
$321K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.6K+ 23.46% |
$699K - $761K
|
71.8K
$3.88M
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-604- 0.47% |
$30.4K - $34.1K
|
129K
$6.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.75KNew |
$440K - $493K
|
8.75K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
15.3K+ 76.18% |
$770K - $863K
|
35.4K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
69New |
$3.48K - $3.89K
|
69
$3.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.67K+ 49.32% |
$235K - $264K
|
14.1K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.09K- 11.55% |
$54.9K - $61.5K
|
8.35K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.73K- 62.72% |
$87K - $97.5K
|
1.03K
$55.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.2KNew |
$2.23M - $2.5M
|
44.2K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.04K- 9.36% |
$254K - $284K
|
48.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.73KNew |
$238K - $267K
|
4.73K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.09KNew |
$307K - $344K
|
6.09K
$329K
|
|