Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSD)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSD) 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3K- 6.92% |
$156K - $171K
|
40.4K
$2.3M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 1.74% |
$58.6K - $64.3K
|
65.9K
$3.74M
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-263- 0.1% |
$13.7K - $15K
|
264K
$15M
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
401+ 2.86% |
$20.9K - $22.9K
|
14.4K
$819K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143+ 0.34% |
$7.44K - $8.15K
|
42.2K
$2.4M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143New |
$7.44K - $8.15K
|
143
$8.12K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 0.02% |
$728 - $798
|
71.7K
$4.07M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-48.1K- 34.01% |
$2.5M - $2.74M
|
93.3K
$5.3M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.45KNew |
$231K - $254K
|
4.45K
$253K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.49KNew |
$130K - $142K
|
2.49K
$142K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.15KNew |
$216K - $237K
|
4.15K
$236K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
114New |
$5.93K - $6.5K
|
114
$6.48K
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
467+ 44.69% |
$24.3K - $26.6K
|
1.51K
$85.9K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
77+ 2.91% |
$4K - $4.39K
|
2.73K
$155K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.15KNew |
$216K - $237K
|
4.15K
$236K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124K- 72.44% |
$6.46M - $7.08M
|
47.3K
$2.69M
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-353- 1.33% |
$18.4K - $20.1K
|
26.1K
$1.48M
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.07K+ 5.38% |
$55.8K - $61.2K
|
21K
$1.19M
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-101- 1.33% |
$5.25K - $5.76K
|
7.5K
$426K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 59.03% |
$847K - $928K
|
11.3K
$642K
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-987- 3.49% |
$51.3K - $56.3K
|
27.3K
$1.55M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 4.27% |
$116K - $127K
|
54.4K
$3.09M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
45+ 0.43% |
$2.34K - $2.57K
|
10.6K
$602K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
315+ 5.04% |
$16.4K - $18K
|
6.57K
$373K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
268+ 4.12% |
$13.9K - $15.3K
|
6.78K
$385K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 6.11% |
$181K - $199K
|
53.6K
$3.04M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 26.67% |
$52K - $57K
|
4.75K
$270K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.9% |
$208 - $228
|
447
$25.4K
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-359- 0.93% |
$18.7K - $20.5K
|
38.4K
$2.18M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.1K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
158+ 3.3% |
$8.22K - $9.01K
|
4.94K
$281K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.68K+ 39.32% |
$191K - $210K
|
13K
$741K
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-114- 0.65% |
$5.93K - $6.5K
|
17.5K
$995K
|
|
Q4 2023 | |||||||
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
630New |
$29.2K - $34K
|
630
$35.8K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
789+ 0.4% |
$36.5K - $42.6K
|
196K
$11.2M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$2.7M - $3.15M
|
58.4K
$3.32M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10.8K- 95.51% |
$499K - $583K
|
507
$28.8K
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
21.9KNew |
$1.01M - $1.18M
|
21.9K
$1.25M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
484New |
$22.4K - $26.1K
|
484
$27.5K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$10.1K
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
720+ 25.71% |
$33.3K - $38.9K
|
3.52K
$200K
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$4.54K
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.2K+ 514.38% |
$1.03M - $1.2M
|
26.5K
$1.5M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.88KNew |
$179K - $209K
|
3.88K
$220K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
737New |
$35.9K - $39.1K
|
737
$41.9K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-120- 2.38% |
$5.84K - $6.36K
|
4.92K
$280K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-713- 1.06% |
$35.4K - $37.5K
|
66.9K
$3.8M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.8K+ 1890.16% |
$1.32M - $1.44M
|
29.3K
$1.67M
|
|
Q4 2022 | |||||||
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.67KNew |
$201K - $226K
|
4.67K
$265K
|