Latest Institutional Transactions on American Centy ETF Travantis C (AVMU)
This table provides information on the latest institutional transactions involving American Centy ETF Travantis C (AVMU) 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.3K+ 5.5% |
$654K - $663K
|
274K
$12.9M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.47KNew |
$250K - $254K
|
5.47K
$257K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12KNew |
$371K - $377K
|
8.12K
$381K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.1K- 58.3% |
$875K - $887K
|
13.7K
$642K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.63KNew |
$212K - $215K
|
4.63K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-342- 0.35% |
$15.6K - $15.9K
|
96K
$4.51M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.26K+ 7.35% |
$57.6K - $58.4K
|
18.4K
$863K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.4KNew |
$751K - $762K
|
16.4K
$771K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.9K+ 8.67% |
$2.56M - $2.6M
|
701K
$32.9M
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$42.7K - $43.3K
|
934
$43.9K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.13K+ 5.27% |
$97.4K - $98.8K
|
42.5K
$2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.27M+ 2579.4% |
$58.3M - $59.1M
|
1.32M
$62.2M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.6K- 17.36% |
$532K - $539K
|
55.3K
$2.6M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
260+ 6.5% |
$11.9K - $12.1K
|
4.26K
$200K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.74K- 5.93% |
$217K - $220K
|
75.2K
$3.53M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
219+ 7.78% |
$10K - $10.2K
|
3.03K
$142K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
265+ 6.48% |
$12.1K - $12.3K
|
4.36K
$204K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 3.02% |
$62.3K - $63.2K
|
46.4K
$2.18M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.58K+ 14.38% |
$164K - $166K
|
28.5K
$1.34M
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 18.03% |
$47K - $47.7K
|
6.73K
$316K
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-432- 4.33% |
$19.8K - $20K
|
9.55K
$448K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
6.85K+ 16.98% |
$313K - $318K
|
47.2K
$2.22M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5.02K- 2.62% |
$229K - $233K
|
186K
$8.75M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.07K- 0.47% |
$49K - $49.8K
|
227K
$10.7M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 3.36% |
$49.9K - $50.4K
|
30.9K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.06K- 95.31% |
$49.1K - $49.5K
|
52
$2.44K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.03% |
$1.21K - $1.22K
|
96.4K
$4.53M
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
800New |
$37.2K - $37.5K
|
800
$37.6K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.3KNew |
$200K - $202K
|
4.3K
$202K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.31K+ 61.58% |
$144K - $155K
|
8.68K
$408K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.47KNew |
$238K - $256K
|
5.47K
$257K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.31KNew |
$318K - $343K
|
7.31K
$343K
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
36.7KNew |
$1.6M - $1.72M
|
36.7K
$1.72M
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.41KNew |
$366K - $394K
|
8.41K
$395K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7.65KNew |
$333K - $359K
|
7.65K
$359K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.84KNew |
$170K - $179K
|
3.84K
$180K
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
195+ 1.05% |
$8.64K - $9.06K
|
18.8K
$882K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
470+ 5.27% |
$20.8K - $21.8K
|
9.39K
$441K
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.8KNew |
$346K - $362K
|
7.8K
$366K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.64% |
$3.46K - $3.62K
|
12.3K
$577K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 15.22% |
$62.4K - $64.3K
|
10.4K
$487K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.3KNew |
$1.2M - $1.23M
|
26.3K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
32KNew |
$1.45M - $1.5M
|
32K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$683 - $705
|
15
$704
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
479New |
$21K - $22.1K
|
479
$22.5K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.2KNew |
$451K - $479K
|
10.2K
$481K
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-567- 8.15% |
$25K - $26.5K
|
6.39K
$300K
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$46.8K - $50K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
6.1K+ 4.42% |
$303K - $305K
|
144K
$6.77M
|