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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.34KNew |
$187K - $209K
|
2.34K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-57.1K- 91.97% |
$4.57M - $5.11M
|
4.99K
$512K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.28KNew |
$182K - $204K
|
2.28K
$234K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 1.0% |
$1.36K - $1.52K
|
1.69K
$173K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32New |
$2.23K - $2.62K
|
32
$3.28K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
539New |
$37.6K - $44.2K
|
539
$55.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.37KNew |
$305K - $358K
|
4.37K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
190New |
$13.3K - $15.6K
|
190
$19.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
70.1KNew |
$4.89M - $5.75M
|
70.1K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$698 - $820
|
10
$1.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
41New |
$2.86K - $3.36K
|
41
$4.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
11.8KNew |
$825K - $969K
|
11.8K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
4.53KNew |
$316K - $372K
|
4.53K
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.45KNew |
$659K - $775K
|
9.45K
$969K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
925New |
$64.5K - $75.9K
|
925
$94.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.25KNew |
$227K - $267K
|
3.25K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.14KNew |
$219K - $258K
|
3.14K
$322K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
40New |
$2.79K - $3.28K
|
40
$4.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$214K - $251K
|
3.07K
$314K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.85KNew |
$199K - $234K
|
2.85K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$187K - $219K
|
2.67K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-421- 6.76% |
$29.4K - $34.5K
|
5.81K
$595K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$977 - $1.15K
|
14
$1.44K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$4.33K - $5.08K
|
62
$6.36K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-484- 2.25% |
$33.8K - $39.7K
|
21K
$2.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
41.7KNew |
$2.91M - $3.42M
|
41.7K
$4.28M
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.8KNew |
$3.62M - $3.91M
|
49.8K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.11K- 14.12% |
$517K - $558K
|
43.2K
$4.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$200K - $216K
|
2.76K
$283K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
56.2K+ 6.73% |
$4.08M - $4.41M
|
890K
$91.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.52KNew |
$256K - $277K
|
3.52K
$361K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.08% |
$364 - $392
|
6.23K
$638K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99+ 8.14% |
$7.2K - $7.77K
|
1.32K
$135K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.2KNew |
$86.9K - $93.8K
|
1.2K
$123K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.72KNew |
$198K - $213K
|
2.72K
$279K
|
|
| Q2 2023 | |||||||
|
Jul 15, 2025
Q2 2023
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4.6K+ 63.03% |
$317K - $346K
|
11.9K
$1.22M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
58+ 0.18% |
$4K - $4.36K
|
32.6K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148- 80.43% |
$10.2K - $11.1K
|
36
$3.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.7K+ 18.26% |
$3.35M - $3.66M
|
315K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.09K+ 44.38% |
$144K - $157K
|
6.79K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$1.65K - $1.8K
|
24
$2.46K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
37.4K+ 17.27% |
$2.58M - $2.81M
|
254K
$26.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
81New |
$5.58K - $6.09K
|
81
$8.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-10.2K- 92.22% |
$701K - $764K
|
858
$88K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 0.94% |
$3.38K - $3.68K
|
5.28K
$541K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
557+ 12.3% |
$38.4K - $41.9K
|
5.09K
$521K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.22K+ 1.15% |
$222K - $242K
|
284K
$29.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306+ 746.34% |
$21.1K - $23K
|
347
$35.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
361K+ 96.65% |
$24.9M - $27.1M
|
735K
$75.3M
|
|