Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSE) 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
|
- |
-20.8K- 24.92% |
$938K - $1.03M
|
62.6K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3KNew |
$644K - $706K
|
14.3K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
280+ 2.59% |
$12.7K - $13.9K
|
11.1K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 8.25% |
$112K - $123K
|
32.5K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
278+ 1.97% |
$12.6K - $13.8K
|
14.4K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-41.2K- 58.45% |
$1.86M - $2.04M
|
29.3K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
799+ 83.58% |
$36.1K - $39.6K
|
1.76K
$90.8K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
151+ 15.65% |
$6.82K - $7.48K
|
1.12K
$57.8K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-66.8K- 45.58% |
$3.02M - $3.31M
|
79.8K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-365- 2.92% |
$16.5K - $18.1K
|
12.1K
$627K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.27% |
$542 - $594
|
4.51K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.61K+ 6.76% |
$72.8K - $79.8K
|
25.4K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-591- 3.71% |
$26.7K - $29.3K
|
15.3K
$794K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.68K+ 14.07% |
$392K - $430K
|
70.4K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
21+ 1.07% |
$949 - $1.04K
|
1.99K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
27+ 0.53% |
$1.22K - $1.34K
|
5.15K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20.5KNew |
$926K - $1.02M
|
20.5K
$1.06M
|
|
|
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
|
- |
-1.45K- 4.92% |
$65.4K - $71.7K
|
28K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 2.56% |
$542 - $594
|
480
$24.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
23+ 0.44% |
$1.04K - $1.14K
|
5.23K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-54- 0.27% |
$2.44K - $2.67K
|
19.7K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-55- 29.73% |
$2.49K - $2.72K
|
130
$6.73K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
41+ 0.3% |
$1.85K - $2.03K
|
13.8K
$713K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
178+ 3.36% |
$8.04K - $8.82K
|
5.47K
$283K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.46KNew |
$107K - $119K
|
2.46K
$127K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-15.6K- 13.98% |
$677K - $753K
|
96K
$4.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
166New |
$7.2K - $8.01K
|
166
$8.59K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.89KNew |
$212K - $236K
|
4.89K
$253K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.83K+ 2769.61% |
$123K - $136K
|
2.93K
$151K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
457+ 319.58% |
$19.8K - $22K
|
600
$31.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.05KNew |
$393K - $436K
|
9.05K
$468K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.16KNew |
$51.5K - $56.2K
|
1.16K
$59.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140New |
$6.24K - $6.8K
|
140
$7.25K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
108+ 50.94% |
$4.69K - $5.14K
|
320
$16.6K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21K+ 272.21% |
$893K - $998K
|
28.7K
$1.49M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.76KNew |
$220K - $254K
|
5.76K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
880New |
$33.6K - $38.8K
|
880
$45.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122KNew |
$4.64M - $5.37M
|
122K
$6.3M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
136+ 1.28% |
$5.44K - $6.1K
|
10.7K
$555K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11KNew |
$478K - $563K
|
11K
$569K
|
|