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 |
|---|---|---|---|---|---|---|---|
|
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
|
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
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
58K+ 18.16% |
$2.32M - $2.41M
|
378K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
47.7K+ 12.52% |
$1.91M - $1.98M
|
429K
$17.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
32.7K+ 7.09% |
$1.31M - $1.36M
|
493K
$20.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.03MNew |
$41.3M - $42.9M
|
1.03M
$42.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.25K- 14.84% |
$330K - $343K
|
47.3K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-524- 5.42% |
$21K - $21.8K
|
9.15K
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-9.03K- 25.24% |
$362K - $375K
|
26.7K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
298+ 5.13% |
$11.9K - $12.4K
|
6.11K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4.58K- 4.09% |
$184K - $190K
|
108K
$4.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 2.41% |
$475K - $493K
|
504K
$20.8M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
796+ 147.41% |
$32.2K - $33.8K
|
1.34K
$55.2K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.88K+ 54.11% |
$157K - $165K
|
11.1K
$457K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
34New |
$1.38K - $1.44K
|
34
$1.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-25.7K- 24.6% |
$1.04M - $1.09M
|
78.6K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.13KNew |
$248K - $261K
|
6.13K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
315New |
$12.8K - $13.4K
|
315
$13K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.09K+ 0.78% |
$44.1K - $46.3K
|
142K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.04KNew |
$204K - $214K
|
5.04K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140K- 98.94% |
$5.65M - $5.93M
|
1.5K
$62.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.13% |
$40.5 - $42.5
|
48
$1.98K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 24.81% |
$1.3K - $1.36K
|
97
$4.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
306+ 2.48% |
$12.4K - $13K
|
12.7K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-137- 1.32% |
$5.55K - $5.82K
|
10.2K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
548New |
$22.2K - $23.3K
|
548
$22.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-412- 4.96% |
$16.7K - $17.5K
|
7.9K
$327K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
7.89K+ 3.97% |
$319K - $337K
|
207K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
466+ 6.24% |
$18.8K - $19.9K
|
7.93K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
102New |
$4.12K - $4.36K
|
102
$4.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$499K - $527K
|
12.3K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
837+ 5580.0% |
$33.8K - $35.8K
|
852
$35.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.87KNew |
$197K - $208K
|
4.87K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$2.3K - $2.44K
|
57
$2.36K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$364 - $385
|
9
$372
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.01K- 35.42% |
$122K - $129K
|
5.49K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
99New |
$4K - $4.23K
|
99
$4.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-395- 0.45% |
$16K - $16.9K
|
86.7K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
93.7KNew |
$3.79M - $4M
|
93.7K
$3.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$199K - $211K
|
4.93K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 8.44% |
$743K - $786K
|
236K
$9.76M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.84KNew |
$317K - $335K
|
7.84K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 1.19% |
$69.5K - $73.5K
|
142K
$5.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
32.7KNew |
$1.32M - $1.4M
|
32.7K
$1.35M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 1.16% |
$2.79K - $2.95K
|
6K
$248K
|
|
| Q2 2024 | |||||||
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.32K- 2.94% |
$52.7K - $54.2K
|
43.5K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.36KNew |
$215K - $221K
|
5.36K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$40 - $41.2
|
46
$1.9K
|
|