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 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.85KNew |
$199K - $234K
|
2.85K
$308K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$187K - $219K
|
2.67K
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-421- 6.76% |
$29.4K - $34.5K
|
5.81K
$627K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$977 - $1.15K
|
14
$1.51K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$4.33K - $5.08K
|
62
$6.69K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-484- 2.25% |
$33.8K - $39.7K
|
21K
$2.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
41.7KNew |
$2.91M - $3.42M
|
41.7K
$4.5M
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.8KNew |
$3.62M - $3.91M
|
49.8K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.11K- 14.12% |
$517K - $558K
|
43.2K
$4.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$200K - $216K
|
2.76K
$297K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
56.2K+ 6.73% |
$4.08M - $4.41M
|
890K
$96.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.52KNew |
$256K - $277K
|
3.52K
$380K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.08% |
$364 - $392
|
6.23K
$672K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.2KNew |
$86.9K - $93.8K
|
1.2K
$129K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.72KNew |
$198K - $213K
|
2.72K
$293K
|
|
| Q2 2023 | |||||||
|
Jul 15, 2025
Q2 2023
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4.6K+ 63.03% |
$317K - $346K
|
11.9K
$1.28M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
58+ 0.18% |
$4K - $4.36K
|
32.6K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$1.65K - $1.8K
|
24
$2.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.7K+ 18.26% |
$3.35M - $3.66M
|
315K
$34M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.09K+ 44.38% |
$144K - $157K
|
6.79K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148- 80.43% |
$10.2K - $11.1K
|
36
$3.89K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
37.4K+ 17.27% |
$2.58M - $2.81M
|
254K
$27.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
81New |
$5.58K - $6.09K
|
81
$8.74K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-10.2K- 92.22% |
$701K - $764K
|
858
$92.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
557+ 12.3% |
$38.4K - $41.9K
|
5.09K
$549K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.22K+ 1.15% |
$222K - $242K
|
284K
$30.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306+ 746.34% |
$21.1K - $23K
|
347
$37.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
361K+ 96.65% |
$24.9M - $27.1M
|
735K
$79.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-516- 26.6% |
$35.6K - $38.8K
|
1.42K
$154K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
67New |
$4.62K - $5.04K
|
67
$7.23K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17+ 0.13% |
$1.15K - $1.26K
|
13.2K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-883- 2.89% |
$59.5K - $65.6K
|
29.7K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.67KNew |
$248K - $273K
|
3.67K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9New |
$607 - $669
|
9
$971
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$8.49K - $9.36K
|
126
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.7KNew |
$2.88M - $3.17M
|
42.7K
$4.61M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.76K+ 4.93% |
$119K - $131K
|
37.6K
$4.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
842New |
$56.8K - $62.6K
|
842
$90.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.62KNew |
$311K - $343K
|
4.62K
$498K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10New |
$633 - $727
|
10
$1.08K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$443 - $509
|
7
$756
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$90K - $103K
|
1.42K
$154K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.66K+ 683.88% |
$105K - $120K
|
1.9K
$205K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.69K+ 3.62% |
$107K - $123K
|
48.4K
$5.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.56M - $1.79M
|
24.6K
$2.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
58New |
$3.67K - $4.22K
|
58
$6.26K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32New |
$2.02K - $2.33K
|
32
$3.45K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.87KNew |
$498K - $572K
|
7.87K
$849K
|
|
| 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
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.33K- 25.53% |
$82.6K - $98.2K
|
3.87K
$417K
|
|