Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIV) 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 |
---|---|---|---|---|---|---|---|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 29.85% |
$604K - $686K
|
51K
$2.98M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6.42K- 7.38% |
$331K - $376K
|
80.5K
$4.7M
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-264- 2.39% |
$13.6K - $15.5K
|
10.8K
$631K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.01K- 2.34% |
$155K - $176K
|
125K
$7.32M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-419- 3.76% |
$21.6K - $24.5K
|
10.7K
$627K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 8.39% |
$695K - $790K
|
174K
$10.2M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.13K+ 38.69% |
$419K - $476K
|
29.1K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.6KNew |
$2.45M - $2.79M
|
47.6K
$2.78M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.22K- 6.15% |
$114K - $130K
|
33.9K
$1.98M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.45KNew |
$384K - $436K
|
7.45K
$435K
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
80+ 1.8% |
$4.12K - $4.68K
|
4.52K
$264K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.63KNew |
$187K - $213K
|
3.63K
$212K
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
94K+ 213.98% |
$4.84M - $5.5M
|
138K
$8.06M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.37K- 8.68% |
$328K - $373K
|
67K
$3.91M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.49K+ 5.37% |
$231K - $263K
|
88.1K
$5.15M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.87K- 20.99% |
$96.3K - $109K
|
7.04K
$411K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.8K- 44.15% |
$1.54M - $1.74M
|
37.7K
$2.2M
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
8.42K+ 34.47% |
$434K - $493K
|
32.8K
$1.92M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-180- 2.95% |
$9.27K - $10.5K
|
5.92K
$346K
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
263K+ 23.64% |
$13.5M - $15.4M
|
1.37M
$80.3M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
239+ 177.04% |
$12.3K - $14K
|
374
$21.8K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$515 - $585
|
10
$584
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
8.73KNew |
$450K - $511K
|
8.73K
$510K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
9.08KNew |
$467K - $531K
|
9.08K
$530K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142+ 3.11% |
$7.31K - $8.31K
|
4.71K
$275K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
38.1K+ 36.8% |
$1.96M - $2.23M
|
142K
$8.28M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.4K- 21.08% |
$894K - $1.02M
|
65K
$3.8M
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-709- 9.03% |
$36.5K - $41.5K
|
7.14K
$417K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.53K+ 18.33% |
$233K - $265K
|
29.2K
$1.71M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
9.92K+ 25.72% |
$511K - $581K
|
48.5K
$2.83M
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.04K+ 2.65% |
$53.4K - $60.6K
|
40.1K
$2.34M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
36.8K+ 3.52% |
$1.9M - $2.16M
|
1.08M
$63.3M
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-29.4K- 52.59% |
$1.51M - $1.72M
|
26.5K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19.5K+ 52.5% |
$1M - $1.14M
|
56.6K
$3.31M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.6K- 10.0% |
$546K - $621K
|
95.5K
$5.58M
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.26K- 32.37% |
$168K - $191K
|
6.8K
$397K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-838- 18.09% |
$43.2K - $49.1K
|
3.8K
$222K
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.35K+ 10.51% |
$121K - $138K
|
24.7K
$1.44M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1K+ 60.69% |
$1.19M - $1.35M
|
61.3K
$3.58M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
821+ 32.26% |
$42.3K - $48.1K
|
3.37K
$197K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.95K+ 6.98% |
$152K - $173K
|
45.2K
$2.64M
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
35.5K+ 72.88% |
$1.83M - $2.08M
|
84.3K
$4.92M
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
406+ 2.02% |
$20.9K - $23.8K
|
20.5K
$1.2M
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.9K+ 4.16% |
$252K - $287K
|
123K
$7.17M
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-9.56K- 4.97% |
$492K - $559K
|
183K
$10.7M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
35+ 0.01% |
$1.8K - $2.05K
|
273K
$16M
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.8K+ 7.79% |
$865K - $983K
|
232K
$13.6M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.11K+ 5.42% |
$263K - $299K
|
99.4K
$5.8M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.79KNew |
$247K - $280K
|
4.79K
$280K
|