Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSC)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSC) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.9K+ 21.62% |
$335K - $409K
|
44.4K
$2.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
64.2KNew |
$2.72M - $3.32M
|
64.2K
$3.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 2.81% |
$116K - $142K
|
100K
$5.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141New |
$5.98K - $7.3K
|
141
$7.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.65K- 13.6% |
$282K - $344K
|
42.2K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-734- 8.86% |
$31.1K - $38K
|
7.56K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.69K+ 7.7% |
$156K - $191K
|
51.6K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.22K- 26.63% |
$221K - $270K
|
14.4K
$778K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-878- 13.43% |
$37.2K - $45.4K
|
5.66K
$306K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
510+ 5.32% |
$21.6K - $26.4K
|
10.1K
$546K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39K- 93.25% |
$1.88M - $2.19M
|
2.83K
$153K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.37K+ 4.95% |
$65.9K - $76.9K
|
29K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
668New |
$32.1K - $37.5K
|
668
$36.1K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 29.92% |
$5.71M - $6.66M
|
515K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-667- 6.95% |
$32.1K - $37.4K
|
8.93K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.23K- 2.6% |
$155K - $181K
|
121K
$6.55M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
44.8K+ 435.81% |
$2.15M - $2.52M
|
55.1K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-826- 15.03% |
$39.7K - $46.4K
|
4.67K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
159K+ 30.0% |
$7.64M - $8.92M
|
689K
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.14M+ 9.95% |
$55M - $64.1M
|
12.6M
$683M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.67KNew |
$224K - $262K
|
4.67K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-2.54K- 4.48% |
$122K - $143K
|
54.3K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126K+ 313.58% |
$6.06M - $7.07M
|
166K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 0.79% |
$4.81K - $5.61K
|
12.5K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-22.1K- 64.24% |
$1.06M - $1.24M
|
12.3K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.8K+ 13.25% |
$567K - $662K
|
101K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
89.4K+ 119.43% |
$4.3M - $5.02M
|
164K
$8.88M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 3.13% |
$63.9K - $74.5K
|
43.7K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-439- 0.18% |
$21.1K - $24.6K
|
243K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.94K- 36.8% |
$238K - $277K
|
8.49K
$459K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5+ 2.0% |
$240 - $281
|
255
$13.8K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 0.28% |
$1.49K - $1.74K
|
11.2K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 14.71% |
$5.95M - $6.95M
|
965K
$52.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.4KNew |
$3M - $3.5M
|
62.4K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-55- 5.73% |
$2.64K - $3.09K
|
905
$48.9K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
385New |
$18.5K - $21.6K
|
385
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.77K- 55.97% |
$374K - $436K
|
6.11K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 2.09% |
$64.9K - $75.8K
|
63.1K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
239+ 0.14% |
$11.5K - $13.4K
|
165K
$8.94M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.11K- 14.3% |
$149K - $174K
|
18.6K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-474- 5.63% |
$22.8K - $26.6K
|
7.95K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-329- 49.47% |
$15.8K - $18.5K
|
336
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.68K- 37.45% |
$466K - $543K
|
16.2K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-706- 4.54% |
$33.9K - $39.6K
|
14.9K
$803K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123+ 65.78% |
$5.91K - $6.9K
|
310
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
19.8K+ 6.5% |
$951K - $1.11M
|
324K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$96.2 - $112
|
5.11K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.61K+ 56.01% |
$462K - $539K
|
26.8K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-5.75K- 15.2% |
$276K - $323K
|
32.1K
$1.73M
|
|