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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-949- 0.75% |
$46.6K - $53.3K
|
126K
$6.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02KNew |
$295K - $338K
|
6.02K
$328K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.3K+ 9.6% |
$260K - $297K
|
60.5K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-629- 34.0% |
$30.9K - $35.3K
|
1.22K
$66.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.42K- 14.43% |
$69.7K - $79.7K
|
8.42K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
549+ 25.85% |
$26.9K - $30.8K
|
2.67K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.19K+ 4.59% |
$58.1K - $66.5K
|
27K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
762+ 2.57% |
$37.4K - $42.8K
|
30.4K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 0.6% |
$5.15K - $5.89K
|
17.4K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.07K+ 46.95% |
$445K - $509K
|
28.4K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$49.1 - $56.1
|
5.13K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
31.5K+ 6.24% |
$1.55M - $1.77M
|
537K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.17K+ 45.52% |
$106K - $122K
|
6.92K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
90+ 10.38% |
$4.42K - $5.05K
|
957
$52.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 7.87% |
$70K - $80K
|
16.7K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 83.66% |
$497K - $568K
|
22.2K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.23K- 19.65% |
$158K - $181K
|
13.2K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.2K- 74.01% |
$1.53M - $1.75M
|
11K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40KNew |
$1.96M - $2.24M
|
40K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.19KNew |
$206K - $235K
|
4.19K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 4.36% |
$51.8K - $59.3K
|
25.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
297KNew |
$14.6M - $16.7M
|
297K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 13397.33% |
$493K - $564K
|
10.1K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
385New |
$18.9K - $21.6K
|
385
$21K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
42.2K+ 39.9% |
$2.07M - $2.37M
|
148K
$8.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.52K- 30.61% |
$173K - $198K
|
7.98K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
443+ 2.0% |
$21.7K - $24.9K
|
22.6K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.6K+ 19.92% |
$176K - $202K
|
21.6K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
65+ 0.28% |
$3.19K - $3.65K
|
23.7K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.9K+ 106.76% |
$191K - $219K
|
7.56K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 25.91% |
$83.9K - $96K
|
4.89K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
176KNew |
$8.65M - $9.89M
|
176K
$9.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.3KNew |
$162K - $185K
|
3.3K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.1K+ 10.24% |
$3.69M - $4.22M
|
809K
$44M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
27.6K+ 10.79% |
$1.36M - $1.55M
|
284K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11.2K+ 0.34% |
$548K - $627K
|
3.34M
$182M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
200KNew |
$9.8M - $11.2M
|
200K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.3K- 19.05% |
$211K - $241K
|
18.3K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.02K+ 5.72% |
$442K - $506K
|
167K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.5K+ 35040.0% |
$172K - $197K
|
3.51K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.1K+ 17.18% |
$1.62M - $1.86M
|
225K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.2K- 18.05% |
$548K - $627K
|
50.7K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
28.1K+ 279.87% |
$1.38M - $1.58M
|
38.1K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 6.22% |
$801K - $916K
|
279K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.77K+ 9.28% |
$136K - $156K
|
32.6K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11KNew |
$54.6K - $62.5K
|
1.11K
$60.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.43K+ 4.14% |
$168K - $193K
|
86.4K
$4.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
933+ 10.79% |
$45.8K - $52.4K
|
9.58K
$522K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.52K+ 49.96% |
$222K - $254K
|
13.6K
$740K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33M+ 12.53% |
$65.3M - $74.7M
|
12M
$651M
|