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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$479 - $523
|
10
$540
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
25.8KNew |
$1.24M - $1.35M
|
25.8K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.36K- 83.99% |
$113K - $123K
|
450
$24.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.32K+ 12.95% |
$63.1K - $68.9K
|
11.5K
$621K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
4.76KNew |
$228K - $249K
|
4.76K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
365+ 1.67% |
$17.5K - $19.1K
|
22.2K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.11K- 14.17% |
$436K - $476K
|
55.2K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.72K+ 19.82% |
$130K - $142K
|
16.4K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
249New |
$11.9K - $13K
|
249
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$579K - $632K
|
12.1K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.7K- 69.54% |
$846K - $923K
|
7.74K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
216+ 5.25% |
$10.3K - $11.3K
|
4.33K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75New |
$3.59K - $3.92K
|
75
$4.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.01K+ 9.77% |
$96.3K - $105K
|
22.6K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 79.07% |
$1.19M - $1.3M
|
6.6K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
222New |
$10.6K - $11.6K
|
222
$12K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
185K+ 2668.09% |
$8.88M - $9.69M
|
192K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$65.4K - $71.4K
|
1.37K
$73.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.06% |
$335 - $366
|
665
$35.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21K+ 153.75% |
$106K - $116K
|
3.65K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
220+ 2.24% |
$10.5K - $11.5K
|
10K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.8K- 40.89% |
$2.05M - $2.23M
|
61.8K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 44.9% |
$287K - $313K
|
19.3K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 4.37% |
$48.5K - $52.9K
|
24.2K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48New |
$2.3K - $2.51K
|
48
$2.59K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
53.1K+ 1.62% |
$2.54M - $2.77M
|
3.33M
$180M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$115K - $125K
|
2.4K
$130K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.6K+ 6.66% |
$316K - $345K
|
106K
$5.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09M+ 11.38% |
$52M - $56.8M
|
10.6M
$574M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.01K+ 14.64% |
$144K - $157K
|
23.6K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 12.01% |
$1.35M - $1.47M
|
262K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
23.6K+ 10.15% |
$1.13M - $1.23M
|
256K
$13.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.4K+ 7.1% |
$500K - $546K
|
158K
$8.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.7K+ 2.65% |
$225K - $246K
|
182K
$9.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.59K- 5.1% |
$76.2K - $83.2K
|
29.6K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.03K+ 38.64% |
$241K - $263K
|
18K
$975K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 9.51% |
$91.2K - $99.5K
|
18.1K
$979K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
154New |
$7.38K - $8.05K
|
154
$8.32K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$2.16K - $2.35K
|
45
$2.43K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
938+ 2.45% |
$44.9K - $49K
|
39.3K
$2.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-195- 7.76% |
$9.34K - $10.2K
|
2.32K
$125K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$95.8 - $105
|
9.84K
$532K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.6K+ 11.38% |
$2.47M - $2.7M
|
505K
$27.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
36New |
$1.72K - $1.88K
|
36
$1.95K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.66K+ 10.18% |
$367K - $400K
|
82.9K
$4.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$5.46K - $5.96K
|
114
$6.16K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
295New |
$14.1K - $15.4K
|
295
$15.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.7KNew |
$416K - $456K
|
8.7K
$470K
|
|