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 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.9K- 2.89% |
$256K - $289K
|
97.5K
$10M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.68K+ 3.8% |
$148K - $167K
|
45.9K
$4.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.8K+ 40.86% |
$159K - $179K
|
6.2K
$637K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$999K - $1.13M
|
11.3K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-543- 3.12% |
$47.9K - $54.1K
|
16.9K
$1.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
483+ 15.08% |
$42.6K - $48.2K
|
3.69K
$379K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-219- 1.65% |
$19.3K - $21.8K
|
13.1K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
324+ 1.13% |
$28.6K - $32.3K
|
29K
$2.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.98KNew |
$616K - $696K
|
6.98K
$717K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.51K- 33.2% |
$221K - $250K
|
5.05K
$519K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
900+ 5.67% |
$79.4K - $89.7K
|
16.8K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-14.6K- 39.34% |
$1.29M - $1.46M
|
22.5K
$2.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
51+ 0.66% |
$4.5K - $5.08K
|
7.81K
$803K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
867+ 3.3% |
$76.5K - $86.4K
|
27.1K
$2.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
14.6KNew |
$1.29M - $1.46M
|
14.6K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
354+ 30.31% |
$31.2K - $35.3K
|
1.52K
$156K
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.84K- 5.89% |
$162K - $183K
|
29.4K
$3.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
38+ 0.39% |
$3.35K - $3.79K
|
9.8K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.06K- 17.1% |
$182K - $206K
|
10K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22.8K+ 4.19% |
$2.01M - $2.27M
|
566K
$58.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
531+ 0.49% |
$46.9K - $52.9K
|
108K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.05K+ 10.74% |
$711K - $803K
|
83K
$8.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
513+ 0.73% |
$45.3K - $51.1K
|
70.4K
$7.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
73.6KNew |
$6.49M - $7.34M
|
73.6K
$7.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
77.9K+ 766.43% |
$6.88M - $7.77M
|
88.1K
$9.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.25K+ 44.86% |
$286K - $324K
|
10.5K
$1.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.48K+ 2.22% |
$131K - $148K
|
68.3K
$7.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
27.5K+ 2.9% |
$2.43M - $2.75M
|
977K
$100M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
191+ 4.33% |
$16.9K - $19K
|
4.61K
$473K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.8K- 0.37% |
$159K - $179K
|
478K
$49.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
14.1K+ 23.11% |
$1.25M - $1.41M
|
75.3K
$7.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$1.06K - $1.2K
|
12
$1.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
7.39K+ 5.01% |
$652K - $736K
|
155K
$15.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.44K+ 4.25% |
$744K - $841K
|
207K
$21.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.21K+ 1.21% |
$283K - $320K
|
268K
$27.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
37.5K+ 20.68% |
$3.31M - $3.73M
|
219K
$22.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.84K- 9.16% |
$251K - $283K
|
28.2K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
66.8K+ 235.47% |
$5.9M - $6.66M
|
95.2K
$9.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
255New |
$22.5K - $25.4K
|
255
$26.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-34.9K- 3.2% |
$3.08M - $3.48M
|
1.06M
$109M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.85K+ 18.3% |
$428K - $484K
|
31.4K
$3.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.17K+ 3.45% |
$456K - $515K
|
155K
$15.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-826- 0.27% |
$72.9K - $82.4K
|
305K
$31.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.11KNew |
$186K - $210K
|
2.11K
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.42K+ 7.97% |
$126K - $142K
|
19.3K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.71K+ 7.45% |
$151K - $170K
|
24.6K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.8K+ 96.09% |
$423K - $478K
|
9.79K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.3K+ 1.1% |
$115K - $130K
|
120K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-56- 1.43% |
$4.94K - $5.58K
|
3.86K
$397K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
276+ 0.36% |
$24.4K - $27.5K
|
76.7K
$7.88M
|