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 |
---|---|---|---|---|---|---|---|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.2KNew |
$59.4K - $65K
|
1.2K
$63K
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.6K+ 17.05% |
$623K - $682K
|
86.6K
$4.54M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
597+ 1326.67% |
$29.5K - $32.3K
|
642
$33.7K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.7K+ 30.46% |
$826K - $904K
|
71.6K
$3.75M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$49.4 - $54.1
|
1
$52.4
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.57K+ 1.17% |
$77.6K - $84.9K
|
136K
$7.14M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
42.9K+ 252.69% |
$2.12M - $2.32M
|
59.9K
$3.14M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-496- 2.33% |
$24.5K - $26.8K
|
20.8K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-129K- 63.97% |
$6.35M - $6.95M
|
72.4K
$3.8M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.21K+ 7.71% |
$59.7K - $65.4K
|
16.9K
$886K
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
140K+ 26.9% |
$6.91M - $7.56M
|
659K
$34.6M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.4K- 5.07% |
$68.9K - $75.4K
|
26.1K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 26.63% |
$1.95M - $2.14M
|
188K
$9.86M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2K+ 168.94% |
$2.18M - $2.39M
|
70.3K
$3.69M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.08KNew |
$449K - $491K
|
9.08K
$476K
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
128+ 0.7% |
$6.33K - $6.92K
|
18.5K
$970K
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.21K- 22.23% |
$406K - $444K
|
28.7K
$1.51M
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.36K+ 6.87% |
$364K - $398K
|
115K
$6.01M
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-285- 1.87% |
$14.1K - $15.4K
|
14.9K
$784K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.75K- 11.79% |
$86.3K - $94.4K
|
13.1K
$685K
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 25.22% |
$108K - $118K
|
10.8K
$567K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.66K+ 69.67% |
$230K - $252K
|
11.4K
$596K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.89KNew |
$192K - $210K
|
3.89K
$204K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
262+ 6.07% |
$12.9K - $14.2K
|
4.58K
$240K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35+ 0.44% |
$1.73K - $1.89K
|
8.07K
$423K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.52K+ 7.42% |
$224K - $245K
|
65.5K
$3.44M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.26K+ 1.67% |
$62.1K - $67.9K
|
76.4K
$4.01M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-86.7K- 94.07% |
$4.29M - $4.69M
|
5.46K
$287K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.94K- 44.24% |
$195K - $213K
|
4.97K
$260K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-153- 0.15% |
$7.56K - $8.27K
|
105K
$5.48M
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-320- 6.77% |
$15.8K - $17.3K
|
4.41K
$231K
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.1K- 9.99% |
$203K - $222K
|
37K
$1.94M
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.25K+ 2.11% |
$111K - $122K
|
109K
$5.7M
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-74- 0.7% |
$3.66K - $4K
|
10.5K
$549K
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-659- 14.39% |
$32.6K - $35.6K
|
3.92K
$206K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22.4K+ 15.51% |
$1.11M - $1.21M
|
167K
$8.77M
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
205+ 0.53% |
$10.1K - $11.1K
|
39.2K
$2.06M
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
20.9K+ 14.28% |
$1.04M - $1.13M
|
168K
$8.79M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 133.97% |
$523K - $572K
|
18.5K
$969K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-843- 24.43% |
$41.7K - $45.6K
|
2.61K
$137K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.21K+ 1.72% |
$208K - $228K
|
250K
$13.1M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
215+ 1.35% |
$10.6K - $11.6K
|
16.2K
$849K
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.39K+ 8.13% |
$217K - $237K
|
58.3K
$3.06M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
173New |
$8.55K - $9.36K
|
173
$9.07K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.8K- 4.58% |
$237K - $260K
|
100K
$5.25M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-900- 16.53% |
$44.5K - $48.7K
|
4.54K
$238K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.12K+ 88.68% |
$55.4K - $60.6K
|
2.38K
$125K
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
94+ 0.68% |
$4.65K - $5.08K
|
13.8K
$726K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-90.2K- 96.94% |
$4.46M - $4.88M
|
2.85K
$149K
|