Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIG)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIG) 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.95KNew |
$78.3K - $81.2K
|
1.95K
$80.8K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.43K+ 7.13% |
$258K - $267K
|
96.6K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-12.2K- 51.89% |
$489K - $507K
|
11.3K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
82.3KNew |
$3.3M - $3.42M
|
82.3K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.3K+ 3.6% |
$172K - $179K
|
124K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
340K+ 105.18% |
$13.6M - $14.1M
|
664K
$27.5M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
14+ 0.25% |
$561 - $582
|
5.59K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.27K- 12.43% |
$251K - $260K
|
44.2K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
425K+ 12.81% |
$17M - $17.7M
|
3.74M
$155M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.93K+ 16.46% |
$197K - $205K
|
34.9K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
45.3K+ 12.43% |
$1.82M - $1.88M
|
410K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
37.5K+ 2.94% |
$1.5M - $1.56M
|
1.31M
$54.3M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 3.66% |
$58.2K - $60.4K
|
41.2K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
114+ 0.62% |
$4.57K - $4.74K
|
18.5K
$764K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19+ 2.84% |
$761 - $789
|
688
$28.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.89K- 44.36% |
$236K - $245K
|
7.39K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.35K- 0.64% |
$54.2K - $56.2K
|
211K
$8.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.75K- 5.43% |
$311K - $322K
|
135K
$5.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
454+ 0.79% |
$18.2K - $18.9K
|
58.1K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.33K- 39.21% |
$334K - $346K
|
12.9K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.23KNew |
$89.5K - $92.8K
|
2.23K
$92.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
170+ 3.34% |
$6.81K - $7.06K
|
5.25K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-93K- 8.54% |
$3.73M - $3.87M
|
997K
$41.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.2K+ 11.42% |
$3.97M - $4.12M
|
968K
$40M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8.71K+ 10.7% |
$349K - $362K
|
90.2K
$3.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
302New |
$12.1K - $12.5K
|
302
$12.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
49K+ 31.78% |
$1.96M - $2.04M
|
203K
$8.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
130+ 1.8% |
$5.21K - $5.4K
|
7.35K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 0.7% |
$2.28K - $2.37K
|
8.04K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-147K- 69.78% |
$5.89M - $6.11M
|
63.7K
$2.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.76K- 9.59% |
$70.3K - $73K
|
16.5K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.63K+ 25.37% |
$65.1K - $67.5K
|
8.03K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 9.33% |
$90.5K - $93.9K
|
22K
$908K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.1K- 49.99% |
$605K - $627K
|
15.1K
$625K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
125+ 0.32% |
$5.01K - $5.19K
|
38.6K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
14.2KNew |
$570K - $591K
|
14.2K
$588K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
132K+ 313.89% |
$5.28M - $5.47M
|
174K
$7.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
11.2K+ 10.31% |
$450K - $467K
|
120K
$4.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
15.2KNew |
$608K - $630K
|
15.2K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.31K+ 4.63% |
$213K - $221K
|
120K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.34K- 32.74% |
$214K - $222K
|
11K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
396KNew |
$15.9M - $16.5M
|
396K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 2.69% |
$77K - $79.9K
|
73.4K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.07K- 1.67% |
$43K - $44.6K
|
63.2K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
106K+ 30.05% |
$4.25M - $4.4M
|
459K
$19M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.37K+ 4.12% |
$54.7K - $56.8K
|
34.5K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.9K- 17.56% |
$678K - $703K
|
79.5K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-643- 3.03% |
$25.8K - $26.7K
|
20.6K
$852K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
5.33KNew |
$213K - $221K
|
5.33K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-707- 11.57% |
$28.3K - $29.4K
|
5.41K
$224K
|