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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69KNew |
$194K - $220K
|
3.69K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
650+ 2.41% |
$34.3K - $38.7K
|
27.7K
$1.53M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.86K+ 238.41% |
$414K - $468K
|
11.2K
$616K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
589+ 2.33% |
$31K - $35.1K
|
25.9K
$1.43M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.51K+ 854.54% |
$501K - $567K
|
10.6K
$586K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.6K+ 10.31% |
$1.08M - $1.23M
|
220K
$12.2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84New |
$4.43K - $5K
|
84
$4.64K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-539- 2.28% |
$28.4K - $32.1K
|
23.1K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.35% |
$949 - $1.07K
|
5.11K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-979- 5.62% |
$51.6K - $58.3K
|
16.4K
$907K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.01KNew |
$106K - $120K
|
2.01K
$111K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.4KNew |
$1.81M - $2.05M
|
34.4K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.8K- 99.69% |
$2.1M - $2.37M
|
123
$6.79K
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20.8K- 8.2% |
$1.09M - $1.24M
|
232K
$12.8M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$732K - $827K
|
13.9K
$766K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-610- 4.62% |
$32.1K - $36.3K
|
12.6K
$695K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5MNew |
$605M - $684M
|
11.5M
$634M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.64K- 3.56% |
$455K - $515K
|
234K
$12.9M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.31% |
$158 - $179
|
960
$53K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
394K+ 14739.58% |
$20.8M - $23.5M
|
397K
$21.9M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$207K - $234K
|
3.93K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
968New |
$51K - $57.7K
|
968
$53.4K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 8.45% |
$165K - $187K
|
40.2K
$2.22M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.23K+ 4.43% |
$434K - $490K
|
194K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-50- 1.16% |
$2.64K - $2.98K
|
4.28K
$236K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.6K+ 6.95% |
$1.09M - $1.23M
|
318K
$17.5M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14K+ 49.39% |
$739K - $835K
|
42.4K
$2.34M
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
56.8KNew |
$3M - $3.39M
|
56.8K
$3.14M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.1K- 6.3% |
$585K - $661K
|
165K
$9.11M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.01K+ 6.64% |
$211K - $239K
|
64.5K
$3.56M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
605+ 12.37% |
$31.9K - $36K
|
5.5K
$303K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
40New |
$2.11K - $2.38K
|
40
$2.21K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
187New |
$9.85K - $11.1K
|
187
$10.3K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263New |
$13.9K - $15.7K
|
263
$14.5K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37- 0.62% |
$1.95K - $2.2K
|
5.98K
$330K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.3K- 81.43% |
$2.18M - $2.46M
|
9.41K
$520K
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
20.5K+ 13.88% |
$1.08M - $1.22M
|
168K
$9.3M
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.89K- 15.81% |
$152K - $172K
|
15.4K
$849K
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
15KNew |
$788K - $891K
|
15K
$826K
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4KNew |
$211K - $239K
|
4K
$221K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.44K+ 53.73% |
$287K - $324K
|
15.6K
$859K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 3.0% |
$18.9M - $21.4M
|
12.3M
$680M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.5K+ 4.02% |
$1.71M - $1.94M
|
841K
$46.4M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
20.4K+ 7.2% |
$1.08M - $1.22M
|
304K
$16.8M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
10.5KNew |
$556K - $628K
|
10.5K
$582K
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-731- 2.4% |
$38.5K - $43.5K
|
29.7K
$1.64M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.18K+ 15.86% |
$273K - $308K
|
37.8K
$2.09M
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
641+ 7.27% |
$33.8K - $38.2K
|
9.45K
$522K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.5K+ 18.14% |
$2.66M - $3.01M
|
329K
$18.2M
|