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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
220+ 8.8% |
$9.45K - $10.2K
|
2.72K
$148K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-147K- 55.7% |
$6.18M - $6.64M
|
117K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-618- 2.48% |
$26K - $27.9K
|
24.3K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.34K+ 60.02% |
$140K - $151K
|
8.91K
$485K
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-17.9KClosed |
$734K - $813K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.98K+ 11.8% |
$204K - $226K
|
47.2K
$2.57M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21.9K+ 26.34% |
$895K - $991K
|
105K
$5.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56KNew |
$63.8K - $70.6K
|
1.56K
$84.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$205K - $227K
|
5.01K
$272K
|
|
| Q4 2022 | |||||||
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.49KNew |
$205K - $237K
|
5.49K
$299K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
66New |
$2.47K - $2.87K
|
66
$3.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.36K- 20.43% |
$163K - $189K
|
17K
$923K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
215New |
$8.04K - $9.35K
|
215
$11.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.63K- 23.39% |
$98.2K - $114K
|
8.6K
$468K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.14KClosed |
$256K - $310K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.37KClosed |
$182K - $220K
|
0
$0
|
|