Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-116Closed |
$6.09K - $7.36K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$72.9K - $88.1K
|
1.39K
$90.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.47KClosed |
$235K - $284K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.32K- 57.87% |
$489K - $591K
|
6.78K
$443K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
116New |
$6.09K - $7.36K
|
116
$7.57K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.51KClosed |
$79K - $95.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
49New |
$2.57K - $3.11K
|
49
$3.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$1.37K - $1.65K
|
26
$1.7K
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-12.1KClosed |
$701K - $802K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
100New |
$5.79K - $6.62K
|
100
$6.53K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-5.18KClosed |
$300K - $343K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-8.63KClosed |
$499K - $571K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-1.95KClosed |
$113K - $129K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-748Closed |
$43.3K - $49.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-240Closed |
$13.9K - $15.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
283New |
$17.4K - $19.1K
|
283
$18.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.15KClosed |
$194K - $212K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.77KClosed |
$232K - $254K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.54KClosed |
$279K - $306K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.18KClosed |
$72.3K - $79.2K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21KClosed |
$1.29M - $1.41M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.4KClosed |
$895K - $972K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.15KClosed |
$98.4K - $123K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-68.7KClosed |
$3.05M - $3.35M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60KClosed |
$2.89M - $3.33M
|
0
$0
|
|