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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 6.61% |
$146K - $170K
|
48.9K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-763- 8.43% |
$36.7K - $42.8K
|
8.29K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$96.2 - $112
|
8.71K
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.95K+ 20.28% |
$238K - $278K
|
29.4K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.87K+ 6.38% |
$138K - $161K
|
47.9K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.24K- 20.19% |
$444K - $519K
|
36.5K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
199KNew |
$9.55M - $11.2M
|
199K
$9.22M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.86K- 1.66% |
$185K - $217K
|
228K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
22+ 0.27% |
$1.06K - $1.23K
|
8.03K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 4.3% |
$121K - $141K
|
60.9K
$2.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-513- 0.52% |
$24.7K - $28.8K
|
97.6K
$4.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.83% |
$1.2K - $1.4K
|
145
$6.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.58KNew |
$268K - $313K
|
5.58K
$259K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-979- 5.62% |
$51.6K - $58.3K
|
16.4K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-539- 2.28% |
$28.4K - $32.1K
|
23.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84New |
$4.43K - $5K
|
84
$3.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.8K- 99.69% |
$2.1M - $2.37M
|
123
$5.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
968New |
$51K - $57.7K
|
968
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$207K - $234K
|
3.93K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.01KNew |
$106K - $120K
|
2.01K
$93.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$5.11K - $5.78K
|
97
$4.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69KNew |
$194K - $220K
|
3.69K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-50- 1.16% |
$2.64K - $2.98K
|
4.28K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4KNew |
$211K - $239K
|
4K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263New |
$13.9K - $15.7K
|
263
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37- 0.62% |
$1.95K - $2.2K
|
5.98K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
641+ 7.27% |
$33.8K - $38.2K
|
9.45K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 16790.0% |
$88.5K - $100K
|
1.69K
$78.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
208+ 5.55% |
$11K - $12.4K
|
3.95K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6KNew |
$926K - $1.05M
|
17.6K
$815K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
199New |
$10.5K - $11.9K
|
199
$9.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.43K- 19.49% |
$233K - $264K
|
18.3K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
18.8KNew |
$993K - $1.12M
|
18.8K
$874K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.59KNew |
$347K - $393K
|
6.59K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.5KNew |
$1.4M - $1.58M
|
26.5K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$2.79K - $3.16K
|
53
$2.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
35New |
$1.84K - $2.08K
|
35
$1.62K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.5% |
$52.7 - $59.6
|
201
$9.33K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.87KNew |
$309K - $349K
|
5.87K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 15.65% |
$3.37K - $3.81K
|
345
$16K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-120K- 44.83% |
$6.31M - $7.14M
|
147K
$6.84M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.25KNew |
$171K - $193K
|
3.25K
$151K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
458+ 6.3% |
$24.1K - $27.3K
|
7.73K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-13- 8.44% |
$685 - $774
|
141
$6.54K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.2KNew |
$274K - $310K
|
5.2K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
455+ 11.75% |
$24K - $27.1K
|
4.33K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 6.02% |
$12.9K - $14.6K
|
3.83K
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25K- 73.33% |
$1.31M - $1.49M
|
9.07K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$24.6K - $27.8K
|
467
$21.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81New |
$4.27K - $4.83K
|
81
$3.76K
|
|