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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
39.1KNew |
$2M - $2.18M
|
39.1K
$2.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.6KNew |
$338K - $369K
|
6.6K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
39.7KNew |
$2.03M - $2.22M
|
39.7K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-421- 1.15% |
$21.6K - $23.5K
|
36.1K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
66+ 95.65% |
$3.38K - $3.68K
|
135
$7.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-200- 1.78% |
$10.2K - $11.2K
|
11.1K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
117+ 1.06% |
$6K - $6.53K
|
11.2K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$652K - $710K
|
12.7K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.46KNew |
$75K - $81.7K
|
1.46K
$81.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60- 5.84% |
$3.07K - $3.35K
|
967
$53.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
37.1KNew |
$1.9M - $2.07M
|
37.1K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.3K+ 5.1% |
$680K - $740K
|
273K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
26+ 0.39% |
$1.33K - $1.45K
|
6.63K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.9K+ 244.8% |
$764K - $832K
|
21K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.87K- 9.24% |
$352K - $383K
|
67.5K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
192+ 1.24% |
$9.84K - $10.7K
|
15.7K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
112K+ 229.96% |
$5.75M - $6.26M
|
161K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-47K- 45.71% |
$2.41M - $2.63M
|
55.9K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.32K+ 8.58% |
$67.5K - $73.6K
|
16.7K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165+ 1.89% |
$8.45K - $9.21K
|
8.91K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-200K- 98.07% |
$10.2M - $11.1M
|
3.92K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.9K+ 296.42% |
$97.5K - $106K
|
2.55K
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
14.9KNew |
$763K - $832K
|
14.9K
$830K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33K- 89.62% |
$119K - $130K
|
270
$15K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 0.88% |
$52.7K - $57.4K
|
116K
$6.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
43K+ 171.64% |
$2.2M - $2.4M
|
68K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
181K+ 19.47% |
$9.28M - $10.1M
|
1.11M
$61.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.25K- 5.47% |
$218K - $237K
|
73.4K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.6K+ 61.76% |
$746K - $813K
|
38.1K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
61.5KNew |
$3.15M - $3.43M
|
61.5K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.12K- 15.56% |
$211K - $230K
|
22.4K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.02K+ 19.44% |
$206K - $224K
|
24.7K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.34KNew |
$171K - $186K
|
3.34K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-570- 0.44% |
$29.2K - $31.8K
|
128K
$7.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.57KNew |
$80.2K - $87.4K
|
1.57K
$87.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 9.45% |
$20.5K - $22.3K
|
4.63K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.23K - $1.34K
|
5.32K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
24.4KNew |
$1.25M - $1.36M
|
24.4K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-88- 0.25% |
$4.51K - $4.91K
|
35.3K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-496- 5.94% |
$25.4K - $27.7K
|
7.85K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.2 - $55.8
|
13K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.54K - $1.67K
|
30
$1.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
171+ 2.75% |
$8.76K - $9.54K
|
6.39K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.4K+ 8.28% |
$328K - $357K
|
83.6K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-13.3K- 57.03% |
$684K - $745K
|
10.1K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.2K+ 10.13% |
$573K - $624K
|
122K
$6.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
189KNew |
$9.68M - $10.5M
|
189K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
14.9K+ 8.41% |
$765K - $833K
|
192K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
38.6KNew |
$1.98M - $2.15M
|
38.6K
$2.15M
|