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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
28+ 0.35% |
$1.19K - $1.45K
|
8.06K
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.24K+ 153.09% |
$52.4K - $64K
|
2.05K
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-476- 38.98% |
$20.2K - $24.6K
|
745
$42K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-31- 8.05% |
$1.31K - $1.6K
|
354
$19.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-80- 55.17% |
$3.39K - $4.14K
|
65
$3.66K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-245- 96.08% |
$10.4K - $12.7K
|
10
$563
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
732+ 4.89% |
$31K - $37.9K
|
15.7K
$884K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.29KNew |
$182K - $222K
|
4.29K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-460- 94.46% |
$19.5K - $23.8K
|
27
$1.52K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
170New |
$7.21K - $8.8K
|
170
$9.58K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.17K+ 90.01% |
$219K - $268K
|
10.9K
$615K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
841+ 10.04% |
$35.6K - $43.5K
|
9.21K
$519K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
77.7K+ 19.91% |
$3.29M - $4.02M
|
468K
$26.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.64K- 41.5% |
$154K - $188K
|
5.13K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.65KNew |
$155K - $189K
|
3.65K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 37.84% |
$89.5K - $109K
|
7.69K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
16.6KNew |
$703K - $858K
|
16.6K
$934K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-5.97K- 32.67% |
$253K - $309K
|
12.3K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
242+ 201.67% |
$10.3K - $12.5K
|
362
$20.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-655- 4.87% |
$27.8K - $33.9K
|
12.8K
$721K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
46New |
$1.95K - $2.38K
|
46
$2.59K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
45.7KNew |
$1.94M - $2.37M
|
45.7K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235New |
$9.96K - $12.2K
|
235
$13.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-5.22K- 26.63% |
$221K - $270K
|
14.4K
$810K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.98KClosed |
$287K - $336K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-22.1K- 64.24% |
$1.06M - $1.24M
|
12.3K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
668New |
$32.1K - $37.5K
|
668
$37.6K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.67KNew |
$224K - $262K
|
4.67K
$263K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
89.4K+ 119.43% |
$4.3M - $5.02M
|
164K
$9.25M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-329- 49.47% |
$15.8K - $18.5K
|
336
$18.9K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
34.3K+ 26.38% |
$1.65M - $1.93M
|
165K
$9.27M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16New |
$769 - $898
|
16
$901
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 10.0% |
$192 - $224
|
36
$2.03K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
230+ 23.26% |
$11.1K - $12.9K
|
1.22K
$68.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-539- 2.28% |
$28.4K - $32.1K
|
23.1K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-979- 5.62% |
$51.6K - $58.3K
|
16.4K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$207K - $234K
|
3.93K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
968New |
$51K - $57.7K
|
968
$54.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$5.11K - $5.78K
|
97
$5.46K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4KNew |
$211K - $239K
|
4K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263New |
$13.9K - $15.7K
|
263
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37- 0.62% |
$1.95K - $2.2K
|
5.98K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
641+ 7.27% |
$33.8K - $38.2K
|
9.45K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 16790.0% |
$88.5K - $100K
|
1.69K
$95.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
208+ 5.55% |
$11K - $12.4K
|
3.95K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6KNew |
$926K - $1.05M
|
17.6K
$990K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
18.8KNew |
$993K - $1.12M
|
18.8K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
199New |
$10.5K - $11.9K
|
199
$11.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.59KNew |
$347K - $393K
|
6.59K
$371K
|
|