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 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-448- 3.96% |
$38.6K - $42.6K
|
10.9K
$1.08M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-148K- 97.63% |
$12.8M - $14.1M
|
3.61K
$357K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-579- 65.5% |
$50K - $55.1K
|
305
$30.2K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.68K- 54.91% |
$663K - $731K
|
6.31K
$624K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 2.53% |
$8.63K - $9.52K
|
3.85K
$381K
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6.44K- 1.69% |
$555K - $612K
|
374K
$37M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.92K+ 10.94% |
$425K - $468K
|
49.9K
$4.94M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.14K+ 6.25% |
$271K - $299K
|
53.5K
$5.29M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
520+ 0.63% |
$44.9K - $49.5K
|
82.9K
$8.2M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.9K+ 5.26% |
$595K - $657K
|
138K
$13.7M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.35% |
$1.47K - $1.62K
|
4.85K
$480K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.92K+ 9.22% |
$511K - $563K
|
70.2K
$6.94M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.85K- 3.26% |
$418K - $461K
|
144K
$14.2M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-22K- 2.03% |
$1.9M - $2.09M
|
1.06M
$105M
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
37.9K+ 21.15% |
$3.27M - $3.61M
|
217K
$21.5M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.7KNew |
$319K - $352K
|
3.7K
$366K
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-40.1K- 12.85% |
$3.46M - $3.82M
|
272K
$26.9M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.61K+ 1.36% |
$139K - $154K
|
120K
$11.9M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
850+ 1.67% |
$73.3K - $80.9K
|
51.8K
$5.12M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.58% |
$259 - $285
|
523
$51.7K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-71.6K- 83.48% |
$6.18M - $6.81M
|
14.2K
$1.4M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.17K- 4.8% |
$101K - $111K
|
23.1K
$2.29M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
15.7K+ 82.79% |
$1.35M - $1.49M
|
34.6K
$3.43M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 37.24% |
$116K - $128K
|
2.27K
$225K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.9K- 3.29% |
$3.87M - $4.27M
|
1.32M
$130M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.68K- 1.42% |
$231K - $255K
|
187K
$18.5M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
342+ 10.46% |
$29.5K - $32.5K
|
3.61K
$357K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.85K- 3.9% |
$505K - $557K
|
144K
$14.3M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.33K+ 4.32% |
$114K - $126K
|
32K
$3.17M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
106+ 0.35% |
$9.14K - $10.1K
|
30.3K
$3M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
331K+ 2221.3% |
$28.5M - $31.5M
|
346K
$34.2M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.97% |
$4.31K - $4.76K
|
2.49K
$246K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
680K+ 25.04% |
$58.6M - $64.7M
|
3.39M
$336M
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18+ 9.63% |
$1.55K - $1.71K
|
205
$20.3K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
562K+ 837.27% |
$48.5M - $53.5M
|
629K
$62.3M
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2+ 0.09% |
$173 - $190
|
2.28K
$226K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
49+ 0.05% |
$4.23K - $4.66K
|
91.5K
$9.06M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-59- 2.38% |
$5.09K - $5.61K
|
2.42K
$239K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.49K+ 10.44% |
$301K - $332K
|
36.9K
$3.65M
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.15K+ 2.55% |
$98.9K - $109K
|
46K
$4.56M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.01% |
$86.3 - $95.2
|
15K
$1.48M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
265K+ 45.64% |
$22.9M - $25.2M
|
846K
$83.7M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.91K+ 9.33% |
$682K - $752K
|
92.6K
$9.17M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12.2K+ 23.76% |
$1.06M - $1.16M
|
63.7K
$6.31M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.39K+ 3.33% |
$292K - $323K
|
105K
$10.4M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-56- 0.54% |
$4.83K - $5.33K
|
10.3K
$1.02M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
526+ 8.35% |
$45.4K - $50K
|
6.83K
$676K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.34K+ 23.6% |
$547K - $603K
|
33.2K
$3.29M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-976- 1.48% |
$84.2K - $92.9K
|
64.8K
$6.41M
|