Latest Institutional Transactions on American Centy ETF Tr Avantis (AVRE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVRE) 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 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 1.35% |
$164 - $193
|
300
$12.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14K+ 8.31% |
$87.5K - $103K
|
27.8K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
62.8K+ 827.68% |
$2.57M - $3.03M
|
70.4K
$2.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.7KNew |
$520K - $613K
|
12.7K
$539K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.45K+ 2.45% |
$182K - $215K
|
186K
$7.9M
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.94KNew |
$192K - $208K
|
4.94K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
93+ 2.96% |
$3.62K - $3.91K
|
3.24K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.34KNew |
$208K - $225K
|
5.34K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.67KNew |
$220K - $238K
|
5.67K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 7.05% |
$428 - $463
|
167
$7.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
32.8KNew |
$1.27M - $1.38M
|
32.8K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-227- 6.69% |
$8.83K - $9.55K
|
3.17K
$134K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
159+ 23.01% |
$6.18K - $6.69K
|
850
$36.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22New |
$856 - $925
|
22
$934
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
565New |
$22K - $23.8K
|
565
$24K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
943New |
$38.2K - $40.9K
|
943
$40K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$2.84K - $3.04K
|
70
$2.97K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447New |
$18.1K - $19.4K
|
447
$19K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.8K+ 120.86% |
$440K - $471K
|
19.8K
$842K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183New |
$7.42K - $7.95K
|
183
$7.77K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.87K- 26.97% |
$102K - $126K
|
7.78K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.65KNew |
$200K - $247K
|
5.65K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
37.7KNew |
$1.34M - $1.65M
|
37.7K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.29K+ 7.07% |
$81.2K - $99.9K
|
34.6K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.89K+ 514.42% |
$138K - $170K
|
4.65K
$197K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
168New |
$6.24K - $7.17K
|
168
$7.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
237+ 3.18% |
$8.8K - $10.1K
|
7.7K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 11.3% |
$18.6K - $21.3K
|
3.93K
$167K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.53K+ 4.23% |
$56.8K - $65.3K
|
37.7K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.22K+ 13.04% |
$194K - $222K
|
45.2K
$1.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-795- 4.92% |
$29.5K - $33.9K
|
15.4K
$652K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.7KNew |
$396K - $455K
|
10.7K
$453K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36New |
$1.42K - $1.51K
|
36
$1.53K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.29KNew |
$50.9K - $54.2K
|
1.29K
$54.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.49KNew |
$136K - $160K
|
3.49K
$148K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
104New |
$4.06K - $4.77K
|
104
$4.42K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.2KNew |
$1.06M - $1.25M
|
27.2K
$1.16M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.44KNew |
$201K - $235K
|
5.44K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$67.5K - $78.9K
|
1.83K
$77.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.22KNew |
$82K - $95.9K
|
2.22K
$94.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-10.6K- 27.22% |
$408K - $521K
|
28.3K
$1.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$7.7K - $9.83K
|
200
$8.49K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.71K- 17.9% |
$104K - $133K
|
12.4K
$527K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
31.1K+ 415.41% |
$1.2M - $1.53M
|
38.6K
$1.64M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.34KClosed |
$57.2K - $72.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-645Closed |
$27.6K - $34.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.67KClosed |
$179K - $203K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.05KClosed |
$51.1K - $58K
|
0
$0
|
|