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
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.8KNew |
$3.62M - $3.91M
|
49.8K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.8KNew |
$204K - $220K
|
2.8K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.11K- 14.12% |
$517K - $558K
|
43.2K
$4.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
572New |
$41.6K - $44.9K
|
572
$56.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$200K - $216K
|
2.76K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
56.2K+ 6.73% |
$4.08M - $4.41M
|
890K
$88.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.52KNew |
$256K - $277K
|
3.52K
$349K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 38.0% |
$2.76K - $2.98K
|
62
$6.13K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.08% |
$364 - $392
|
6.23K
$616K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99+ 8.14% |
$7.2K - $7.77K
|
1.32K
$130K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.2KNew |
$86.9K - $93.8K
|
1.2K
$118K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-27- 0.96% |
$1.96K - $2.12K
|
2.8K
$277K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.72KNew |
$198K - $213K
|
2.72K
$269K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 50.84% |
$90.1K - $97.2K
|
1.2K
$119K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
58+ 0.18% |
$4K - $4.36K
|
32.6K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$1.65K - $1.8K
|
24
$2.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.7K+ 18.26% |
$3.35M - $3.66M
|
315K
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.09K+ 44.38% |
$144K - $157K
|
6.79K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.1K- 82.5% |
$2.21M - $2.41M
|
6.81K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148- 80.43% |
$10.2K - $11.1K
|
36
$3.56K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
37.4K+ 17.27% |
$2.58M - $2.81M
|
254K
$25.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
81New |
$5.58K - $6.09K
|
81
$8.01K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 0.94% |
$3.38K - $3.68K
|
5.28K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-10.2K- 92.22% |
$701K - $764K
|
858
$84.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
557+ 12.3% |
$38.4K - $41.9K
|
5.09K
$503K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306+ 746.34% |
$21.1K - $23K
|
347
$34.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.22K+ 1.15% |
$222K - $242K
|
284K
$28.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-274- 3.71% |
$18.9K - $20.6K
|
7.11K
$704K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
361K+ 96.65% |
$24.9M - $27.1M
|
735K
$72.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-516- 26.6% |
$35.6K - $38.8K
|
1.42K
$141K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-84- 25.61% |
$5.79K - $6.32K
|
244
$24.1K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
67New |
$4.62K - $5.04K
|
67
$6.63K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17+ 0.13% |
$1.15K - $1.26K
|
13.2K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-883- 2.89% |
$59.5K - $65.6K
|
29.7K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.67KNew |
$248K - $273K
|
3.67K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9New |
$607 - $669
|
9
$890
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.44KNew |
$299K - $330K
|
4.44K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$8.49K - $9.36K
|
126
$12.5K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.7KNew |
$2.88M - $3.17M
|
42.7K
$4.23M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.76K+ 4.93% |
$119K - $131K
|
37.6K
$3.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
842New |
$56.8K - $62.6K
|
842
$83.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13.9KNew |
$939K - $1.04M
|
13.9K
$1.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.62KNew |
$311K - $343K
|
4.62K
$457K
|
|
| Q4 2022 | |||||||
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.74K+ 11.01% |
$236K - $272K
|
37.7K
$3.73M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.63KNew |
$483K - $555K
|
7.63K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10New |
$633 - $727
|
10
$989
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$443 - $509
|
7
$693
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$90K - $103K
|
1.42K
$141K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
228+ 2.04% |
$14.4K - $16.6K
|
11.4K
$1.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.66K+ 683.88% |
$105K - $120K
|
1.9K
$188K
|
|