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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.21K+ 4.57% |
$113K - $123K
|
50.5K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.24K+ 40.42% |
$217K - $236K
|
14.7K
$772K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.9K+ 66.59% |
$711K - $775K
|
34.7K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-8.47K- 31.19% |
$434K - $472K
|
18.7K
$980K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
23.4K+ 5.54% |
$1.2M - $1.3M
|
445K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
981+ 5.96% |
$50.3K - $54.7K
|
17.5K
$916K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.12K+ 1.87% |
$108K - $118K
|
115K
$6.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 2.61% |
$85.5K - $93.1K
|
62.3K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
551+ 0.28% |
$28.2K - $30.8K
|
199K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-286- 4.96% |
$14.7K - $16K
|
5.49K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-225- 0.81% |
$11.5K - $12.6K
|
27.6K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 23.2% |
$57.3K - $62.4K
|
5.94K
$311K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.6K+ 23.46% |
$699K - $761K
|
71.8K
$3.77M
|
|
| Q3 2024 | |||||||
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-604- 0.47% |
$30.4K - $34.1K
|
129K
$6.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.75KNew |
$440K - $493K
|
8.75K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
15.3K+ 76.18% |
$770K - $863K
|
35.4K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
69New |
$3.48K - $3.89K
|
69
$3.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.67K+ 49.32% |
$235K - $264K
|
14.1K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.09K- 11.55% |
$54.9K - $61.5K
|
8.35K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.73K- 62.72% |
$87K - $97.5K
|
1.03K
$53.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.2KNew |
$2.23M - $2.5M
|
44.2K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.04K- 9.36% |
$254K - $284K
|
48.8K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.73KNew |
$238K - $267K
|
4.73K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.09KNew |
$307K - $344K
|
6.09K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.27K+ 6.09% |
$215K - $241K
|
74.4K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.6KNew |
$131K - $147K
|
2.6K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.3K+ 7.37% |
$267K - $299K
|
77.2K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18- 0.39% |
$907 - $1.02K
|
4.57K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-326- 2.81% |
$16.4K - $18.4K
|
11.3K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15.9K- 12.84% |
$803K - $900K
|
108K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
12.5K+ 6.68% |
$628K - $704K
|
199K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-449- 41.15% |
$22.6K - $25.3K
|
642
$33.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-16.9K- 41.99% |
$853K - $956K
|
23.4K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-40- 0.26% |
$2.01K - $2.26K
|
15.4K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-66- 0.08% |
$3.32K - $3.72K
|
77.6K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
155K+ 20.07% |
$7.83M - $8.77M
|
930K
$48.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
148+ 0.43% |
$7.45K - $8.35K
|
34.4K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
89+ 8.26% |
$4.48K - $5.02K
|
1.17K
$61.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.14K+ 2.86% |
$158K - $177K
|
113K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-23- 4.28% |
$1.16K - $1.3K
|
514
$27K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 121.15% |
$90K - $101K
|
3.26K
$171K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
32.6KNew |
$1.64M - $1.84M
|
32.6K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-372- 5.65% |
$18.7K - $21K
|
6.21K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-375- 1.57% |
$18.9K - $21.2K
|
23.6K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
54.3K+ 111.64% |
$2.73M - $3.06M
|
103K
$5.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 1110.97% |
$5.41M - $6.06M
|
117K
$6.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
45.1K+ 878.82% |
$2.27M - $2.54M
|
50.2K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
488+ 13.03% |
$24.6K - $27.5K
|
4.23K
$222K
|
|