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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-101K- 81.62% |
$5.16M - $5.9M
|
22.6K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11+ 0.08% |
$565 - $645
|
13.1K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.99KNew |
$256K - $293K
|
4.99K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.35K+ 13.87% |
$172K - $197K
|
27.5K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-1.15K- 3.97% |
$58.8K - $67.2K
|
27.7K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 38.98% |
$102K - $117K
|
7.1K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.1K- 15.08% |
$56.3K - $64.3K
|
6.17K
$348K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15+ 100.0% |
$770 - $879
|
30
$1.69K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
13.8K+ 29.0% |
$709K - $809K
|
61.4K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26.7K- 15.1% |
$1.37M - $1.56M
|
150K
$8.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$154 - $176
|
8.71K
$491K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.73KNew |
$345K - $394K
|
6.73K
$379K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.92K+ 7.65% |
$253K - $289K
|
69.3K
$3.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.5K+ 221.07% |
$1.98M - $2.26M
|
55.9K
$3.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.3KNew |
$169K - $193K
|
3.3K
$186K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-303- 3.64% |
$15.6K - $17.8K
|
8.02K
$452K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.02% |
$462 - $528
|
52.6K
$2.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
13.2K+ 29.03% |
$679K - $776K
|
58.8K
$3.31M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 2.42% |
$5.03K - $5.75K
|
3.95K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-405- 2.92% |
$20.8K - $23.7K
|
13.5K
$759K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-3.24K- 36.23% |
$166K - $190K
|
5.7K
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
240New |
$12.3K - $14.1K
|
240
$13.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
110KNew |
$5.67M - $6.47M
|
110K
$6.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
376+ 0.31% |
$19.3K - $22K
|
123K
$6.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-280- 22.47% |
$14.4K - $16.4K
|
966
$54.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
57+ 16.24% |
$2.93K - $3.34K
|
408
$23K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.37K+ 4.15% |
$70.3K - $80.3K
|
34.3K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.65K+ 55.11% |
$84.6K - $96.7K
|
4.64K
$261K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.11K+ 0.62% |
$56.7K - $64.8K
|
178K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
464KNew |
$23.8M - $27.2M
|
464K
$26.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.65K- 3.18% |
$84.7K - $96.8K
|
50.2K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12M- 94.92% |
$613M - $701M
|
640K
$36M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-74- 0.33% |
$3.8K - $4.34K
|
22.2K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
77.5K+ 9.36% |
$3.98M - $4.54M
|
905K
$51M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.61KNew |
$185K - $211K
|
3.61K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
87.6K+ 18.79% |
$4.5M - $5.14M
|
554K
$31.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 1.27% |
$118K - $135K
|
184K
$10.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
4.66KNew |
$239K - $273K
|
4.66K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.63KNew |
$186K - $213K
|
3.63K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
87New |
$4.47K - $5.1K
|
87
$4.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.05K- 13.25% |
$105K - $120K
|
13.4K
$756K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11+ 0.19% |
$565 - $645
|
5.67K
$319K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-213K- 50.57% |
$10.9M - $12.5M
|
208K
$11.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.92K+ 0.76% |
$98.5K - $112K
|
253K
$14.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.38K+ 2.23% |
$70.8K - $80.9K
|
63.2K
$3.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-64- 0.27% |
$3.29K - $3.75K
|
23.5K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
470New |
$24.1K - $27.6K
|
470
$26.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.1K+ 10.0% |
$313K - $358K
|
67.1K
$3.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-135- 1.79% |
$6.93K - $7.92K
|
7.42K
$418K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
709New |
$36.4K - $41.6K
|
709
$39.9K
|
|