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 |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-294- 0.71% |
$11.9K - $12.2K
|
40.9K
$1.71M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-493- 6.67% |
$19.9K - $20.5K
|
6.9K
$289K
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.47K+ 48.34% |
$221K - $228K
|
16.8K
$702K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
446K+ 11.9% |
$18M - $18.5M
|
4.19M
$175M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
747+ 4.95% |
$30.2K - $31.1K
|
15.9K
$663K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 5.39% |
$421K - $434K
|
204K
$8.53M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.7K+ 10.67% |
$876K - $902K
|
225K
$9.4M
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
31.2K+ 17.98% |
$1.26M - $1.3M
|
205K
$8.57M
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
3.46K+ 6.01% |
$140K - $144K
|
60.9K
$2.55M
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.12KNew |
$288K - $296K
|
7.12K
$298K
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.75K- 9.7% |
$354K - $364K
|
81.4K
$3.4M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.1K+ 28.69% |
$851K - $877K
|
94.5K
$3.95M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
439K+ 5333.01% |
$17.7M - $18.3M
|
447K
$18.7M
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.35K+ 67350.0% |
$54.4K - $56.1K
|
1.35K
$56.4K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.46KNew |
$59.1K - $60.9K
|
1.46K
$61.2K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 12.71% |
$4.97M - $5.12M
|
1.09M
$45.6M
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.5KNew |
$586K - $604K
|
14.5K
$607K
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.2KNew |
$1.3M - $1.34M
|
32.2K
$1.35M
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5+ 0.1% |
$202 - $208
|
5.26K
$220K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-385- 5.24% |
$15.6K - $16K
|
6.97K
$291K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.55K+ 0.73% |
$62.5K - $64.4K
|
213K
$8.9M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.5K- 14.69% |
$60.7K - $62.5K
|
8.73K
$365K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.04K+ 11.71% |
$163K - $168K
|
38.6K
$1.61M
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
162+ 0.28% |
$6.55K - $6.74K
|
58.3K
$2.44M
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
27.8K+ 4.67% |
$1.12M - $1.16M
|
623K
$26M
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
25.4K+ 26.26% |
$1.03M - $1.06M
|
122K
$5.1M
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10.6K- 23.95% |
$428K - $440K
|
33.6K
$1.4M
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 6.29% |
$88.6K - $91.2K
|
37K
$1.55M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-2.44K- 14.32% |
$98.7K - $102K
|
14.6K
$611K
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
26.3K+ 6.41% |
$1.06M - $1.09M
|
436K
$18.2M
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-8.09K- 20.94% |
$327K - $337K
|
30.5K
$1.28M
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
832+ 5.03% |
$33.6K - $34.6K
|
17.4K
$727K
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
6.07K+ 114.07% |
$245K - $253K
|
11.4K
$477K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.16M+ 112.45% |
$46.9M - $48.3M
|
2.19M
$91.6M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
105+ 1.15% |
$4.24K - $4.37K
|
9.25K
$387K
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
121K+ 30.42% |
$4.87M - $5.02M
|
517K
$21.6M
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.6K+ 17.93% |
$871K - $897K
|
142K
$5.93M
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
42.3K+ 3.22% |
$1.71M - $1.76M
|
1.35M
$56.6M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.82K- 5.79% |
$316K - $326K
|
127K
$5.32M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18.2K+ 3.97% |
$737K - $759K
|
477K
$19.9M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.53K- 2.11% |
$102K - $105K
|
117K
$4.91M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
27.8K+ 7.36% |
$1.12M - $1.16M
|
405K
$16.9M
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 0.85% |
$2.75K - $2.83K
|
7.96K
$333K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$75.3K - $77.6K
|
1.86K
$77.9K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.65K+ 4.18% |
$107K - $110K
|
65.9K
$2.75M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-617- 10.1% |
$24.9K - $25.7K
|
5.49K
$230K
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
64+ 1.14% |
$2.59K - $2.66K
|
5.66K
$237K
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
50.1K+ 925.95% |
$2.02M - $2.08M
|
55.5K
$2.32M
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 0.79% |
$160K - $165K
|
508K
$21.2M
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.27KNew |
$253K - $261K
|
6.27K
$262K
|