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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.13KNew |
$265K - $284K
|
3.13K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 10.35% |
$184K - $197K
|
18.9K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.52K+ 1.36% |
$382K - $409K
|
336K
$36.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-932- 24.77% |
$78.8K - $84.5K
|
2.83K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
53.4KNew |
$4.52M - $4.84M
|
53.4K
$5.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
137New |
$11.6K - $12.4K
|
137
$14.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.6KNew |
$981K - $1.05M
|
11.6K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.07M- 68.63% |
$90.6M - $97M
|
489K
$52.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
764New |
$64.6K - $69.2K
|
764
$82.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$185K - $198K
|
2.19K
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-136- 2.69% |
$11.5K - $12.3K
|
4.93K
$532K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
68New |
$5.75K - $6.16K
|
68
$7.34K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
45New |
$3.81K - $4.08K
|
45
$4.86K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
57+ 0.78% |
$4.82K - $5.17K
|
7.37K
$795K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.08K- 57.63% |
$166K - $186K
|
1.53K
$165K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
835+ 57.99% |
$66.7K - $74.7K
|
2.28K
$246K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1K- 25.06% |
$79.9K - $89.5K
|
2.99K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386New |
$30.9K - $34.5K
|
386
$41.7K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-30.6K- 35.81% |
$2.45M - $2.74M
|
54.9K
$5.92M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.53KNew |
$282K - $316K
|
3.53K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 42.87% |
$617K - $691K
|
25.7K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.61K+ 18.79% |
$129K - $144K
|
10.2K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 11.74% |
$51K - $57.1K
|
6.07K
$655K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-500- 3.35% |
$40K - $44.8K
|
14.4K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.24KNew |
$179K - $200K
|
2.24K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-274- 3.4% |
$21.9K - $24.5K
|
7.79K
$840K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
7.72KNew |
$617K - $691K
|
7.72K
$833K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4.18KNew |
$334K - $374K
|
4.18K
$451K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-64.1K- 89.84% |
$5.12M - $5.73M
|
7.25K
$782K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.39KNew |
$191K - $214K
|
2.39K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.98K- 74.09% |
$398K - $445K
|
1.74K
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.34KNew |
$267K - $299K
|
3.34K
$360K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.34KNew |
$187K - $209K
|
2.34K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$284K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-57.1K- 91.97% |
$4.57M - $5.11M
|
4.99K
$539K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.28KNew |
$182K - $204K
|
2.28K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 1.0% |
$1.36K - $1.52K
|
1.69K
$182K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32New |
$2.23K - $2.62K
|
32
$3.45K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
539New |
$37.6K - $44.2K
|
539
$58.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.37KNew |
$305K - $358K
|
4.37K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
190New |
$13.3K - $15.6K
|
190
$20.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
70.1KNew |
$4.89M - $5.75M
|
70.1K
$7.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$698 - $820
|
10
$1.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
41New |
$2.86K - $3.36K
|
41
$4.43K
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
4.53KNew |
$316K - $372K
|
4.53K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.45KNew |
$659K - $775K
|
9.45K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.25KNew |
$227K - $267K
|
3.25K
$351K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.14KNew |
$219K - $258K
|
3.14K
$339K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
40New |
$2.79K - $3.28K
|
40
$4.32K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$214K - $251K
|
3.07K
$331K
|
|