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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$335K - $371K
|
7.45K
$467K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
929New |
$35.5K - $43.2K
|
929
$58.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14.6KNew |
$558K - $679K
|
14.6K
$913K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.22KNew |
$83.7K - $99.5K
|
2.22K
$139K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.82KNew |
$295K - $351K
|
7.82K
$490K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-15.1K- 54.74% |
$635K - $763K
|
12.4K
$779K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.14KNew |
$217K - $260K
|
5.14K
$322K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.73KNew |
$310K - $358K
|
6.73K
$421K
|
|