Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSU)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSU) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56+ 4.11% |
$2.64K - $3.16K
|
1.42K
$96.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$44.1K - $52.7K
|
934
$63.3K
|
|
| Q3 2023 | |||||||
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-577- 8.76% |
$28.4K - $30.9K
|
6.01K
$407K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-391- 96.07% |
$19.2K - $20.9K
|
16
$1.08K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 1.44% |
$105K - $115K
|
156K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.29M - $1.41M
|
27.3K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.24KNew |
$388K - $425K
|
8.24K
$559K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.8K+ 86.71% |
$226K - $248K
|
10.3K
$701K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.42K- 56.49% |
$316K - $363K
|
5.72K
$388K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
32.9KNew |
$1.4M - $1.61M
|
32.9K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.25KNew |
$224K - $257K
|
5.25K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$63.2K - $72.5K
|
1.48K
$100K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
606KNew |
$25.8M - $29.7M
|
606K
$41.1M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 13.23% |
$53.7K - $64.5K
|
10.8K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-436- 2.28% |
$18.5K - $22.2K
|
18.7K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24KNew |
$1.02M - $1.22M
|
24K
$1.63M
|
|