Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIV) 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
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.26K- 32.37% |
$168K - $191K
|
6.8K
$426K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
406+ 2.02% |
$20.9K - $23.8K
|
20.5K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.95K+ 6.98% |
$152K - $173K
|
45.2K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
821+ 32.26% |
$42.3K - $48.1K
|
3.37K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.1K+ 60.69% |
$1.19M - $1.35M
|
61.3K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.9K+ 4.16% |
$252K - $287K
|
123K
$7.68M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
35+ 0.01% |
$1.8K - $2.05K
|
273K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.11K+ 5.42% |
$263K - $299K
|
99.4K
$6.22M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.8K+ 7.79% |
$865K - $983K
|
232K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-9.56K- 4.97% |
$492K - $559K
|
183K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.79KNew |
$247K - $280K
|
4.79K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.9KNew |
$1.08M - $1.22M
|
20.9K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.44K+ 7.81% |
$332K - $377K
|
88.9K
$5.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
18K+ 14.77% |
$926K - $1.05M
|
140K
$8.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-465- 1.7% |
$24K - $27.2K
|
26.9K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.6K- 34.14% |
$2.04M - $2.32M
|
76.4K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-48.7K- 96.34% |
$2.51M - $2.85M
|
1.85K
$116K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.24K+ 2.01% |
$63.8K - $72.5K
|
62.7K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
48.4K+ 25.63% |
$2.49M - $2.83M
|
237K
$14.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
488+ 3.32% |
$25.1K - $28.6K
|
15.2K
$950K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 30.6% |
$149K - $169K
|
6.55K
$410K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-42- 0.4% |
$2.16K - $2.46K
|
10.6K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
13.8K+ 20.29% |
$711K - $808K
|
81.8K
$5.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$206 - $234
|
5.9K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-370- 0.35% |
$19.1K - $21.7K
|
106K
$6.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-375- 3.89% |
$19.3K - $22K
|
9.27K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.68KNew |
$344K - $391K
|
6.68K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$192K - $218K
|
3.73K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-180- 1.55% |
$9.27K - $10.5K
|
11.4K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
430+ 2.92% |
$22.1K - $25.2K
|
15.1K
$948K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 2.31% |
$1.39K - $1.58K
|
1.19K
$74.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.07KNew |
$210K - $238K
|
4.07K
$255K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 18.45% |
$56.4K - $64.1K
|
7.03K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
540+ 1.29% |
$27.8K - $31.6K
|
42.5K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.29K+ 1.12% |
$66.5K - $75.6K
|
117K
$7.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
541K+ 34561.56% |
$27.9M - $31.7M
|
543K
$34M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.17K- 6.69% |
$215K - $244K
|
58.1K
$3.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.64K+ 9.17% |
$188K - $213K
|
43.4K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.38K+ 19.37% |
$174K - $198K
|
20.8K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
9.64KNew |
$496K - $564K
|
9.64K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.4K+ 32.73% |
$585K - $665K
|
46.1K
$2.89M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-315- 6.69% |
$16.1K - $17.6K
|
4.4K
$275K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.6KNew |
$338K - $369K
|
6.6K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.46KNew |
$75K - $81.7K
|
1.46K
$91.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
26+ 0.39% |
$1.33K - $1.45K
|
6.63K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
192+ 1.24% |
$9.84K - $10.7K
|
15.7K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$652K - $710K
|
12.7K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.32K+ 8.58% |
$67.5K - $73.6K
|
16.7K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-200K- 98.07% |
$10.2M - $11.1M
|
3.92K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
14.9KNew |
$763K - $832K
|
14.9K
$933K
|
|