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 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.96K- 11.75% |
$428K - $472K
|
37.2K
$3.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-153- 1.77% |
$13.2K - $14.6K
|
8.51K
$841K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
25.6K+ 6.12% |
$2.21M - $2.44M
|
444K
$44M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-657- 10.33% |
$56.7K - $62.5K
|
5.7K
$564K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
38.4K+ 13.82% |
$3.31M - $3.65M
|
316K
$31.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 5.57% |
$89.6K - $98.9K
|
19.7K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.07K- 2.42% |
$92.1K - $102K
|
43.1K
$4.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.52K+ 11.76% |
$131K - $144K
|
14.4K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-543- 15.78% |
$46.8K - $51.7K
|
2.9K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-43- 0.06% |
$3.71K - $4.09K
|
71.1K
$7.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-550- 1.83% |
$47.4K - $52.3K
|
29.5K
$2.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
48+ 0.2% |
$4.14K - $4.57K
|
24.3K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.76K- 16.03% |
$152K - $168K
|
9.23K
$914K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.86K- 48.99% |
$333K - $367K
|
4.02K
$398K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.64K+ 2.57% |
$573K - $632K
|
265K
$26.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-6.9K- 0.23% |
$596K - $657K
|
3.04M
$300M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
20+ 0.57% |
$1.73K - $1.9K
|
3.52K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.75K- 26.93% |
$324K - $357K
|
10.2K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.77K+ 8.29% |
$325K - $359K
|
49.2K
$4.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.58K+ 19.11% |
$136K - $150K
|
9.84K
$974K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.51K+ 26.35% |
$648K - $715K
|
36K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
28+ 0.07% |
$2.42K - $2.66K
|
39.6K
$3.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68+ 4.61% |
$5.87K - $6.47K
|
1.54K
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.19K- 21.27% |
$275K - $303K
|
11.8K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20.4K+ 6.57% |
$1.76M - $1.94M
|
331K
$32.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.4KNew |
$207K - $228K
|
2.4K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28- 0.51% |
$2.42K - $2.66K
|
5.47K
$541K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-26.9K- 10.02% |
$2.32M - $2.56M
|
241K
$23.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.49K- 2.18% |
$129K - $142K
|
66.8K
$6.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-148- 2.81% |
$12.8K - $14.1K
|
5.12K
$506K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-628- 76.49% |
$54.2K - $59.8K
|
193
$19.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.09K+ 8.71% |
$612K - $675K
|
88.5K
$8.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 0.06% |
$690 - $761
|
14.4K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-111- 9.46% |
$9.58K - $10.6K
|
1.06K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19.3K+ 35.52% |
$1.67M - $1.84M
|
73.7K
$7.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.26K+ 5.02% |
$799K - $881K
|
194K
$19.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.09K+ 8.33% |
$525K - $579K
|
79.2K
$7.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-878- 0.21% |
$75.7K - $83.5K
|
409K
$40.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65KNew |
$315K - $347K
|
3.65K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147K- 94.66% |
$12.7M - $14M
|
8.3K
$821K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.65KNew |
$229K - $252K
|
2.65K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.47KNew |
$213K - $235K
|
2.47K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 0.63% |
$89.4K - $98.6K
|
163K
$16.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-55- 4.37% |
$4.74K - $5.23K
|
1.2K
$119K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.8K+ 3.44% |
$2.31M - $2.55M
|
808K
$79.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
67+ 0.41% |
$5.78K - $6.38K
|
16.4K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.6KNew |
$7.99M - $8.81M
|
92.6K
$9.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-140- 6.08% |
$12.1K - $13.3K
|
2.16K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.35K- 4.22% |
$375K - $414K
|
98.7K
$9.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.72K+ 3.46% |
$148K - $163K
|
51.3K
$5.07M
|