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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
26+ 0.03% |
$1.21K - $1.22K
|
96.4K
$4.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
800New |
$37.2K - $37.5K
|
800
$36K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.47KNew |
$238K - $256K
|
5.47K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.31KNew |
$318K - $343K
|
7.31K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
36.7KNew |
$1.6M - $1.72M
|
36.7K
$1.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7.65KNew |
$333K - $359K
|
7.65K
$344K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
195+ 1.05% |
$8.64K - $9.06K
|
18.8K
$844K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.8KNew |
$346K - $362K
|
7.8K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.64% |
$3.46K - $3.62K
|
12.3K
$552K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 15.22% |
$62.4K - $64.3K
|
10.4K
$467K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.3KNew |
$1.2M - $1.23M
|
26.3K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15New |
$683 - $705
|
15
$674
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
32KNew |
$1.45M - $1.5M
|
32K
$1.44M
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-567- 8.15% |
$25K - $26.5K
|
6.39K
$287K
|
|
| 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
$6.48M
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-190KClosed |
$9.42M - $9.57M
|
0
$0
|
|