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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-12K- 99.89% |
$575K - $671K
|
13
$603
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.5K+ 155.37% |
$794K - $926K
|
27.1K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-27.7K- 32.11% |
$1.33M - $1.56M
|
58.6K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-495- 3.55% |
$23.8K - $27.8K
|
13.5K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
36+ 0.15% |
$1.73K - $2.02K
|
24K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.65K+ 13.99% |
$175K - $205K
|
29.7K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.11M - $1.29M
|
23K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77K+ 2.87% |
$229K - $268K
|
171K
$7.94M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.2K+ 28.31% |
$4.48M - $5.23M
|
422K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-443- 2.21% |
$21.3K - $24.9K
|
19.6K
$910K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.41K+ 12.41% |
$116K - $135K
|
21.8K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
57.7K+ 18.15% |
$2.77M - $3.24M
|
375K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.35K- 15.24% |
$113K - $132K
|
13K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
487New |
$23.4K - $27.3K
|
487
$22.6K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.28K- 4.33% |
$61.7K - $72.1K
|
28.4K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18.8K+ 3.32% |
$904K - $1.05M
|
585K
$27.1M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.83% |
$14.5K - $16.9K
|
16.8K
$777K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9.57K+ 4.09% |
$460K - $537K
|
244K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-45.1K- 26.81% |
$2.17M - $2.53M
|
123K
$5.72M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.92KNew |
$381K - $444K
|
7.92K
$367K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
57.5K+ 1.71% |
$2.76M - $3.23M
|
3.42M
$159M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16New |
$769 - $898
|
16
$742
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 10.0% |
$192 - $224
|
36
$1.67K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-540- 0.78% |
$26K - $30.3K
|
68.6K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
132+ 49.07% |
$6.35K - $7.41K
|
401
$18.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
808New |
$38.8K - $45.3K
|
808
$37.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-847K- 6.87% |
$40.7M - $47.5M
|
11.5M
$532M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
11.4KNew |
$548K - $639K
|
11.4K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
950+ 4.2% |
$45.7K - $53.3K
|
23.6K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
9.24K+ 7.81% |
$444K - $518K
|
127K
$5.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
230+ 23.26% |
$11.1K - $12.9K
|
1.22K
$56.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.15K+ 10.84% |
$55.2K - $64.4K
|
11.7K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
468+ 4.44% |
$22.5K - $26.3K
|
11K
$511K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.61K- 0.83% |
$77.3K - $90.2K
|
192K
$8.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
107+ 0.47% |
$5.14K - $6K
|
23.1K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.31K+ 9.33% |
$400K - $466K
|
97.3K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-16.6K- 34.89% |
$800K - $934K
|
31K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-534- 18.12% |
$25.7K - $30K
|
2.41K
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
4.71K+ 32.68% |
$226K - $264K
|
19.1K
$886K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.53K- 1.51% |
$410K - $478K
|
555K
$25.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-554- 2.09% |
$26.6K - $31.1K
|
25.9K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
21+ 0.27% |
$1.01K - $1.18K
|
7.72K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120New |
$5.77K - $6.73K
|
120
$5.57K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.38K+ 7.87% |
$66.5K - $77.6K
|
18.9K
$879K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
223+ 2.74% |
$10.7K - $12.5K
|
8.37K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.75KNew |
$276K - $322K
|
5.75K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
194+ 3.06% |
$9.33K - $10.9K
|
6.54K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.63K- 8.83% |
$78.3K - $91.4K
|
16.8K
$781K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.5K- 20.65% |
$120K - $140K
|
9.59K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.76KNew |
$421K - $492K
|
8.76K
$406K
|