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 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 12.46% |
$687K - $786K
|
126K
$7.26M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.6K- 8.36% |
$554K - $605K
|
127K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.36K- 83.99% |
$113K - $123K
|
450
$25.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
249New |
$11.9K - $13K
|
249
$14.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.7K- 69.54% |
$846K - $923K
|
7.74K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.06% |
$335 - $366
|
665
$38.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$65.4K - $71.4K
|
1.37K
$78.5K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
216+ 5.25% |
$10.3K - $11.3K
|
4.33K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
222New |
$10.6K - $11.6K
|
222
$12.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48New |
$2.3K - $2.51K
|
48
$2.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$115K - $125K
|
2.4K
$138K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.01K+ 14.64% |
$144K - $157K
|
23.6K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
154New |
$7.38K - $8.05K
|
154
$8.85K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$2.16K - $2.35K
|
45
$2.59K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
36New |
$1.72K - $1.88K
|
36
$2.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$5.46K - $5.96K
|
114
$6.55K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
295New |
$14.1K - $15.4K
|
295
$17K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
246New |
$11.8K - $12.9K
|
246
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.7KNew |
$416K - $456K
|
8.7K
$500K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 24.43% |
$3.06K - $3.35K
|
198
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$492K - $538K
|
10.3K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-5.03K- 13.91% |
$240K - $263K
|
31.1K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.23KNew |
$106K - $117K
|
2.23K
$128K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$4.64K - $5.08K
|
97
$5.57K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
39New |
$1.86K - $2.04K
|
39
$2.24K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
20.3K+ 47.69% |
$971K - $1.06M
|
62.9K
$3.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
22.3KNew |
$1.07M - $1.17M
|
22.3K
$1.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
468New |
$22.4K - $24.5K
|
468
$26.9K
|
|
| Q4 2023 | |||||||
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
62.5KNew |
$2.57M - $3.25M
|
62.5K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
458K+ 7.32% |
$18.9M - $23.8M
|
6.71M
$386M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
325New |
$13.4K - $16.9K
|
325
$18.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.09K+ 242.07% |
$374K - $473K
|
12.8K
$738K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.68K+ 108.86% |
$399K - $504K
|
18.6K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
14.6KNew |
$601K - $760K
|
14.6K
$840K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 140.0% |
$30.5K - $34.5K
|
1.2K
$69K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.48K- 13.64% |
$64.6K - $73.1K
|
9.39K
$540K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
98New |
$4.27K - $4.83K
|
98
$5.63K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.19K+ 5.42% |
$270K - $305K
|
120K
$6.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4.61KNew |
$201K - $227K
|
4.61K
$265K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.95KNew |
$121K - $136K
|
2.95K
$169K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
84New |
$3.44K - $3.88K
|
84
$4.83K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
2.25K+ 8.32% |
$95.2K - $111K
|
29.3K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
420New |
$17.8K - $20.6K
|
420
$24.1K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
133KNew |
$5.42M - $6.2M
|
133K
$7.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
30.9KNew |
$1.26M - $1.44M
|
30.9K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-252- 10.82% |
$10.2K - $11.7K
|
2.08K
$119K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14K+ 84.8% |
$554K - $670K
|
30.6K
$1.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-275- 47.83% |
$10.8K - $13.1K
|
300
$17.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
6.46KNew |
$255K - $308K
|
6.46K
$371K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.47K+ 29.58% |
$137K - $165K
|
15.2K
$873K
|
|