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 |
---|---|---|---|---|---|---|---|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.4K- 4.16% |
$525K - $535K
|
263K
$12.2M
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
29+ 0.06% |
$1.33K - $1.36K
|
47.2K
$2.19M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.36K- 61.11% |
$384K - $392K
|
5.32K
$246K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 243.84% |
$911K - $929K
|
27.9K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46 - $47
|
1
$46.3
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
156New |
$7.18K - $7.32K
|
156
$7.22K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.25KNew |
$287K - $293K
|
6.25K
$289K
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.3M- 97.88% |
$59.6M - $60.8M
|
28.1K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
337+ 7.28% |
$15.5K - $15.8K
|
4.97K
$230K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
154+ 0.84% |
$7.09K - $7.23K
|
18.5K
$858K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.46K+ 14.96% |
$113K - $115K
|
18.9K
$874K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-31.9K- 33.17% |
$1.47M - $1.5M
|
64.2K
$2.97M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.81K+ 18.38% |
$359K - $367K
|
50.3K
$2.33M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.44KNew |
$250K - $255K
|
5.44K
$252K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.9K+ 6.4% |
$2.07M - $2.11M
|
746K
$34.5M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.1K- 0.59% |
$50.4K - $51.4K
|
185K
$8.58M
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-425- 4.45% |
$19.6K - $20K
|
9.12K
$422K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
908+ 29.94% |
$41.8K - $42.6K
|
3.94K
$182K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
183+ 0.64% |
$8.42K - $8.59K
|
28.6K
$1.33M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 3.7% |
$79K - $80.6K
|
44.7K
$2.07M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
21.5K+ 9.43% |
$987K - $1.01M
|
249K
$11.5M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
19.3K+ 34.86% |
$888K - $906K
|
74.6K
$3.46M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.3KNew |
$198K - $202K
|
4.3K
$199K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.56K+ 2.07% |
$71.7K - $73.2K
|
76.8K
$3.55M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 0.83% |
$1.66K - $1.69K
|
4.39K
$203K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.19KNew |
$239K - $244K
|
5.19K
$240K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85+ 1.55% |
$3.91K - $3.99K
|
5.55K
$257K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$42.7K - $43.3K
|
934
$43.2K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
260+ 6.5% |
$11.9K - $12.1K
|
4.26K
$197K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 18.03% |
$47K - $47.7K
|
6.73K
$312K
|
|
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
$1.43M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.03% |
$1.21K - $1.22K
|
96.4K
$4.46M
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
800New |
$37.2K - $37.5K
|
800
$37K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.31K+ 61.58% |
$144K - $155K
|
8.68K
$402K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.47KNew |
$238K - $256K
|
5.47K
$253K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.31KNew |
$318K - $343K
|
7.31K
$338K
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
36.7KNew |
$1.6M - $1.72M
|
36.7K
$1.7M
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.41KNew |
$366K - $394K
|
8.41K
$389K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7.65KNew |
$333K - $359K
|
7.65K
$354K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.84KNew |
$170K - $179K
|
3.84K
$178K
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
195+ 1.05% |
$8.64K - $9.06K
|
18.8K
$869K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
470+ 5.27% |
$20.8K - $21.8K
|
9.39K
$435K
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.8KNew |
$346K - $362K
|
7.8K
$361K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.64% |
$3.46K - $3.62K
|
12.3K
$569K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 15.22% |
$62.4K - $64.3K
|
10.4K
$480K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.3KNew |
$1.2M - $1.23M
|
26.3K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$683 - $705
|
15
$694
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
32KNew |
$1.45M - $1.5M
|
32K
$1.48M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
479New |
$21K - $22.1K
|
479
$22.2K
|