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 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.14K+ 11.8% |
$101K - $114K
|
10.8K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.93K+ 53.86% |
$876K - $990K
|
28.4K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
73KNew |
$6.44M - $7.28M
|
73K
$7.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.41K+ 100.42% |
$213K - $240K
|
4.81K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
60.5K+ 37.98% |
$5.34M - $6.03M
|
220K
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
259+ 2.51% |
$22.9K - $25.8K
|
10.6K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.24K+ 19.96% |
$286K - $323K
|
19.5K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
153+ 1.28% |
$13.5K - $15.3K
|
12.1K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.4K+ 7.81% |
$1.19M - $1.34M
|
186K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.52KNew |
$399K - $450K
|
4.52K
$456K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
205New |
$18.1K - $20.4K
|
205
$20.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.52K+ 1.72% |
$222K - $251K
|
149K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
275+ 4583.33% |
$24.3K - $27.4K
|
281
$28.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.14K- 5.41% |
$806K - $911K
|
160K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.91K+ 3.05% |
$345K - $390K
|
132K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
13.4KNew |
$1.19M - $1.34M
|
13.4K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-19- 0.14% |
$1.68K - $1.89K
|
13.4K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.09K+ 57.68% |
$449K - $507K
|
13.9K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.8K+ 20.59% |
$951K - $1.07M
|
63.1K
$6.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 2.57% |
$5.21K - $5.88K
|
2.36K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.53K+ 1.73% |
$223K - $252K
|
149K
$15M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-15.2K- 11.94% |
$1.34M - $1.51M
|
112K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-11K- 45.24% |
$971K - $1.1M
|
13.3K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.75K+ 48.82% |
$154K - $174K
|
5.32K
$537K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.2K+ 11.88% |
$106K - $120K
|
11.3K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.29K- 0.67% |
$202K - $228K
|
342K
$34.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.62K+ 2.8% |
$143K - $162K
|
59.4K
$6M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-184- 1.48% |
$16.2K - $18.3K
|
12.2K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
188K+ 270.98% |
$16.6M - $18.8M
|
258K
$26M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
835+ 3.34% |
$73.7K - $83.2K
|
25.8K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.4% |
$1.32K - $1.5K
|
3.75K
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
431+ 1.42% |
$38K - $43K
|
30.7K
$3.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24- 0.27% |
$2.12K - $2.39K
|
8.99K
$908K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.81K- 12.39% |
$248K - $280K
|
19.9K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
931+ 1577.97% |
$82.2K - $92.8K
|
990
$99.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
25+ 0.31% |
$2.21K - $2.49K
|
8.16K
$824K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
29.3K+ 21.07% |
$2.58M - $2.92M
|
168K
$17M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.97K- 12.63% |
$527K - $596K
|
41.3K
$4.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
437+ 0.16% |
$38.6K - $43.6K
|
278K
$28.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-702- 2.02% |
$61.9K - $70K
|
34.1K
$3.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.32K+ 12.26% |
$470K - $531K
|
48.8K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.2K+ 13.58% |
$459K - $519K
|
43.5K
$4.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
84.3K+ 687.48% |
$7.44M - $8.4M
|
96.5K
$9.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.64KNew |
$145K - $164K
|
1.64K
$166K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 6.01% |
$1.27M - $1.44M
|
254K
$25.7M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.5K+ 9.71% |
$1.37M - $1.55M
|
176K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19.4K+ 10.55% |
$1.71M - $1.94M
|
203K
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
17+ 0.03% |
$1.5K - $1.69K
|
52.7K
$5.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.7K+ 28.62% |
$1.03M - $1.17M
|
52.6K
$5.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12.1K+ 8.82% |
$1.07M - $1.21M
|
149K
$15.1M
|