Latest Institutional Transactions on American Centy ETF Tr Avantis (AVGE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVGE) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.01K- 48.08% |
N/A
|
1.1K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
177+ 5.24% |
N/A
|
3.55K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.4K- 58.84% |
N/A
|
3.78K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.42K+ 17.83% |
N/A
|
16K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
271+ 5.06% |
N/A
|
5.62K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.4KNew |
N/A
|
8.4K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
843+ 5.79% |
N/A
|
15.4K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
2.53K+ 12.28% |
N/A
|
23.2K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
N/A
|
2.93K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.08K- 2.85% |
N/A
|
105K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-1.84K- 27.06% |
N/A
|
4.95K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43+ 26.38% |
N/A
|
206
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.19K+ 5.16% |
N/A
|
24.3K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
647+ 5.9% |
N/A
|
11.6K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.81K+ 40.54% |
N/A
|
9.73K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-26- 3.56% |
N/A
|
705
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
270+ 4.99% |
N/A
|
5.68K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
277+ 1.17% |
N/A
|
23.9K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.09K- 6.79% |
N/A
|
69.8K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
21+ 0.47% |
N/A
|
4.54K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-482- 55.28% |
N/A
|
390
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
482+ 9.41% |
N/A
|
5.6K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
77+ 0.14% |
N/A
|
57.1K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
205+ 1.89% |
N/A
|
11.1K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.21K- 0.84% |
N/A
|
144K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
9.94K+ 79.57% |
N/A
|
22.4K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
121+ 0.2% |
N/A
|
60.8K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.38K+ 11.2% |
N/A
|
23.6K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-444- 1.41% |
N/A
|
31K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-793- 5.93% |
N/A
|
12.6K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23+ 60.53% |
N/A
|
61
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
346+ 10.07% |
N/A
|
3.78K
$0
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.19K+ 85.01% |
N/A
|
6.94K
$0
|
|
| Q4 2024 | |||||||
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
70New |
N/A
|
70
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
186+ 14.96% |
N/A
|
1.43K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.3K+ 73.53% |
N/A
|
7.78K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
308+ 3.91% |
N/A
|
8.18K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
155New |
N/A
|
155
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
24+ 0.78% |
N/A
|
3.09K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
202New |
N/A
|
202
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
516New |
N/A
|
516
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.87K+ 7.26% |
N/A
|
27.6K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51New |
N/A
|
51
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.59K- 2.26% |
N/A
|
68.8K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 3.45% |
N/A
|
280
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8+ 0.21% |
N/A
|
3.79K
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-29- 13.3% |
N/A
|
189
$0
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$0
|
|