Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUS)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13.6K+ 13.69% |
$1.17M - $1.3M
|
113K
$11.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
6.15K+ 2.99% |
$530K - $585K
|
212K
$21M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.38K+ 18.84% |
$551K - $607K
|
40.3K
$3.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
272+ 0.23% |
$23.5K - $25.9K
|
117K
$11.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.17K- 3.63% |
$101K - $112K
|
31.2K
$3.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.96K- 9.53% |
$169K - $186K
|
18.6K
$1.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
52K+ 198.8% |
$4.49M - $4.95M
|
78.2K
$7.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
70.8K+ 7.92% |
$6.11M - $6.74M
|
966K
$95.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
46.9K+ 9.92% |
$4.05M - $4.46M
|
520K
$51.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-19.6K- 9.36% |
$1.69M - $1.86M
|
189K
$18.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.13KNew |
$184K - $203K
|
2.13K
$211K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
22+ 0.35% |
$1.9K - $2.09K
|
6.24K
$617K
|
|
| Q2 2024 | |||||||
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
32.8K+ 61.51% |
$2.77M - $2.97M
|
86.1K
$8.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-494- 33.58% |
$41.8K - $44.8K
|
977
$96.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.19KNew |
$185K - $198K
|
2.19K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2K+ 127.22% |
$945K - $1.01M
|
19.9K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.13KNew |
$265K - $284K
|
3.13K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.99KNew |
$338K - $362K
|
3.99K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83.2KNew |
$7.03M - $7.54M
|
83.2K
$8.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.27K+ 78.94% |
$192K - $206K
|
5.14K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-358- 9.45% |
$30.3K - $32.4K
|
3.43K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.52K+ 1.36% |
$382K - $409K
|
336K
$33.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.15KNew |
$351K - $376K
|
4.15K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.07% |
$423 - $453
|
6.89K
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 10.35% |
$184K - $197K
|
18.9K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
53.4KNew |
$4.52M - $4.84M
|
53.4K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-932- 24.77% |
$78.8K - $84.5K
|
2.83K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
137New |
$11.6K - $12.4K
|
137
$13.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.6KNew |
$981K - $1.05M
|
11.6K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.07M- 68.63% |
$90.6M - $97M
|
489K
$48.4M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
279New |
$23.6K - $25.3K
|
279
$27.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.16K- 20.16% |
$437K - $468K
|
20.5K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.07% |
$846 - $906
|
14K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
764New |
$64.6K - $69.2K
|
764
$75.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
389+ 13.26% |
$32.9K - $35.3K
|
3.32K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.14K- 7.7% |
$350K - $375K
|
49.6K
$4.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$185K - $198K
|
2.19K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-136- 2.69% |
$11.5K - $12.3K
|
4.93K
$488K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
68New |
$5.75K - $6.16K
|
68
$6.73K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
45New |
$3.81K - $4.08K
|
45
$4.45K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
159KNew |
$13.4M - $14.4M
|
159K
$15.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
480+ 48000.0% |
$40.6K - $43.5K
|
481
$47.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-113- 1.31% |
$9.56K - $10.2K
|
8.52K
$843K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
57+ 0.78% |
$4.82K - $5.17K
|
7.37K
$729K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
835+ 57.99% |
$66.7K - $74.7K
|
2.28K
$225K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1K- 25.06% |
$79.9K - $89.5K
|
2.99K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386New |
$30.9K - $34.5K
|
386
$38.2K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.62KNew |
$130K - $145K
|
1.62K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-5.91K- 51.14% |
$473K - $529K
|
5.65K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-30.6K- 35.81% |
$2.45M - $2.74M
|
54.9K
$5.43M
|
|