Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIG)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIG) 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 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.55K- 11.1% |
$61.9K - $63.7K
|
12.4K
$508K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 43.32% |
$743K - $765K
|
24.3K
$996K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.36KNew |
$215K - $221K
|
5.36K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.5K- 16.06% |
$140K - $144K
|
18.3K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
11.3KNew |
$452K - $465K
|
11.3K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$40 - $41.2
|
46
$1.88K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
90New |
$3.6K - $3.7K
|
90
$3.69K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
291New |
$11.6K - $12K
|
291
$11.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.17% |
$40 - $41.2
|
47
$1.92K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
331+ 2.48% |
$13.2K - $13.6K
|
13.7K
$560K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.68KNew |
$147K - $151K
|
3.68K
$151K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
23.2K+ 13.2% |
$927K - $954K
|
199K
$8.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-746- 5.12% |
$29.8K - $30.7K
|
13.8K
$566K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8.81KNew |
$352K - $363K
|
8.81K
$361K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
6.64KNew |
$265K - $273K
|
6.64K
$272K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 12.15% |
$12K - $12.3K
|
2.17K
$88.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.63K+ 13.09% |
$311K - $319K
|
65.9K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.35KNew |
$259K - $266K
|
6.35K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-14.5K- 61.03% |
$591K - $607K
|
9.27K
$379K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.42K+ 11.93% |
$57.9K - $59.4K
|
13.3K
$546K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
873New |
$35.6K - $36.5K
|
873
$35.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.5KNew |
$429K - $440K
|
10.5K
$431K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
800New |
$30.9K - $33.6K
|
800
$32.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-53.1K- 60.36% |
$2.05M - $2.23M
|
34.9K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.11K- 71.33% |
$42.7K - $46.5K
|
445
$18.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.5K- 13.87% |
$482K - $524K
|
77.5K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.82KNew |
$147K - $160K
|
3.82K
$156K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.9KNew |
$266K - $290K
|
6.9K
$283K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.34KNew |
$92.3K - $96.9K
|
2.34K
$95.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-22.5K- 13.82% |
$890K - $934K
|
140K
$5.75M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
78+ 19.21% |
$3.2K - $3.31K
|
484
$19.8K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
13.5KNew |
$556K - $575K
|
13.5K
$555K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28New |
$1.15K - $1.19K
|
28
$1.15K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.79KNew |
$279K - $288K
|
6.79K
$278K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-59- 26.58% |
$2.4K - $2.51K
|
163
$6.67K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$158 - $168
|
4
$164
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-747- 4.76% |
$29.5K - $31.4K
|
15K
$612K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
73.5K+ 116.5% |
$2.95M - $3.24M
|
137K
$5.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.8K+ 130.32% |
$716K - $786K
|
31.5K
$1.29M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.45KClosed |
$102K - $111K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.43K+ 21.23% |
$101K - $110K
|
13.9K
$568K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-624Closed |
$26.1K - $28.2K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-62- 0.81% |
$2.59K - $2.81K
|
7.62K
$312K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8New |
$334 - $362
|
8
$328
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-83.9KClosed |
$3.77M - $4.07M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-14KClosed |
$627K - $677K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.03KClosed |
$49.9K - $50.8K
|
0
$0
|
|