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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
104New |
$4.06K - $4.77K
|
104
$4.52K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.2KNew |
$1.06M - $1.25M
|
27.2K
$1.18M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.44KNew |
$201K - $235K
|
5.44K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$67.5K - $78.9K
|
1.83K
$79.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.22KNew |
$82K - $95.9K
|
2.22K
$96.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-10.6K- 27.22% |
$408K - $521K
|
28.3K
$1.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$7.7K - $9.83K
|
200
$8.69K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.71K- 17.9% |
$104K - $133K
|
12.4K
$540K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
31.1K+ 415.41% |
$1.2M - $1.53M
|
38.6K
$1.68M
|
|
| 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
|
|