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 |
---|---|---|---|---|---|---|---|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
255+ 5.28% |
$13.8K - $14.9K
|
5.08K
$303K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$260K
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.72K+ 1.41% |
$202K - $217K
|
268K
$16M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.24K- 9.48% |
$339K - $364K
|
59.6K
$3.56M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.17K+ 93.64% |
$226K - $243K
|
8.61K
$514K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-88.6K- 94.92% |
$4.81M - $5.17M
|
4.74K
$283K
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
928+ 147.3% |
$50.4K - $54.1K
|
1.56K
$92.9K
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.15K- 49.57% |
$388K - $417K
|
7.27K
$434K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.4K+ 85.02% |
$1.87M - $2M
|
74.8K
$4.46M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
528+ 71.64% |
$28.7K - $30.8K
|
1.27K
$75.4K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128K+ 271.76% |
$6.98M - $7.49M
|
176K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 6.76% |
$200K - $215K
|
58.1K
$3.47M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.81K- 3.91% |
$152K - $164K
|
68.9K
$4.11M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
397+ 0.94% |
$21.6K - $23.2K
|
42.6K
$2.54M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17+ 0.35% |
$923 - $991
|
4.94K
$295K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$260K
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-720- 20.45% |
$39.1K - $42K
|
2.8K
$167K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-30- 0.44% |
$1.63K - $1.75K
|
6.75K
$403K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3.37K+ 51.36% |
$183K - $197K
|
9.94K
$593K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33+ 0.06% |
$1.79K - $1.92K
|
53.6K
$3.2M
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-307- 1.46% |
$16.7K - $17.9K
|
20.7K
$1.24M
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.03% |
$489 - $525
|
26.5K
$1.58M
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
728+ 2.79% |
$39.5K - $42.5K
|
26.8K
$1.6M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.6K+ 33.68% |
$86.9K - $93.3K
|
6.35K
$379K
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-9- 0.04% |
$489 - $525
|
21.9K
$1.31M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.91K+ 22.28% |
$158K - $169K
|
15.9K
$951K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-80- 16.53% |
$4.34K - $4.67K
|
404
$24.1K
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 10.14% |
$150K - $161K
|
30K
$1.79M
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-3.11K- 8.11% |
$169K - $182K
|
35.3K
$2.1M
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
60+ 1.21% |
$3.26K - $3.5K
|
5K
$298K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 1.88% |
$3.96K - $4.26K
|
3.95K
$236K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.34% |
$326 - $350
|
453
$27K
|
|
Q1 2024 | |||||||
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
45+ 0.43% |
$2.34K - $2.57K
|
10.6K
$632K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143New |
$7.44K - $8.15K
|
143
$8.53K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.49KNew |
$130K - $142K
|
2.49K
$149K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
114New |
$5.93K - $6.5K
|
114
$6.8K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
77+ 2.91% |
$4K - $4.39K
|
2.73K
$163K
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
467+ 44.69% |
$24.3K - $26.6K
|
1.51K
$90.2K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-101- 1.33% |
$5.25K - $5.76K
|
7.5K
$448K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 59.03% |
$847K - $928K
|
11.3K
$674K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.21K
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-114- 0.65% |
$5.93K - $6.5K
|
17.5K
$1.04M
|
|
Q4 2023 | |||||||
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
789+ 0.4% |
$36.5K - $42.6K
|
196K
$11.7M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$2.7M - $3.15M
|
58.4K
$3.48M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10.8K- 95.51% |
$499K - $583K
|
507
$30.2K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$10.6K
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$4.77K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-713- 1.06% |
$35.4K - $37.5K
|
66.9K
$3.99M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.8K+ 1890.16% |
$1.32M - $1.44M
|
29.3K
$1.75M
|