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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.69K+ 3.62% |
$107K - $123K
|
48.4K
$4.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.56M - $1.79M
|
24.6K
$2.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
58New |
$3.67K - $4.22K
|
58
$5.74K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32New |
$2.02K - $2.33K
|
32
$3.17K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.87KNew |
$498K - $572K
|
7.87K
$779K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-283Closed |
$17.6K - $21K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
375+ 6250.0% |
$23.4K - $27.8K
|
381
$37.7K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.7K+ 9.24% |
$789K - $938K
|
149K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.33K- 25.53% |
$82.6K - $98.2K
|
3.87K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-46.3K- 14.13% |
$2.89M - $3.43M
|
281K
$27.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
9.05KNew |
$564K - $671K
|
9.05K
$895K
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.85KNew |
$302K - $360K
|
4.85K
$480K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
432K+ 23.65% |
$26.9M - $32M
|
2.26M
$223M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
268+ 3.09% |
$16.7K - $19.9K
|
8.94K
$884K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11.3K+ 9.84% |
$719K - $874K
|
126K
$12.4M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
107New |
$6.83K - $8.31K
|
107
$10.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.71KNew |
$429K - $521K
|
6.71K
$664K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.44KClosed |
$220K - $267K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.6KClosed |
$485K - $590K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30KClosed |
$1.92M - $2.33M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-10Closed |
$638 - $776
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-3.5KClosed |
$223K - $272K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-406- 68.24% |
$25.9K - $31.5K
|
189
$18.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9Closed |
$575 - $699
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-2.7KClosed |
$172K - $209K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9.81KClosed |
$626K - $762K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
78.2K+ 74.15% |
$4.99M - $6.07M
|
184K
$18.2M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.75KClosed |
$126K - $141K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.37KNew |
$170K - $192K
|
2.37K
$234K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-11.2KClosed |
$808K - $910K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
152+ 337.78% |
$10.9K - $12.3K
|
197
$19.5K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.56KClosed |
$184K - $208K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
26New |
$1.87K - $2.11K
|
26
$2.57K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 1.15% |
$71.9 - $81
|
88
$8.71K
|
|
| Q4 2021 | |||||||
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
11New |
$813 - $887
|
11
$1.09K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-460Closed |
$34K - $37.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.61KNew |
$323K - $342K
|
4.61K
$456K
|
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-4.18KClosed |
$294K - $311K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.06KClosed |
$217K - $256K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
BUY
|
- |
40.5KNew |
$2.16M - $2.55M
|
40.5K
$4.01M
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.3KClosed |
$864K - $995K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
1.25K+ 30.6% |
$62.2K - $71.6K
|
5.32K
$527K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60KClosed |
$2.91M - $3.28M
|
0
$0
|
|