Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUS)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) 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 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-111- 9.46% |
$9.58K - $10.6K
|
1.06K
$109K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.47KNew |
$213K - $235K
|
2.47K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65KNew |
$315K - $347K
|
3.65K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-140- 6.08% |
$12.1K - $13.3K
|
2.16K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.6KNew |
$7.99M - $8.81M
|
92.6K
$9.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.17KNew |
$101K - $111K
|
1.17K
$120K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 11.45% |
$2.07M - $2.28M
|
233K
$23.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-39.5K- 14.7% |
$3.41M - $3.76M
|
230K
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.5K+ 27.72% |
$6.6M - $7.28M
|
352K
$36.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.97% |
$4.31K - $4.76K
|
2.49K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-59- 2.38% |
$5.09K - $5.61K
|
2.42K
$248K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
22+ 0.35% |
$1.9K - $2.09K
|
6.24K
$639K
|
|
| Q2 2024 | |||||||
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
32.8K+ 61.51% |
$2.77M - $2.97M
|
86.1K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-494- 33.58% |
$41.8K - $44.8K
|
977
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.13KNew |
$265K - $284K
|
3.13K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83.2KNew |
$7.03M - $7.54M
|
83.2K
$8.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.99KNew |
$338K - $362K
|
3.99K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.52K+ 1.36% |
$382K - $409K
|
336K
$34.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.15KNew |
$351K - $376K
|
4.15K
$425K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 10.35% |
$184K - $197K
|
18.9K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-932- 24.77% |
$78.8K - $84.5K
|
2.83K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
53.4KNew |
$4.52M - $4.84M
|
53.4K
$5.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
137New |
$11.6K - $12.4K
|
137
$14K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.6KNew |
$981K - $1.05M
|
11.6K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.07M- 68.63% |
$90.6M - $97M
|
489K
$50.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
764New |
$64.6K - $69.2K
|
764
$78.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$185K - $198K
|
2.19K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-136- 2.69% |
$11.5K - $12.3K
|
4.93K
$505K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
68New |
$5.75K - $6.16K
|
68
$6.97K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
45New |
$3.81K - $4.08K
|
45
$4.61K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
57+ 0.78% |
$4.82K - $5.17K
|
7.37K
$755K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.08K- 57.63% |
$166K - $186K
|
1.53K
$157K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
835+ 57.99% |
$66.7K - $74.7K
|
2.28K
$233K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1K- 25.06% |
$79.9K - $89.5K
|
2.99K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386New |
$30.9K - $34.5K
|
386
$39.6K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-30.6K- 35.81% |
$2.45M - $2.74M
|
54.9K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.53KNew |
$282K - $316K
|
3.53K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 42.87% |
$617K - $691K
|
25.7K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.61K+ 18.79% |
$129K - $144K
|
10.2K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 11.74% |
$51K - $57.1K
|
6.07K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-500- 3.35% |
$40K - $44.8K
|
14.4K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.24KNew |
$179K - $200K
|
2.24K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6KNew |
$480K - $537K
|
6K
$615K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
7.72KNew |
$617K - $691K
|
7.72K
$791K
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-274- 3.4% |
$21.9K - $24.5K
|
7.79K
$798K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-64.1K- 89.84% |
$5.12M - $5.73M
|
7.25K
$743K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4.18KNew |
$334K - $374K
|
4.18K
$428K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.39KNew |
$191K - $214K
|
2.39K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.34KNew |
$267K - $299K
|
3.34K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.98K- 74.09% |
$398K - $445K
|
1.74K
$178K
|
|