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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$94.4 - $102
|
3.48K
$301K
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-495- 0.56% |
$46.7K - $50.5K
|
88.2K
$7.63M
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.31KNew |
$879K - $950K
|
9.31K
$805K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
124K+ 35.81% |
$11.7M - $12.6M
|
469K
$40.6M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
69KNew |
$6.51M - $7.04M
|
69K
$5.97M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 20.78% |
$163K - $176K
|
6.58K
$569K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.76% |
$7.36K - $7.96K
|
10.3K
$894K
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.09K- 5.75% |
$386K - $418K
|
67.1K
$5.8M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
197K+ 62.37% |
$18.6M - $20.1M
|
513K
$44.4M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.88K+ 17.56% |
$272K - $294K
|
19.3K
$1.67M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.52K- 99.83% |
$616K - $666K
|
11
$951
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146KNew |
$13.7M - $14.9M
|
146K
$12.6M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.18% |
$336K - $364K
|
53.2K
$4.6M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.62K+ 89.95% |
$341K - $369K
|
7.63K
$660K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
185+ 0.66% |
$17.5K - $18.9K
|
28K
$2.42M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$2.36K - $2.55K
|
8.55K
$739K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 127.5% |
$120K - $130K
|
2.28K
$197K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$311K - $337K
|
3.3K
$285K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
996New |
$94K - $102K
|
996
$86.1K
|
|
Q3 2024 | |||||||
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-357K- 63.61% |
$30.8M - $34M
|
204K
$17.7M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.44K- 60.66% |
$642K - $708K
|
4.82K
$417K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.3KNew |
$1.58M - $1.74M
|
18.3K
$1.58M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.53KNew |
$391K - $431K
|
4.53K
$392K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
39+ 0.6% |
$3.36K - $3.71K
|
6.55K
$567K
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
110+ 1.25% |
$9.49K - $10.5K
|
8.89K
$769K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.55KNew |
$220K - $243K
|
2.55K
$221K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.66KNew |
$747K - $824K
|
8.66K
$749K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52New |
$4.49K - $4.95K
|
52
$4.5K
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.12KNew |
$442K - $487K
|
5.12K
$443K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-97- 3.6% |
$8.37K - $9.23K
|
2.6K
$225K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.49K- 22.47% |
$129K - $142K
|
5.14K
$445K
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.33KNew |
$546K - $602K
|
6.33K
$547K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.13KNew |
$184K - $202K
|
2.13K
$184K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
527+ 5.17% |
$45.5K - $50.1K
|
10.7K
$927K
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.2KNew |
$535K - $590K
|
6.2K
$536K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$196K - $216K
|
2.28K
$197K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-153- 1.77% |
$13.2K - $14.6K
|
8.51K
$736K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
41+ 0.28% |
$3.54K - $3.9K
|
14.5K
$1.26M
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-543- 15.78% |
$46.8K - $51.7K
|
2.9K
$251K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.51K+ 26.35% |
$648K - $715K
|
36K
$3.12M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68+ 4.61% |
$5.87K - $6.47K
|
1.54K
$134K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-111- 9.46% |
$9.58K - $10.6K
|
1.06K
$91.9K
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.47KNew |
$213K - $235K
|
2.47K
$213K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65KNew |
$315K - $347K
|
3.65K
$316K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.17KNew |
$101K - $111K
|
1.17K
$101K
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-140- 6.08% |
$12.1K - $13.3K
|
2.16K
$187K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.6KNew |
$7.99M - $8.81M
|
92.6K
$8.01M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-602- 1.69% |
$51.9K - $57.3K
|
35K
$3.02M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.5K+ 27.72% |
$6.6M - $7.28M
|
352K
$30.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 11.45% |
$2.07M - $2.28M
|
233K
$20.2M
|