Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.1KNew |
$1.24M - $1.41M
|
14.1K
$1.37M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.09K+ 14.99% |
$273K - $308K
|
23.7K
$2.3M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29.1K+ 5.98% |
$2.57M - $2.9M
|
516K
$50.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
540New |
$47.6K - $53.8K
|
540
$52.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
57+ 0.9% |
$5.03K - $5.68K
|
6.38K
$619K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
29.5K+ 25.52% |
$2.6M - $2.94M
|
145K
$14.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.05KNew |
$269K - $304K
|
3.05K
$296K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.46K+ 39.16% |
$746K - $843K
|
30K
$2.92M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
21.3K+ 53.56% |
$1.88M - $2.12M
|
61K
$5.92M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.46KNew |
$217K - $245K
|
2.46K
$239K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$88.2 - $99.7
|
208
$20.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51K+ 32.09% |
$4.5M - $5.09M
|
210K
$20.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.84K+ 2.19% |
$163K - $184K
|
85.9K
$8.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.75K+ 8.29% |
$772K - $872K
|
114K
$11.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
66+ 0.12% |
$5.82K - $6.58K
|
55.1K
$5.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$6.89K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
6.8K+ 18.36% |
$600K - $678K
|
43.8K
$4.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
173New |
$15.3K - $17.2K
|
173
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72.1K+ 278.66% |
$6.37M - $7.19M
|
98K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
134K+ 16.25% |
$11.8M - $13.4M
|
961K
$93.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
619+ 8.49% |
$54.6K - $61.7K
|
7.91K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.69K+ 55.9% |
$326K - $368K
|
10.3K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 30.35% |
$1.1M - $1.24M
|
53.3K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.85K+ 15.21% |
$340K - $384K
|
29.2K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.37K- 3.09% |
$386K - $436K
|
137K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
85+ 0.68% |
$7.5K - $8.47K
|
12.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.33K- 4.25% |
$206K - $232K
|
52.5K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.29K+ 2.92% |
$379K - $428K
|
151K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
238+ 4.7% |
$21K - $23.7K
|
5.3K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.7K+ 105.08% |
$1.21M - $1.37M
|
26.7K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-697- 0.43% |
$61.5K - $69.5K
|
162K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.96KNew |
$437K - $494K
|
4.96K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
16.9K+ 2.59% |
$1.49M - $1.69M
|
670K
$65M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
324+ 20.28% |
$28.6K - $32.3K
|
1.92K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.94K+ 12.54% |
$347K - $393K
|
35.3K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.09K- 12.7% |
$184K - $208K
|
14.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
60.5K+ 52.85% |
$5.34M - $6.03M
|
175K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.4K+ 7.12% |
$5.15M - $5.82M
|
879K
$85.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64+ 2.42% |
$5.65K - $6.38K
|
2.71K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.26KNew |
$552K - $624K
|
6.26K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
73.4KNew |
$6.48M - $7.32M
|
73.4K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.87K+ 4.51% |
$429K - $485K
|
113K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.17K- 22.07% |
$192K - $217K
|
7.67K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
207K+ 22.29% |
$18.3M - $20.7M
|
1.14M
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.46K+ 5.34% |
$482K - $544K
|
108K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.6K+ 9.3% |
$935K - $1.06M
|
125K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 34.41% |
$688K - $777K
|
30.4K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-802- 2.44% |
$70.8K - $80K
|
32.1K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
250+ 0.87% |
$22.1K - $24.9K
|
28.9K
$2.8M
|