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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.84K+ 11.07% |
$604K - $682K
|
68.6K
$6.5M
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
29.5KNew |
$2.61M - $2.94M
|
29.5K
$2.8M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.11% |
$441 - $499
|
4.53K
$429K
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
71.4KNew |
$6.3M - $7.12M
|
71.4K
$6.76M
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9.12K+ 101.49% |
$805K - $909K
|
18.1K
$1.71M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-94- 41.78% |
$8.29K - $9.37K
|
131
$12.4K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.04K+ 7.17% |
$91.6K - $103K
|
15.5K
$1.47M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.2K+ 19.26% |
$3.64M - $4.11M
|
255K
$24.2M
|
|
Nov 08, 2024
Q3 2024
|
Brown University
|
BUY
|
- |
55.9K+ 22.73% |
$4.93M - $5.57M
|
302K
$28.6M
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.07KNew |
$536K - $605K
|
6.07K
$575K
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.76K+ 9.64% |
$861K - $973K
|
111K
$10.5M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$88.2 - $99.7
|
1.14K
$108K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 917.75% |
$1.14M - $1.28M
|
14.3K
$1.35M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
628+ 21.14% |
$55.4K - $62.6K
|
3.6K
$341K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
464K+ 13.66% |
$41M - $46.3M
|
3.86M
$366M
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
8.59K+ 38.75% |
$758K - $856K
|
30.7K
$2.91M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17.7K+ 31.02% |
$1.57M - $1.77M
|
74.9K
$7.09M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.91K+ 12.31% |
$434K - $490K
|
44.8K
$4.25M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
697New |
$61.5K - $69.5K
|
697
$66K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
741+ 2.35% |
$65.4K - $73.9K
|
32.3K
$3.06M
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-5.49K- 2.45% |
$484K - $547K
|
219K
$20.7M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
394+ 0.41% |
$34.8K - $39.3K
|
96.3K
$9.12M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 0.38% |
$1.15K - $1.3K
|
3.42K
$323K
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.62K- 3.42% |
$143K - $161K
|
45.6K
$4.32M
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
44.6KNew |
$3.94M - $4.45M
|
44.6K
$4.23M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.15K - $1.3K
|
13
$1.23K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.42K- 32.9% |
$390K - $440K
|
9.01K
$853K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.8K- 11.0% |
$159K - $180K
|
14.6K
$1.38M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.18KNew |
$192K - $217K
|
2.18K
$206K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
95+ 0.05% |
$8.38K - $9.47K
|
191K
$18.1M
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
465+ 3.53% |
$41K - $46.4K
|
13.6K
$1.29M
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
8.24K+ 104.9% |
$727K - $821K
|
16.1K
$1.52M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.3K+ 195.79% |
$467K - $528K
|
8K
$758K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
478+ 1.78% |
$42.2K - $47.7K
|
27.3K
$2.58M
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.06K+ 5.65% |
$270K - $305K
|
57.1K
$5.41M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-818- 1.79% |
$72.2K - $81.6K
|
45K
$4.26M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.81K+ 19.38% |
$248K - $280K
|
17.3K
$1.64M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
73New |
$6.44K - $7.28K
|
73
$6.91K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8.77K- 2.69% |
$773K - $874K
|
317K
$30M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
205+ 3.68% |
$18.1K - $20.4K
|
5.77K
$547K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.41K+ 2.21% |
$212K - $240K
|
111K
$10.5M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.18K+ 20.83% |
$722K - $816K
|
47.5K
$4.49M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-13.4K- 62.62% |
$1.18M - $1.33M
|
7.98K
$755K
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
23.9K+ 246.98% |
$2.11M - $2.38M
|
33.6K
$3.18M
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.78K+ 55.42% |
$687K - $776K
|
21.8K
$2.07M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.77K+ 22.55% |
$332K - $376K
|
20.5K
$1.94M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.3M+ 253.61% |
$114M - $129M
|
1.81M
$171M
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
14.8K+ 8.86% |
$1.31M - $1.47M
|
182K
$17.2M
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.2K+ 65.92% |
$724K - $818K
|
20.6K
$1.95M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.24K- 2.38% |
$109K - $124K
|
50.9K
$4.82M
|