Latest Institutional Transactions on American Centy ETF Tr Avantis (AVES)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVES) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 2.85% |
$179K - $206K
|
140K
$6.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.5K- 1.9% |
$162K - $186K
|
181K
$8.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
15K+ 23.71% |
$695K - $799K
|
78.5K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-4.84K- 7.37% |
$224K - $257K
|
60.9K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.16K+ 2.69% |
$377K - $433K
|
311K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-719- 0.46% |
$33.2K - $38.2K
|
154K
$7.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.95K+ 7.22% |
$90.2K - $104K
|
29K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
32.5K+ 39.18% |
$1.5M - $1.73M
|
116K
$5.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.24K- 30.37% |
$242K - $278K
|
12K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
68+ 0.07% |
$3.14K - $3.61K
|
92.9K
$4.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-124- 0.52% |
$5.73K - $6.58K
|
23.9K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-591- 3.88% |
$27.3K - $31.4K
|
14.7K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
800+ 13.33% |
$37K - $42.5K
|
6.8K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
201+ 0.59% |
$9.29K - $10.7K
|
34.3K
$1.59M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
305+ 2.68% |
$14.1K - $16.2K
|
11.7K
$541K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55- 0.41% |
$2.53K - $2.89K
|
13.4K
$621K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.93K+ 10.73% |
$365K - $417K
|
81.8K
$3.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.78K+ 13.99% |
$266K - $304K
|
47.1K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.43KNew |
$204K - $233K
|
4.43K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33KNew |
$1.52M - $1.73M
|
33K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
304+ 2.98% |
$14K - $16K
|
10.5K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
103New |
$4.74K - $5.41K
|
103
$4.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
847+ 15.58% |
$39K - $44.5K
|
6.29K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.55K+ 47.83% |
$117K - $134K
|
7.89K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
46.7K+ 226.07% |
$2.15M - $2.45M
|
67.3K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 1.0% |
$46.8K - $53.4K
|
100K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35- 2.14% |
$1.61K - $1.84K
|
1.6K
$73.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2- -0.0% |
$92 - $105
|
59.8K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3K+ 23.0% |
$138K - $158K
|
16K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.9K- 51.75% |
$3.77M - $4.31M
|
76.4K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7+ 4.24% |
$322 - $368
|
172
$7.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.2K- 9.99% |
$55.2K - $63K
|
10.8K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.99K+ 6.52% |
$321K - $367K
|
114K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.39K+ 4.35% |
$110K - $126K
|
57.3K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.97K- 3.96% |
$182K - $208K
|
96.3K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.02K+ 72.39% |
$185K - $211K
|
9.57K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.18K- 14.9% |
$284K - $325K
|
35.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
127K+ 23.99% |
$5.84M - $6.67M
|
656K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14K+ 1.85% |
$645K - $737K
|
774K
$35.8M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
20.9KNew |
$960K - $1.1M
|
20.9K
$967K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
26K+ 26.93% |
$1.2M - $1.37M
|
123K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
709+ 2.21% |
$32.6K - $37.3K
|
32.8K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36K+ 19.51% |
$1.66M - $1.89M
|
221K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-516- 0.6% |
$23.7K - $27.1K
|
85.9K
$3.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.6K+ 199.31% |
$4.35M - $4.97M
|
142K
$6.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.5K+ 2.05% |
$665K - $760K
|
719K
$33.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
183+ 3.89% |
$8.42K - $9.62K
|
4.89K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.35% |
$67.1K - $76.6K
|
15.5K
$720K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.5K+ 136.94% |
$853K - $974K
|
32.1K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
721New |
$33.2K - $37.9K
|
721
$33.4K
|
|