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 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
250+ 0.87% |
$22.1K - $24.9K
|
28.9K
$2.84M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.94K+ 12.54% |
$347K - $393K
|
35.3K
$3.47M
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.85K+ 15.21% |
$340K - $384K
|
29.2K
$2.87M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.9K+ 14.24% |
$1.05M - $1.19M
|
95.4K
$9.38M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
85+ 0.68% |
$7.5K - $8.47K
|
12.6K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.8K+ 273.57% |
$4.84M - $5.47M
|
74.9K
$7.36M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 90.51% |
$1.03M - $1.16M
|
1.22K
$120K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.9K+ 188.1% |
$697K - $788K
|
12.1K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
187KNew |
$16.5M - $18.6M
|
187K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
830+ 3.53% |
$73.2K - $82.8K
|
24.4K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.29K+ 7.05% |
$378K - $427K
|
65.1K
$6.4M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-49.4K- 34.1% |
$4.36M - $4.92M
|
95.5K
$9.39M
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.16K+ 4.56% |
$191K - $215K
|
49.5K
$4.87M
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.56K+ 3.66% |
$314K - $355K
|
101K
$9.91M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
542KNew |
$47.8M - $54M
|
542K
$53.3M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.7K- 13.27% |
$1.47M - $1.66M
|
109K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6+ 0.11% |
$529 - $598
|
5.62K
$552K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$6.98K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.4K+ 195.07% |
$1.18M - $1.33M
|
20.2K
$1.99M
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8- 0.04% |
$706 - $798
|
18.2K
$1.79M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-256- 2.21% |
$22.6K - $25.5K
|
11.3K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.09K+ 4.23% |
$272K - $308K
|
76K
$7.47M
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.36K+ 4.1% |
$208K - $235K
|
59.8K
$5.88M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-77K- 12.3% |
$6.8M - $7.68M
|
549K
$54M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-162K- 97.95% |
$14.3M - $16.1M
|
3.39K
$333K
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-19.8K- 10.94% |
$1.75M - $1.98M
|
162K
$15.9M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.98KNew |
$263K - $297K
|
2.98K
$293K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.3% |
$1.94K - $2.19K
|
7.38K
$726K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-149- 1.31% |
$13.1K - $14.9K
|
11.2K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-3K- 7.48% |
$265K - $299K
|
37.1K
$3.65M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 9.93% |
$5.9M - $6.67M
|
740K
$72.8M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
29.2K+ 3.73% |
$2.58M - $2.91M
|
811K
$79.8M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.74KNew |
$594K - $671K
|
6.74K
$662K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
352+ 1.84% |
$31.1K - $35.1K
|
19.5K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.5K- 9.66% |
$397K - $449K
|
42.1K
$4.14M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.2K+ 14.47% |
$1.79M - $2.02M
|
160K
$15.7M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
63.4K+ 8.9% |
$5.59M - $6.32M
|
775K
$76.2M
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-122- 0.72% |
$10.8K - $12.2K
|
16.7K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
61.6K+ 42.06% |
$5.44M - $6.14M
|
208K
$20.5M
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.25K+ 6.85% |
$110K - $125K
|
19.5K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
98.4K+ 34.41% |
$8.68M - $9.81M
|
384K
$37.8M
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.2K+ 5.61% |
$371K - $419K
|
79K
$7.77M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.67K+ 115.53% |
$236K - $266K
|
4.98K
$490K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
983K+ 465.46% |
$86.7M - $98M
|
1.19M
$117M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.48K+ 197.57% |
$395K - $446K
|
6.74K
$663K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
31.8K+ 4.55% |
$2.8M - $3.17M
|
730K
$71.7M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.74K+ 23.87% |
$153K - $173K
|
9.01K
$886K
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-540- 11.47% |
$47.6K - $53.8K
|
4.17K
$410K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
29KNew |
$2.56M - $2.89M
|
29K
$2.85M
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
870+ 0.84% |
$76.8K - $86.7K
|
105K
$10.3M
|