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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.85K+ 16.92% |
$412K - $455K
|
33.5K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.2K+ 0.27% |
$102K - $113K
|
449K
$44.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28KNew |
$2.38M - $2.62M
|
28K
$2.8M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.12% |
$117K - $130K
|
18K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-99- 2.49% |
$8.4K - $9.28K
|
3.88K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
465+ 17.74% |
$39.5K - $43.6K
|
3.09K
$308K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-45.9K- 3.96% |
$3.9M - $4.3M
|
1.11M
$111M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-3.2K- 48.48% |
$272K - $300K
|
3.4K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.33KNew |
$198K - $218K
|
2.33K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 11.86% |
$159K - $175K
|
17.7K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7New |
$594 - $656
|
7
$699
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 15.79% |
$255 - $281
|
16
$1.6K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
60New |
$5.09K - $5.62K
|
60
$5.99K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.59K+ 18.15% |
$220K - $243K
|
16.9K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
30.2KNew |
$2.57M - $2.83M
|
30.2K
$3.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-282- 83.68% |
$23.9K - $26.4K
|
55
$5.49K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.17KNew |
$778K - $859K
|
9.17K
$915K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-40.7K- 90.91% |
$3.45M - $3.81M
|
4.07K
$406K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$138K - $152K
|
1.63K
$162K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.15KNew |
$267K - $295K
|
3.15K
$314K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.12K- 29.12% |
$180K - $199K
|
5.16K
$515K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-141- 2.43% |
$12K - $13.2K
|
5.66K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.4KNew |
$204K - $225K
|
2.4K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-24.1K- 71.88% |
$2.05M - $2.26M
|
9.43K
$941K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.67% |
$170 - $187
|
298
$29.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-17.2K- 37.9% |
$1.46M - $1.61M
|
28.2K
$2.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10New |
$849 - $937
|
10
$998
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 45.45% |
$849 - $937
|
32
$3.19K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 2.35% |
$8.49K - $9.37K
|
4.15K
$414K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
24.5KNew |
$2.08M - $2.3M
|
24.5K
$2.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-6.43K- 16.34% |
$546K - $602K
|
32.9K
$3.28M
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
84+ 15.82% |
$6.16K - $7.67K
|
615
$61.4K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
32K+ 49.21% |
$2.35M - $2.92M
|
97K
$9.68M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$1.76K - $2.19K
|
24
$2.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.61KNew |
$485K - $603K
|
6.61K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$174K - $216K
|
2.37K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
670+ 19.36% |
$49.2K - $61.1K
|
4.13K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.03K+ 18.16% |
$516K - $641K
|
45.7K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-581- 11.42% |
$42.6K - $53K
|
4.51K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400+ 2.28% |
$29.4K - $36.5K
|
17.9K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.52KNew |
$185K - $230K
|
2.52K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.58K+ 22400.0% |
$263K - $327K
|
3.6K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 2.26% |
$135K - $168K
|
79.5K
$7.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
168KNew |
$12.3M - $15.3M
|
168K
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-597- 20.26% |
$43.8K - $54.5K
|
2.35K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.58KNew |
$556K - $692K
|
7.58K
$757K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.7KNew |
$1.89M - $2.35M
|
25.7K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $229K
|
2.51K
$250K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
9.74K+ 52.98% |
$715K - $889K
|
28.1K
$2.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.3KNew |
$2.59M - $3.22M
|
35.3K
$3.52M
|
|