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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
63.9K+ 544.98% |
$3.95M - $4.31M
|
75.7K
$5.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$61.8 - $67.4
|
5.07K
$351K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
17.7K+ 73.97% |
$1.09M - $1.19M
|
41.5K
$2.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
9.84K+ 16.18% |
$608K - $663K
|
70.6K
$4.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.79K+ 3.46% |
$110K - $120K
|
53.4K
$3.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.87K- 1.38% |
$177K - $194K
|
205K
$14.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31.5KNew |
$1.94M - $2.12M
|
31.5K
$2.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-90- 0.34% |
$5.56K - $6.07K
|
26.5K
$1.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
126+ 0.17% |
$7.79K - $8.5K
|
74.8K
$5.18M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
741New |
$37.3K - $46.6K
|
741
$51.3K
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-10- 0.06% |
$503 - $628
|
17.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.2K- 92.92% |
$2.22M - $2.78M
|
3.37K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173+ 1.61% |
$8.7K - $10.9K
|
10.9K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
281+ 104.07% |
$14.1K - $17.7K
|
551
$38.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39+ 0.59% |
$1.96K - $2.45K
|
6.67K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
8.96KNew |
$451K - $563K
|
8.96K
$621K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
287+ 1.83% |
$14.4K - $18K
|
15.9K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.89KNew |
$95K - $119K
|
1.89K
$131K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-64- 5.36% |
$3.22K - $4.02K
|
1.13K
$78.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.65KNew |
$284K - $355K
|
5.65K
$391K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.51K - $1.89K
|
30
$2.08K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-19K- 1.75% |
$954K - $1.19M
|
1.06M
$73.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
246+ 1.81% |
$12.4K - $15.5K
|
13.8K
$957K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.74KNew |
$489K - $612K
|
9.74K
$674K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.67KNew |
$185K - $231K
|
3.67K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.13% |
$2.31K - $2.89K
|
4.03K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
190+ 1.25% |
$9.55K - $11.9K
|
15.3K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.74KNew |
$188K - $235K
|
3.74K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
940+ 1.98% |
$47.3K - $59.1K
|
48.3K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.1K+ 47.48% |
$658K - $823K
|
40.7K
$2.82M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-180- 2.95% |
$9.27K - $10.5K
|
5.92K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
239+ 177.04% |
$12.3K - $14K
|
374
$25.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$515 - $585
|
10
$692
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.4K- 21.08% |
$894K - $1.02M
|
65K
$4.5M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.26K- 32.37% |
$168K - $191K
|
6.8K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.79KNew |
$247K - $280K
|
4.79K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.9KNew |
$1.08M - $1.22M
|
20.9K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-465- 1.7% |
$24K - $27.2K
|
26.9K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$206 - $234
|
5.9K
$409K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.6KNew |
$338K - $369K
|
6.6K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.46KNew |
$75K - $81.7K
|
1.46K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$652K - $710K
|
12.7K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.32K+ 8.58% |
$67.5K - $73.6K
|
16.7K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
14.9KNew |
$763K - $832K
|
14.9K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-200K- 98.07% |
$10.2M - $11.1M
|
3.92K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.34KNew |
$171K - $186K
|
3.34K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.2 - $55.8
|
13K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.23K - $1.34K
|
5.32K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-88- 0.25% |
$4.51K - $4.91K
|
35.3K
$2.44M
|
|