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 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$88.2 - $99.7
|
1.14K
$109K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.15K - $1.3K
|
13
$1.24K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.3K+ 195.79% |
$467K - $528K
|
8K
$760K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
73New |
$6.44K - $7.28K
|
73
$6.94K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
305New |
$26.9K - $30.4K
|
305
$29K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
275+ 4583.33% |
$24.3K - $27.4K
|
281
$26.7K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
205New |
$18.1K - $20.4K
|
205
$19.5K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.52KNew |
$399K - $450K
|
4.52K
$429K
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 2.57% |
$5.21K - $5.88K
|
2.36K
$224K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.64KNew |
$145K - $164K
|
1.64K
$156K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.9KNew |
$1.49M - $1.69M
|
16.9K
$1.61M
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
11New |
$971 - $1.1K
|
11
$1.05K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$17.6K - $19.9K
|
200
$19K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
247New |
$21.8K - $24.6K
|
247
$23.5K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$20.3K - $22.9K
|
230
$21.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 25.42% |
$9.55M - $10.8M
|
534K
$50.8M
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34.1K- 57.44% |
$3.01M - $3.4M
|
25.3K
$2.4M
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-221- 5.51% |
$19.5K - $22K
|
3.79K
$360K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.6K- 3.58% |
$1.91M - $2.16M
|
583K
$55.4M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
609New |
$53.7K - $60.7K
|
609
$57.9K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30.3K- 26.33% |
$2.68M - $3.02M
|
84.9K
$8.06M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.24KNew |
$198K - $224K
|
2.24K
$213K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
114+ 1.71% |
$10.1K - $11.4K
|
6.77K
$643K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27+ 4.31% |
$2.38K - $2.69K
|
653
$62K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$1.06K - $1.2K
|
12
$1.14K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.11KNew |
$186K - $210K
|
2.11K
$200K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.45K+ 13.82% |
$216K - $244K
|
20.2K
$1.92M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59KNew |
$5.13M - $5.53M
|
59K
$5.6M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.46KNew |
$301K - $325K
|
3.46K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5KNew |
$435K - $469K
|
5K
$475K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
90New |
$7.82K - $8.44K
|
90
$8.55K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.58K+ 5.58% |
$485K - $523K
|
106K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.37KNew |
$206K - $222K
|
2.37K
$225K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-25.7K- 62.85% |
$2.23M - $2.41M
|
15.2K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
382New |
$33.2K - $35.8K
|
382
$36.3K
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.51KNew |
$652K - $704K
|
7.51K
$713K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3K+ 12.79% |
$261K - $282K
|
26.5K
$2.52M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
16New |
$1.39K - $1.5K
|
16
$1.52K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
65.6KNew |
$5.7M - $6.15M
|
65.6K
$6.23M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22.2K- 1.27% |
$1.93M - $2.09M
|
1.73M
$164M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.07KNew |
$441K - $476K
|
5.07K
$482K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
722+ 14.9% |
$62.8K - $67.7K
|
5.57K
$529K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
113KNew |
$9.8M - $10.6M
|
113K
$10.7M
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
303New |
$26.3K - $28.4K
|
303
$28.8K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-47- 6.95% |
$4.09K - $4.41K
|
629
$59.8K
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
64New |
$5.56K - $6K
|
64
$6.08K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
258+ 45.91% |
$22.4K - $24.2K
|
820
$77.9K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35New |
$3.04K - $3.28K
|
35
$3.33K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.18KNew |
$711K - $767K
|
8.18K
$777K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
487New |
$42.3K - $45.7K
|
487
$46.3K
|