Latest Institutional Transactions on American Centy ETF Tr Avantis (AVLV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
11+ 0.06% |
$661 - $724
|
19K
$1.28M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
76+ 4.17% |
$4.56K - $5K
|
1.9K
$128K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12KNew |
$722K - $791K
|
12K
$809K
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
94.4KNew |
$5.67M - $6.22M
|
94.4K
$6.36M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-10.6K- 3.63% |
$636K - $697K
|
281K
$18.9M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2K+ 140.46% |
$1.09M - $1.2M
|
31.2K
$2.1M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
330+ 6.47% |
$19.8K - $21.7K
|
5.43K
$366K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
17.2K+ 143.25% |
$1.03M - $1.13M
|
29.1K
$1.96M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-79- 12.04% |
$4.74K - $5.2K
|
577
$38.9K
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
7.74K+ 3.94% |
$465K - $510K
|
204K
$13.7M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55.8K- 81.19% |
$3.35M - $3.67M
|
12.9K
$871K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
18.5K+ 15.54% |
$1.11M - $1.22M
|
138K
$9.27M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 0.38% |
$3.24K - $3.55K
|
14.3K
$964K
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
32.6K+ 53.39% |
$1.96M - $2.15M
|
93.6K
$6.31M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.2K- 1.48% |
$732K - $803K
|
812K
$54.7M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
19+ 0.41% |
$1.14K - $1.25K
|
4.69K
$316K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
285K+ 94.5% |
$17.3M - $18.3M
|
587K
$39.5M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.6K+ 179.07% |
$767K - $810K
|
19.7K
$1.33M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
147KNew |
$8.93M - $9.43M
|
147K
$9.91M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.6K+ 8.47% |
$4.96M - $5.24M
|
1.05M
$70.4M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.11K+ 10.86% |
$128K - $136K
|
21.6K
$1.45M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.67M+ 105216.55% |
$102M - $107M
|
1.67M
$113M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.49K- 18.38% |
$151K - $160K
|
11K
$744K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
767+ 68.54% |
$46.6K - $49.2K
|
1.89K
$127K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
157K+ 20.53% |
$9.54M - $10.1M
|
922K
$62.1M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
588K+ 43.66% |
$35.7M - $37.7M
|
1.93M
$130M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.49K+ 4.36% |
$212K - $224K
|
83.5K
$5.62M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
247+ 0.3% |
$15K - $15.8K
|
83.3K
$5.61M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
728KNew |
$44.2M - $46.7M
|
728K
$49M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-299- 49.67% |
$18.2K - $19.2K
|
303
$20.4K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
29K+ 9.92% |
$1.76M - $1.86M
|
322K
$21.7M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.1K+ 18603.26% |
$1.04M - $1.1M
|
17.2K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.1
|
6.97K
$470K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
141K+ 22.21% |
$8.56M - $9.04M
|
775K
$52.2M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
500KNew |
$30.4M - $32.1M
|
500K
$33.7M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
304K+ 111.23% |
$18.4M - $19.5M
|
576K
$38.8M
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
298KNew |
$18.1M - $19.1M
|
298K
$20.1M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4K+ 683.51% |
$2.64M - $2.78M
|
49.8K
$3.35M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26- 96.3% |
$1.58K - $1.67K
|
1
$67.3
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.8K+ 289.8% |
$3.26M - $3.45M
|
72.3K
$4.87M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.15K+ 50.56% |
$131K - $138K
|
6.41K
$432K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.71KNew |
$408K - $431K
|
6.71K
$452K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$1.21M - $1.28M
|
19.9K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 87.6% |
$644K - $680K
|
1.5K
$101K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.48K- 5.89% |
$90.1K - $95.1K
|
23.7K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3K+ 12.95% |
$685K - $724K
|
98.4K
$6.62M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.83KNew |
$293K - $310K
|
4.83K
$325K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
138K+ 67.7% |
$8.39M - $8.86M
|
342K
$23.1M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.7K+ 25.41% |
$407K - $430K
|
33.1K
$2.23M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.6K+ 291.6% |
$4.23M - $4.46M
|
93.4K
$6.29M
|