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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8- 0.04% |
$706 - $798
|
18.2K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.29K+ 7.05% |
$378K - $427K
|
65.1K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.16K+ 4.56% |
$191K - $215K
|
49.5K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$6.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$88.2 - $99.7
|
1
$97.5
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
113+ 1.72% |
$9.97K - $11.3K
|
6.69K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.27K+ 1.51% |
$200K - $226K
|
152K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.85K+ 42.25% |
$428K - $483K
|
16.3K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.02% |
$176 - $199
|
10.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18K+ 18.7% |
$1.59M - $1.79M
|
114K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.29K+ 80.88% |
$555K - $627K
|
14.1K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.87K- 1.41% |
$430K - $486K
|
340K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
116KNew |
$10.2M - $11.6M
|
116K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
222+ 105.71% |
$19.6K - $22.1K
|
432
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.1K+ 24.99% |
$803K - $908K
|
45.5K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
872New |
$76.9K - $86.9K
|
872
$85K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.34KNew |
$207K - $234K
|
2.34K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.94K- 3.19% |
$259K - $293K
|
89.2K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
766+ 0.46% |
$67.6K - $76.4K
|
166K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$88.2 - $99.7
|
1.14K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Brown University
|
BUY
|
- |
55.9K+ 22.73% |
$4.93M - $5.57M
|
302K
$29.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.3K+ 195.79% |
$467K - $528K
|
8K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.15K - $1.3K
|
13
$1.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
73New |
$6.44K - $7.28K
|
73
$7.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 2.11% |
$193K - $218K
|
106K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
305New |
$26.9K - $30.4K
|
305
$29.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.52KNew |
$399K - $450K
|
4.52K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
205New |
$18.1K - $20.4K
|
205
$20K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
275+ 4583.33% |
$24.3K - $27.4K
|
281
$27.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
1.12K+ 34.33% |
$98.6K - $111K
|
4.37K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
835+ 3.34% |
$73.7K - $83.2K
|
25.8K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 2.57% |
$5.21K - $5.88K
|
2.36K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24- 0.27% |
$2.12K - $2.39K
|
8.99K
$876K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.52K+ 5.19% |
$487K - $550K
|
112K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.9KNew |
$1.49M - $1.69M
|
16.9K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
2.3K+ 3.26% |
$203K - $229K
|
72.8K
$7.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.64KNew |
$145K - $164K
|
1.64K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.65KNew |
$410K - $464K
|
4.65K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 9.45% |
$3.35K - $3.79K
|
440
$42.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$17.6K - $19.9K
|
200
$19.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
11New |
$971 - $1.1K
|
11
$1.07K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
113+ 19.09% |
$9.97K - $11.3K
|
705
$68.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
176+ 0.16% |
$15.5K - $17.5K
|
114K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100New |
$8.82K - $9.97K
|
100
$9.75K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.07% |
$529 - $598
|
8.42K
$821K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.52KNew |
$134K - $152K
|
1.52K
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$20.3K - $22.9K
|
230
$22.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
247New |
$21.8K - $24.6K
|
247
$24.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 25.42% |
$9.55M - $10.8M
|
534K
$52.1M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34.1K- 57.44% |
$3.01M - $3.4M
|
25.3K
$2.46M
|