Latest Institutional Transactions on American Centy ETF Tr Avantis (AVGE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVGE) 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 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.17K+ 1.95% |
N/A
|
61.1K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
897+ 14.31% |
N/A
|
7.17K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
644+ 8.24% |
N/A
|
8.46K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.78K+ 6.93% |
N/A
|
58.3K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
175+ 194.44% |
N/A
|
265
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
24K+ 84.51% |
N/A
|
52.5K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.41K- 1.83% |
N/A
|
75.3K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.87K+ 73.02% |
N/A
|
9.17K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.61K+ 73.68% |
N/A
|
22.7K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 1.05% |
N/A
|
290
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.98K+ 8.34% |
N/A
|
25.7K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.51K+ 75.72% |
N/A
|
10.5K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.76K- 39.38% |
N/A
|
10.4K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-1.32K- 1.2% |
N/A
|
109K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-456- 5.48% |
N/A
|
7.87K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-91- 29.45% |
N/A
|
218
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.08K+ 11.94% |
N/A
|
19.5K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51+ 8.16% |
N/A
|
676
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
377+ 8.91% |
N/A
|
4.61K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.76K+ 13.4% |
N/A
|
23.4K
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-9.46K- 44.08% |
N/A
|
12K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.77KNew |
N/A
|
3.77K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
190+ 46.12% |
N/A
|
602
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
15+ 1.44% |
N/A
|
1.06K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7+ 0.23% |
N/A
|
3.06K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
345+ 1.1% |
N/A
|
31.8K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 11.0% |
N/A
|
333
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 11.69% |
N/A
|
86
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 12.41% |
N/A
|
15.3K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.79KNew |
N/A
|
8.79K
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
6.09K+ 83.13% |
N/A
|
13.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108+ 51.92% |
N/A
|
316
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
623+ 5.15% |
N/A
|
12.7K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 18.75% |
N/A
|
19
$0
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
4.47KNew |
N/A
|
4.47K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
637New |
N/A
|
637
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.43KNew |
N/A
|
3.43K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
24+ 0.3% |
N/A
|
8.01K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
441+ 11.44% |
N/A
|
4.3K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.56KNew |
N/A
|
4.56K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.24K- 35.79% |
N/A
|
16.6K
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.32KNew |
N/A
|
4.32K
$0
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.21KNew |
N/A
|
4.21K
$0
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
267+ 5.62% |
N/A
|
5.01K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
66.8KNew |
N/A
|
66.8K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|