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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33K- 89.62% |
$119K - $130K
|
270
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.23K - $1.34K
|
5.32K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.2 - $55.8
|
13K
$812K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.34KNew |
$171K - $186K
|
3.34K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-88- 0.25% |
$4.51K - $4.91K
|
35.3K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.54K - $1.67K
|
30
$1.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
171+ 2.75% |
$8.76K - $9.54K
|
6.39K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
535+ 39.63% |
$27.4K - $29.9K
|
1.89K
$118K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 0.61% |
$3.69K - $4.02K
|
11.9K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
56New |
$2.87K - $3.13K
|
56
$3.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 5.79% |
$3.84K - $4.19K
|
1.22K
$76.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
169+ 1.26% |
$8.66K - $9.43K
|
13.6K
$850K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.73K- 62.72% |
$87K - $97.5K
|
1.03K
$64.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.73KNew |
$238K - $267K
|
4.73K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15.9K- 12.84% |
$803K - $900K
|
108K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-23- 4.28% |
$1.16K - $1.3K
|
514
$32.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.82% |
$1.16K - $1.3K
|
2.82K
$177K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.75KNew |
$88.1K - $98.8K
|
1.75K
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227New |
$11.4K - $12.8K
|
227
$14.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-182- 2.82% |
$9.17K - $10.3K
|
6.27K
$393K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16KNew |
$834K - $884K
|
16K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.44K- 55.35% |
$75.4K - $79.9K
|
1.16K
$72.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
288+ 0.38% |
$15.1K - $15.9K
|
76.7K
$4.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53.1KNew |
$2.78M - $2.94M
|
53.1K
$3.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
500+ 12.2% |
$26.1K - $27.7K
|
4.6K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
255New |
$13.3K - $14.1K
|
255
$16K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 10.0% |
$52.3 - $55.4
|
11
$689
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.23K+ 93.58% |
$117K - $123K
|
4.61K
$289K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 48.19% |
$411K - $435K
|
24.2K
$1.51M
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
277+ 144.27% |
$13.7K - $15K
|
469
$29.4K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.2KNew |
$59.4K - $65K
|
1.2K
$75.3K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2K+ 168.94% |
$2.18M - $2.39M
|
70.3K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.4K- 5.07% |
$68.9K - $75.4K
|
26.1K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.94K- 44.24% |
$195K - $213K
|
4.97K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
173New |
$8.55K - $9.36K
|
173
$10.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
21.7KNew |
$1.07M - $1.18M
|
21.7K
$1.36M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
201New |
$9.21K - $10.4K
|
201
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
928New |
$42.5K - $47.9K
|
928
$58.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.95KNew |
$410K - $462K
|
8.95K
$560K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
468+ 7.6% |
$21.4K - $24.2K
|
6.63K
$415K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.81K- 6.68% |
$129K - $145K
|
39.2K
$2.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-701- 87.52% |
$32.1K - $36.2K
|
100
$6.26K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
370New |
$17.5K - $18.8K
|
370
$23.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$706K - $757K
|
14.9K
$933K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
8.57K+ 22.06% |
$406K - $435K
|
47.4K
$2.97M
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.8KNew |
$1.86M - $2M
|
39.8K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
937New |
$43.7K - $47.2K
|
937
$58.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
56.7KNew |
$2.65M - $2.85M
|
56.7K
$3.55M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12K+ 47.33% |
$541K - $599K
|
37.4K
$2.34M
|
|