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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q3 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
11KNew |
$721K - $881K
|
11K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
67.5K+ 45.65% |
$4.42M - $5.4M
|
215K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.68K+ 20.41% |
$110K - $135K
|
9.93K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 25.86% |
$75.9K - $92.8K
|
3.33K
$282K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.03K+ 3.58% |
$198K - $242K
|
87.6K
$7.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
29.4KNew |
$1.92M - $2.35M
|
29.4K
$2.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.05K+ 175.12% |
$461K - $563K
|
11.1K
$940K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
105K+ 9.97% |
$6.9M - $8.43M
|
1.16M
$98.8M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.1KClosed |
$74.5K - $89.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.31KClosed |
$88.8K - $107K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-271KClosed |
$18.4M - $22.2M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.02KClosed |
$341K - $410K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14KClosed |
$952K - $1.15M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-14.1KClosed |
$961K - $1.16M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.46KClosed |
$303K - $364K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 64.58% |
$2.11K - $2.53K
|
79
$6.71K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
83+ 79.05% |
$5.64K - $6.78K
|
188
$16K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.16KNew |
$215K - $258K
|
3.16K
$268K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-228Closed |
$15.5K - $18.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
393New |
$26.7K - $32.1K
|
393
$33.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
2.36K+ 13.95% |
$160K - $193K
|
19.2K
$1.63M
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-18.2KClosed |
$1.37M - $1.5M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.67KNew |
$201K - $221K
|
2.67K
$227K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-6.72KClosed |
$506K - $555K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-3.03KClosed |
$228K - $250K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.22KClosed |
$168K - $184K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.21KNew |
$241K - $265K
|
3.21K
$272K
|
|
| Q4 2021 | |||||||
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$3.23K - $3.61K
|
43
$3.65K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$376 - $419
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.26KClosed |
$245K - $273K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.04KClosed |
$211K - $236K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3.16KClosed |
$219K - $246K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23KClosed |
$87.5K - $97.5K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
110New |
$7.83K - $8.72K
|
110
$9.34K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-14Closed |
$996 - $1.11K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-163KClosed |
$9.2M - $12.4M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-20KClosed |
$865K - $1.14M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-40KClosed |
$1.91M - $2.18M
|
0
$0
|
|