Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
15New |
$1.32K - $1.5K
|
15
$1.47K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
251+ 14.22% |
$22.1K - $25K
|
2.02K
$198K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 31.79% |
$1.55M - $1.75M
|
72.7K
$7.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$20.3K - $22.9K
|
230
$22.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.7K+ 17.38% |
$1.03M - $1.16M
|
78.9K
$7.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.1K+ 3.1% |
$2.39M - $2.7M
|
899K
$88.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 25.42% |
$9.55M - $10.8M
|
534K
$52.3M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34.1K- 57.44% |
$3.01M - $3.4M
|
25.3K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-221- 5.51% |
$19.5K - $22K
|
3.79K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.6K- 3.58% |
$1.91M - $2.16M
|
583K
$57.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.68K- 1.51% |
$236K - $267K
|
175K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-166- 1.34% |
$14.6K - $16.6K
|
12.2K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.22K+ 2.14% |
$108K - $122K
|
58.2K
$5.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
609New |
$53.7K - $60.7K
|
609
$59.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
113K+ 1516.64% |
$9.94M - $11.2M
|
120K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-900- 7.13% |
$79.4K - $89.7K
|
11.7K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30.3K- 26.33% |
$2.68M - $3.02M
|
84.9K
$8.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
2.42K+ 66.51% |
$214K - $242K
|
6.07K
$594K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.26K+ 8.52% |
$641K - $724K
|
92.6K
$9.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.24KNew |
$198K - $224K
|
2.24K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.08KNew |
$449K - $507K
|
5.08K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.13K+ 3.33% |
$364K - $412K
|
128K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
110+ 0.69% |
$9.71K - $11K
|
16K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.3K+ 4.7% |
$468K - $529K
|
118K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
114+ 1.71% |
$10.1K - $11.4K
|
6.77K
$663K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27+ 4.31% |
$2.38K - $2.69K
|
653
$64K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
160+ 97.56% |
$14.1K - $16K
|
324
$31.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
100+ 50.0% |
$8.82K - $9.97K
|
300
$29.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.53K+ 13.84% |
$224K - $253K
|
20.8K
$2.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
395K+ 6.83% |
$34.9M - $39.4M
|
6.19M
$606M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.51K- 33.2% |
$221K - $250K
|
5.05K
$495K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
77.9K+ 766.43% |
$6.88M - $7.77M
|
88.1K
$8.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
513+ 0.73% |
$45.3K - $51.1K
|
70.4K
$6.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$1.06K - $1.2K
|
12
$1.18K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
27.5K+ 2.9% |
$2.43M - $2.75M
|
977K
$95.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
37.5K+ 20.68% |
$3.31M - $3.73M
|
219K
$21.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-34.9K- 3.2% |
$3.08M - $3.48M
|
1.06M
$103M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$176 - $199
|
2.24K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7K- 89.46% |
$617K - $698K
|
824
$80.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.11KNew |
$186K - $210K
|
2.11K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-56- 1.43% |
$4.94K - $5.58K
|
3.86K
$378K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
142+ 0.74% |
$12.5K - $14.2K
|
19.4K
$1.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.45K+ 13.82% |
$216K - $244K
|
20.2K
$1.98M
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.57K- 30.12% |
$832K - $897K
|
22.2K
$2.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.46KNew |
$301K - $325K
|
3.46K
$339K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59KNew |
$5.13M - $5.53M
|
59K
$5.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-900- 6.77% |
$78.2K - $84.4K
|
12.4K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.58K+ 5.58% |
$485K - $523K
|
106K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
67+ 0.33% |
$5.82K - $6.28K
|
20.5K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
90New |
$7.82K - $8.44K
|
90
$8.82K
|
|