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 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.64KNew |
$145K - $164K
|
1.64K
$164K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 6.01% |
$1.27M - $1.44M
|
254K
$25.4M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.5K+ 9.71% |
$1.37M - $1.55M
|
176K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
19.4K+ 10.55% |
$1.71M - $1.94M
|
203K
$20.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
17+ 0.03% |
$1.5K - $1.69K
|
52.7K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.7K+ 28.62% |
$1.03M - $1.17M
|
52.6K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12.1K+ 8.82% |
$1.07M - $1.21M
|
149K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.38KNew |
$122K - $137K
|
1.38K
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.18% |
$4.41K - $4.99K
|
27.9K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
62.5KNew |
$5.51M - $6.23M
|
62.5K
$6.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.17K+ 27.38% |
$544K - $615K
|
28.7K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.44K+ 13.56% |
$392K - $442K
|
37.2K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.52K+ 5.19% |
$487K - $550K
|
112K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
16.9KNew |
$1.49M - $1.69M
|
16.9K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.5K+ 11.04% |
$2.07M - $2.34M
|
236K
$23.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
2.3K+ 3.26% |
$203K - $229K
|
72.8K
$7.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
13.5K+ 6.55% |
$1.19M - $1.34M
|
219K
$21.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.15K+ 3.54% |
$366K - $413K
|
121K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 2.97% |
$380K - $430K
|
149K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.22K+ 5.56% |
$107K - $121K
|
23.1K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.73K+ 3.28% |
$153K - $172K
|
54.5K
$5.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.98K+ 2.11% |
$263K - $297K
|
144K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 9.04% |
$1.17M - $1.33M
|
160K
$16M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.2K+ 4.23% |
$283K - $319K
|
79K
$7.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.18K+ 22.76% |
$104K - $118K
|
6.38K
$638K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 1.82% |
$441 - $499
|
280
$28K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200New |
$17.6K - $19.9K
|
200
$20K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
11New |
$971 - $1.1K
|
11
$1.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.96K- 18.65% |
$262K - $296K
|
12.9K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14KNew |
$1.24M - $1.4M
|
14K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 2.3% |
$109K - $123K
|
54.9K
$5.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.45KNew |
$658K - $743K
|
7.45K
$745K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-9.78K- 31.01% |
$863K - $975K
|
21.7K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.65KNew |
$410K - $464K
|
4.65K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31.5K+ 9.45% |
$2.78M - $3.14M
|
364K
$36.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
29K+ 9.76% |
$2.56M - $2.89M
|
326K
$32.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
415+ 10.07% |
$36.6K - $41.4K
|
4.54K
$454K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.5K+ 11.54% |
$485K - $548K
|
53.1K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 9.45% |
$3.35K - $3.79K
|
440
$44K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.07K+ 8.2% |
$535K - $605K
|
80.1K
$8.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
113+ 19.09% |
$9.97K - $11.3K
|
705
$70.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-174- 3.47% |
$15.4K - $17.3K
|
4.84K
$484K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.25% |
$441 - $499
|
2.03K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
16.6K+ 46.7% |
$1.46M - $1.65M
|
52K
$5.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.25K+ 2.96% |
$199K - $224K
|
78.2K
$7.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-166K- 84.02% |
$14.6M - $16.5M
|
31.6K
$3.16M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.1K+ 7.08% |
$362K - $409K
|
62K
$6.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
804+ 55.79% |
$70.9K - $80.2K
|
2.25K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.33K+ 3.69% |
$206K - $233K
|
65.5K
$6.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
509KNew |
$45M - $50.8M
|
509K
$51M
|