Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIE) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
400+ 1.9% |
N/A
|
21.4K
$0
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-193- 5.48% |
N/A
|
3.33K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.1KNew |
N/A
|
4.1K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-265- 13.84% |
N/A
|
1.65K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1New |
N/A
|
1
$0
|
|
| Q4 2024 | |||||||
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 83.94% |
N/A
|
3.04K
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$0
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
107KNew |
N/A
|
107K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 19.23% |
N/A
|
183K
$0
|
|