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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
64.6K+ 55.27% |
$5.7M - $6.44M
|
181K
$18.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.7K+ 17.38% |
$1.03M - $1.16M
|
78.9K
$8.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.21K+ 7.72% |
$460K - $520K
|
72.7K
$7.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-178- 3.67% |
$15.7K - $17.7K
|
4.67K
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.48KNew |
$484K - $546K
|
5.48K
$563K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
289K+ 125.22% |
$25.5M - $28.8M
|
520K
$53.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.77K+ 13.51% |
$245K - $277K
|
23.3K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.7K- 10.75% |
$238K - $269K
|
22.4K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
7.51K+ 2.29% |
$663K - $749K
|
336K
$34.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
341+ 0.05% |
$30.1K - $34K
|
622K
$63.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.66K+ 2.0% |
$323K - $365K
|
187K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-166- 1.34% |
$14.6K - $16.6K
|
12.2K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.22K+ 2.14% |
$108K - $122K
|
58.2K
$5.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
609New |
$53.7K - $60.7K
|
609
$62.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.68K- 1.51% |
$236K - $267K
|
175K
$18M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.97K+ 1.32% |
$527K - $595K
|
457K
$47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.6K- 3.58% |
$1.91M - $2.16M
|
583K
$59.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-221- 5.51% |
$19.5K - $22K
|
3.79K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34.1K- 57.44% |
$3.01M - $3.4M
|
25.3K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 25.42% |
$9.55M - $10.8M
|
534K
$54.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
805+ 2.54% |
$71K - $80.3K
|
32.5K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.1K+ 3.1% |
$2.39M - $2.7M
|
899K
$92.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45K+ 59.11% |
$3.97M - $4.48M
|
121K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
113K+ 1516.64% |
$9.94M - $11.2M
|
120K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-900- 7.13% |
$79.4K - $89.7K
|
11.7K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-653- 0.64% |
$57.6K - $65.1K
|
101K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.8K+ 5.68% |
$335K - $379K
|
70.8K
$7.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
2.42K+ 66.51% |
$214K - $242K
|
6.07K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
624+ 3.37% |
$55.1K - $62.2K
|
19.2K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.25K+ 9.03% |
$551K - $623K
|
75.5K
$7.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.07K+ 15.46% |
$94.4K - $107K
|
7.99K
$821K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
17.3K+ 3.93% |
$1.53M - $1.72M
|
458K
$47M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30.3K- 26.33% |
$2.68M - $3.02M
|
84.9K
$8.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 3.51% |
$319K - $360K
|
107K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-517- 0.94% |
$45.6K - $51.5K
|
54.3K
$5.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.4K+ 28.27% |
$476K - $538K
|
24.5K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.88K+ 3.04% |
$518K - $586K
|
199K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.43KNew |
$303K - $342K
|
3.43K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.53KNew |
$400K - $452K
|
4.53K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
23.3K+ 25.51% |
$2.06M - $2.33M
|
115K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25K+ 48.3% |
$2.21M - $2.49M
|
76.8K
$7.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.26K+ 8.52% |
$641K - $724K
|
92.6K
$9.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
41.5K+ 34.96% |
$3.66M - $4.13M
|
160K
$16.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-466- 0.7% |
$41.1K - $46.5K
|
66.4K
$6.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.14K- 31.03% |
$101K - $114K
|
2.54K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.08KNew |
$449K - $507K
|
5.08K
$522K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-164- 3.52% |
$14.5K - $16.4K
|
4.49K
$462K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.01K+ 21.08% |
$795K - $898K
|
51.8K
$5.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.23K+ 1.99% |
$109K - $123K
|
63.1K
$6.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.24KNew |
$198K - $224K
|
2.24K
$231K
|