Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSD)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSD) 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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.19K+ 10.2% |
$66K - $71.1K
|
12.8K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.45K+ 31.49% |
$136K - $147K
|
10.2K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
180+ 35.5% |
$10K - $10.8K
|
687
$39.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 12.21% |
$118K - $128K
|
19.6K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.31K- 12.33% |
$240K - $258K
|
30.7K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.6KNew |
$586K - $632K
|
10.6K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
54+ 1.37% |
$3K - $3.23K
|
4K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
34+ 0.62% |
$1.89K - $2.04K
|
5.5K
$320K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-484- 9.53% |
$26.1K - $29.6K
|
4.6K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-892- 1.5% |
$48.1K - $54.5K
|
58.7K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
508New |
$27.4K - $31K
|
508
$29.5K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-149- 0.26% |
$8.03K - $9.11K
|
58K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
405+ 25.99% |
$21.8K - $24.7K
|
1.96K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-46.1K- 61.7% |
$2.49M - $2.82M
|
28.6K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5.61K+ 2.1% |
$303K - $343K
|
273K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-97- 0.23% |
$5.23K - $5.93K
|
42.5K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-528- 41.74% |
$28.5K - $32.3K
|
737
$42.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.35K+ 18.5% |
$72.6K - $82.3K
|
8.62K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
570+ 12.67% |
$30.7K - $34.8K
|
5.07K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.71KNew |
$200K - $226K
|
3.71K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.26K- 1.83% |
$68K - $77.1K
|
67.7K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
748+ 0.43% |
$40.3K - $45.7K
|
176K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
908+ 3.38% |
$49K - $55.5K
|
27.7K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.03KNew |
$163K - $185K
|
3.03K
$176K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
762+ 50.4% |
$41.1K - $46.6K
|
2.27K
$132K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
255+ 1.23% |
$13.7K - $15.6K
|
21K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 6.49% |
$105K - $119K
|
32K
$1.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
295+ 4.37% |
$15.9K - $18K
|
7.05K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-150- 2.0% |
$8.09K - $9.17K
|
7.35K
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 3.51% |
$102K - $115K
|
55.5K
$3.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-511- 2.92% |
$27.6K - $31.2K
|
17K
$989K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-88.6K- 94.92% |
$4.81M - $5.17M
|
4.74K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17+ 0.35% |
$923 - $991
|
4.94K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-720- 20.45% |
$39.1K - $42K
|
2.8K
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.03% |
$489 - $525
|
26.5K
$1.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.6K+ 33.68% |
$86.9K - $93.3K
|
6.35K
$369K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-9- 0.04% |
$489 - $525
|
21.9K
$1.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-80- 16.53% |
$4.34K - $4.67K
|
404
$23.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.34% |
$326 - $350
|
453
$26.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143New |
$7.44K - $8.15K
|
143
$8.32K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
77+ 2.91% |
$4K - $4.39K
|
2.73K
$159K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 59.03% |
$847K - $928K
|
11.3K
$657K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.15K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
789+ 0.4% |
$36.5K - $42.6K
|
196K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$2.7M - $3.15M
|
58.4K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$10.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$4.65K
|
|