Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSC)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSC) 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 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
6.66K+ 6.27% |
$327K - $374K
|
113K
$6.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.05% |
$981 - $1.12K
|
36.6K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.95K+ 12.95% |
$292K - $334K
|
51.9K
$2.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
168K+ 169.39% |
$8.24M - $9.43M
|
267K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
250New |
$12.3K - $14K
|
250
$13.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
21+ 0.23% |
$1.03K - $1.18K
|
8.97K
$485K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
34.8K+ 6.88% |
$1.71M - $1.95M
|
540K
$29.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 27.06% |
$107K - $122K
|
10.2K
$553K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.62K+ 28.64% |
$79.4K - $90.8K
|
7.27K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32K+ 24.88% |
$1.57M - $1.8M
|
161K
$8.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
26.8K+ 371.01% |
$1.32M - $1.5M
|
34K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10New |
$491 - $561
|
10
$540
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 50.0% |
$1.96K - $2.25K
|
120
$6.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.06K+ 9.63% |
$199K - $228K
|
46.3K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15KNew |
$302K - $345K
|
6.15K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.77K+ 13492.31% |
$430K - $492K
|
8.84K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.9K+ 27.45% |
$93.1K - $107K
|
8.81K
$476K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
597+ 0.32% |
$29.3K - $33.5K
|
186K
$10M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18.3KNew |
$897K - $1.03M
|
18.3K
$988K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
81.8K+ 341037.5% |
$4.02M - $4.59M
|
81.9K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.28K- 36.85% |
$259K - $297K
|
9.06K
$489K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
33.1K+ 360.04% |
$1.62M - $1.86M
|
42.3K
$2.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.46K+ 2.3% |
$268K - $306K
|
243K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
295New |
$14.5K - $16.6K
|
295
$15.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409New |
$20.1K - $23K
|
409
$22.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.38K+ 6.29% |
$67.5K - $77.2K
|
23.2K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.14K+ 2.49% |
$301K - $344K
|
253K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 1.33% |
$62.7K - $71.7K
|
97.3K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-927- 9.63% |
$45.5K - $52K
|
8.7K
$470K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.07KNew |
$200K - $228K
|
4.07K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.62KNew |
$227K - $259K
|
4.62K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-542- 3.25% |
$26.6K - $30.4K
|
16.1K
$871K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
723+ 1.99% |
$35.5K - $40.6K
|
37.1K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
347+ 4.66% |
$17K - $19.5K
|
7.79K
$421K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.5K+ 32.78% |
$566K - $647K
|
46.7K
$2.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.21K+ 8.54% |
$59.2K - $67.7K
|
15.3K
$829K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
135K+ 823.37% |
$6.61M - $7.56M
|
151K
$8.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-192- 0.69% |
$9.42K - $10.8K
|
27.7K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
980+ 18.32% |
$48.1K - $55K
|
6.33K
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17+ 0.24% |
$834 - $954
|
7.04K
$381K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 12.46% |
$687K - $786K
|
126K
$6.83M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
882+ 71.01% |
$42.2K - $46.1K
|
2.12K
$115K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
29.9KNew |
$1.43M - $1.56M
|
29.9K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.35% |
$144 - $157
|
867
$46.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1K+ 68.07% |
$818K - $893K
|
42.2K
$2.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.6K- 8.36% |
$554K - $605K
|
127K
$6.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79.5K+ 12.15% |
$3.81M - $4.15M
|
733K
$39.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
228+ 1.32% |
$10.9K - $11.9K
|
17.5K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$245K - $268K
|
5.12K
$277K
|
|