Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSF) 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 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.25K- 37.99% |
$57.5K - $59K
|
2.04K
$95.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2.4K+ 2.88% |
$110K - $113K
|
85.8K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.73KNew |
$401K - $412K
|
8.73K
$407K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-306- 0.83% |
$14.1K - $14.4K
|
36.6K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-400- 6.08% |
$18.4K - $18.9K
|
6.17K
$288K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
77.5K+ 165.07% |
$3.56M - $3.66M
|
124K
$5.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
35+ 87.5% |
$1.61K - $1.65K
|
75
$3.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-49- 0.68% |
$2.25K - $2.31K
|
7.15K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
422K+ 765.53% |
$19.4M - $19.9M
|
477K
$22.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
117+ 1.1% |
$5.38K - $5.52K
|
10.7K
$501K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.45K- 53.65% |
$158K - $159K
|
2.98K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
422New |
$19.3K - $19.5K
|
422
$19.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$2.61K - $2.63K
|
57
$2.66K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 22.91% |
$107K - $108K
|
7.88K
$367K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-665- 11.28% |
$30.4K - $30.7K
|
5.23K
$244K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.03K- 47.63% |
$367K - $371K
|
8.83K
$412K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.1K- 20.27% |
$50.8K - $51.4K
|
4.34K
$202K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31.5K- 99.97% |
$1.45M - $1.47M
|
9
$420
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$903K - $913K
|
19.6K
$914K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13.9K- 25.63% |
$640K - $647K
|
40.3K
$1.88M
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
330+ 3.91% |
$14.9K - $15.3K
|
8.77K
$409K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.22KNew |
$55.1K - $56.6K
|
1.22K
$56.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338New |
$15.4K - $15.5K
|
338
$15.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.7KNew |
$304K - $308K
|
6.7K
$312K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15.2KNew |
$692K - $701K
|
15.2K
$710K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.15KNew |
$234K - $237K
|
5.15K
$240K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 41.78% |
$153K - $156K
|
4.67K
$218K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27KNew |
$1.23M - $1.25M
|
27K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.2K- 17.6% |
$328K - $335K
|
33.7K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.5KNew |
$1.2M - $1.23M
|
26.5K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-21.7K- 79.77% |
$988K - $1.01M
|
5.5K
$257K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-360- 2.77% |
$16.3K - $16.6K
|
12.6K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8New |
$361 - $370
|
8
$373
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$45.2K - $46.2K
|
1K
$46.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
621KNew |
$28M - $28.7M
|
621K
$28.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.73KNew |
$304K - $311K
|
6.73K
$314K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
22.2K+ 138.68% |
$1.01M - $1.05M
|
38.3K
$1.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-532- 7.36% |
$24.2K - $25.2K
|
6.7K
$312K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.5KNew |
$207K - $214K
|
4.5K
$210K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.79KNew |
$267K - $275K
|
5.79K
$270K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1Closed |
$47.4 - $49.4
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.38KClosed |
$67.8K - $68.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.3KNew |
$311K - $315K
|
6.3K
$294K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250New |
$12.3K - $12.5K
|
250
$11.7K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100Closed |
$4.98K - $5.01K
|
0
$0
|
|