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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.78K - $1.97K
|
21
$2.16K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120New |
$10.2K - $11.2K
|
120
$12.3K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
84+ 15.82% |
$6.16K - $7.67K
|
615
$63.2K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
32K+ 49.21% |
$2.35M - $2.92M
|
97K
$9.97M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$1.76K - $2.19K
|
24
$2.47K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.61KNew |
$485K - $603K
|
6.61K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.03K+ 18.16% |
$516K - $641K
|
45.7K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$174K - $216K
|
2.37K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
670+ 19.36% |
$49.2K - $61.1K
|
4.13K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$807 - $1K
|
11
$1.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-581- 11.42% |
$42.6K - $53K
|
4.51K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400+ 2.28% |
$29.4K - $36.5K
|
17.9K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.52KNew |
$185K - $230K
|
2.52K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 2.26% |
$135K - $168K
|
79.5K
$8.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.58K+ 22400.0% |
$263K - $327K
|
3.6K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
168KNew |
$12.3M - $15.3M
|
168K
$17.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-597- 20.26% |
$43.8K - $54.5K
|
2.35K
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.7KNew |
$1.89M - $2.35M
|
25.7K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.58KNew |
$556K - $692K
|
7.58K
$779K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $229K
|
2.51K
$258K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
9.74K+ 52.98% |
$715K - $889K
|
28.1K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.3KNew |
$2.59M - $3.22M
|
35.3K
$3.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
361New |
$26.5K - $32.9K
|
361
$37.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
199New |
$14.6K - $18.2K
|
199
$20.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.17KNew |
$159K - $198K
|
2.17K
$223K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
6.15KNew |
$451K - $561K
|
6.15K
$632K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.63KNew |
$486K - $605K
|
6.63K
$681K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.34% |
$88.3K - $110K
|
90.7K
$9.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
99New |
$7.26K - $9.03K
|
99
$10.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
31.4KNew |
$2.31M - $2.87M
|
31.4K
$3.23M
|
|
| Q3 2023 | |||||||
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-665- 20.19% |
$50.5K - $56K
|
2.63K
$270K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.24K+ 46.12% |
$93.7K - $104K
|
3.91K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-925- 14.42% |
$70.2K - $77.9K
|
5.49K
$564K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.9K+ 5.06% |
$903K - $1M
|
247K
$25.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-288- 9.72% |
$21.9K - $24.3K
|
2.67K
$275K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.06K+ 26.86% |
$80.7K - $89.5K
|
5.02K
$516K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
14.5K+ 5.48% |
$1.1M - $1.22M
|
278K
$28.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
2.97KNew |
$226K - $250K
|
2.97K
$306K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.02K+ 5.07% |
$153K - $170K
|
41.8K
$4.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.26% |
$75.9 - $84.2
|
382
$39.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
59New |
$4.48K - $4.97K
|
59
$6.06K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$304 - $337
|
4
$411
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-415- 12.88% |
$31.5K - $35K
|
2.81K
$288K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.9KClosed |
$409K - $458K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.9K- 13.47% |
$1.66M - $1.86M
|
154K
$15.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-11KClosed |
$760K - $852K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
2.98KNew |
$207K - $232K
|
2.98K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.1K+ 8.46% |
$562K - $630K
|
104K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10K- 10.89% |
$693K - $777K
|
81.8K
$8.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-20.1K- 44.41% |
$1.39M - $1.56M
|
25.1K
$2.58M
|
|