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 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$88.2 - $99.7
|
4.5K
$454K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 5.77% |
$1.02M - $1.15M
|
212K
$21.4M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.22K+ 12.14% |
$196K - $221K
|
20.5K
$2.07M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
25.7KNew |
$2.27M - $2.56M
|
25.7K
$2.59M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.7K+ 10.65% |
$1.03M - $1.16M
|
121K
$12.2M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.98K+ 13.28% |
$175K - $197K
|
16.9K
$1.7M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
862+ 0.77% |
$76.1K - $85.9K
|
113K
$11.4M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11K+ 25.59% |
$972K - $1.1M
|
54.1K
$5.46M
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.19K- 0.78% |
$194K - $219K
|
280K
$28.3M
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
189+ 0.14% |
$16.7K - $18.8K
|
134K
$13.5M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.7K+ 7.86% |
$1.2M - $1.36M
|
187K
$18.9M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.65K+ 548.33% |
$145K - $164K
|
1.95K
$196K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3.14K- 1.57% |
$277K - $313K
|
196K
$19.8M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9.37KNew |
$826K - $934K
|
9.37K
$945K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7.32KNew |
$646K - $730K
|
7.32K
$739K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.13K- 8.26% |
$453K - $512K
|
57K
$5.75M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.2K+ 60.64% |
$3.46M - $3.9M
|
104K
$10.5M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 1.72% |
$163K - $184K
|
109K
$11M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.33KNew |
$382K - $431K
|
4.33K
$437K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.92KNew |
$346K - $391K
|
3.92K
$395K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$1.18M - $1.33M
|
13.4K
$1.35M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
176+ 0.16% |
$15.5K - $17.5K
|
114K
$11.5M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
68.2K+ 989.0% |
$6.02M - $6.8M
|
75.1K
$7.58M
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-141- 1.66% |
$12.4K - $14.1K
|
8.34K
$841K
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$88.2 - $99.7
|
6.38K
$644K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
370+ 7.81% |
$32.6K - $36.9K
|
5.11K
$516K
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
561+ 4.21% |
$49.5K - $55.9K
|
13.9K
$1.4M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
127+ 17.49% |
$11.2K - $12.7K
|
853
$86.1K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27.4K+ 18.26% |
$2.42M - $2.73M
|
177K
$17.9M
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-415- 0.42% |
$36.6K - $41.4K
|
98K
$9.89M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.63K+ 2.42% |
$232K - $262K
|
111K
$11.2M
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
317+ 10.67% |
$28K - $31.6K
|
3.29K
$332K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-257- 4.86% |
$22.7K - $25.6K
|
5.03K
$507K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
29+ 0.4% |
$2.56K - $2.89K
|
7.36K
$743K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-13- 0.1% |
$1.15K - $1.3K
|
13.4K
$1.36M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.09KNew |
$802K - $906K
|
9.09K
$917K
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
229K+ 996.47% |
$20.2M - $22.8M
|
252K
$25.4M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28.5K+ 3.7% |
$2.51M - $2.84M
|
798K
$80.5M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
400+ 15.4% |
$35.3K - $39.9K
|
3K
$302K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.09K+ 14.3% |
$273K - $308K
|
24.7K
$2.49M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100New |
$8.82K - $9.97K
|
100
$10.1K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
960+ 3.12% |
$84.7K - $95.7K
|
31.7K
$3.2M
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-11.9K- 3.78% |
$1.05M - $1.18M
|
303K
$30.5M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.07% |
$529 - $598
|
8.42K
$850K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.83K+ 8.12% |
$338K - $382K
|
51K
$5.15M
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
281+ 12.01% |
$24.8K - $28K
|
2.62K
$265K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.72K+ 0.7% |
$152K - $171K
|
248K
$25.1M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
38.7K+ 69.12% |
$3.41M - $3.85M
|
94.6K
$9.54M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
28.3K+ 4.32% |
$2.5M - $2.82M
|
684K
$69.1M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-417- 15.1% |
$36.8K - $41.6K
|
2.35K
$237K
|