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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.53KNew |
$282K - $316K
|
3.53K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53KNew |
$122K - $137K
|
1.53K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 42.87% |
$617K - $691K
|
25.7K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.61K+ 18.79% |
$129K - $144K
|
10.2K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.97KNew |
$157K - $176K
|
1.97K
$195K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
638+ 11.74% |
$51K - $57.1K
|
6.07K
$601K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-500- 3.35% |
$40K - $44.8K
|
14.4K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.24KNew |
$179K - $200K
|
2.24K
$221K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5- 0.19% |
$400 - $448
|
2.68K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6KNew |
$480K - $537K
|
6K
$594K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
7.72KNew |
$617K - $691K
|
7.72K
$764K
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-274- 3.4% |
$21.9K - $24.5K
|
7.79K
$770K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-64.1K- 89.84% |
$5.12M - $5.73M
|
7.25K
$717K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4.18KNew |
$334K - $374K
|
4.18K
$413K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.39KNew |
$191K - $214K
|
2.39K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.98K- 74.09% |
$398K - $445K
|
1.74K
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.34KNew |
$267K - $299K
|
3.34K
$330K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.34KNew |
$187K - $209K
|
2.34K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.27KNew |
$181K - $203K
|
2.27K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-57.1K- 91.97% |
$4.57M - $5.11M
|
4.99K
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.28KNew |
$182K - $204K
|
2.28K
$226K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 1.0% |
$1.36K - $1.52K
|
1.69K
$167K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32New |
$2.23K - $2.62K
|
32
$3.17K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.24KNew |
$644K - $757K
|
9.24K
$914K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
539New |
$37.6K - $44.2K
|
539
$53.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.37KNew |
$305K - $358K
|
4.37K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
406+ 2.92% |
$28.3K - $33.3K
|
14.3K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
190New |
$13.3K - $15.6K
|
190
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.43K+ 2.77% |
$379K - $445K
|
201K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
70.1KNew |
$4.89M - $5.75M
|
70.1K
$6.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$698 - $820
|
10
$989
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
41New |
$2.86K - $3.36K
|
41
$4.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
11.8KNew |
$825K - $969K
|
11.8K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
4.53KNew |
$316K - $372K
|
4.53K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.45KNew |
$659K - $775K
|
9.45K
$935K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.25KNew |
$227K - $267K
|
3.25K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
925New |
$64.5K - $75.9K
|
925
$91.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.14KNew |
$219K - $258K
|
3.14K
$311K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
40New |
$2.79K - $3.28K
|
40
$3.96K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$214K - $251K
|
3.07K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.85KNew |
$199K - $234K
|
2.85K
$282K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$187K - $219K
|
2.67K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-421- 6.76% |
$29.4K - $34.5K
|
5.81K
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$977 - $1.15K
|
14
$1.39K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-133- 31.44% |
$9.28K - $10.9K
|
290
$28.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$4.33K - $5.08K
|
62
$6.13K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.34K+ 1.22% |
$163K - $192K
|
194K
$19.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-484- 2.25% |
$33.8K - $39.7K
|
21K
$2.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
41.7KNew |
$2.91M - $3.42M
|
41.7K
$4.13M
|
|