Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSD)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSD) 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 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17- 0.31% |
$933 - $1.06K
|
5.48K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-224- 0.69% |
$12.3K - $13.9K
|
32K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.63KNew |
$309K - $350K
|
5.63K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$535K - $606K
|
9.75K
$613K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-703- 14.24% |
$38.6K - $43.7K
|
4.24K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
978+ 9.54% |
$53.7K - $60.7K
|
11.2K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.3K+ 80.29% |
$291K - $329K
|
11.9K
$747K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.98KNew |
$383K - $433K
|
6.98K
$438K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.22K- 5.58% |
$67.1K - $76K
|
20.7K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-191- 27.8% |
$10.5K - $11.9K
|
496
$31.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 36.81% |
$101K - $115K
|
6.86K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 29.18% |
$80.4K - $90.9K
|
6.48K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-771- 33.77% |
$42.3K - $47.9K
|
1.51K
$95K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-958- 3.83% |
$52.6K - $59.5K
|
24.1K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.48KNew |
$191K - $216K
|
3.48K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.87K- 9.34% |
$157K - $178K
|
27.8K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.12K- 18.51% |
$116K - $131K
|
9.31K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
26.1K+ 225.25% |
$1.43M - $1.62M
|
37.6K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-486- 6.61% |
$26.7K - $30.2K
|
6.87K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.56KNew |
$196K - $221K
|
3.56K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.7K+ 19.85% |
$93.3K - $106K
|
10.3K
$645K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 11.73% |
$126K - $143K
|
21.9K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
457New |
$25.1K - $28.4K
|
457
$28.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 20.12% |
$355K - $402K
|
25.7K
$1.61M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 4.75% |
$155K - $167K
|
56K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
116+ 1.35% |
$6.45K - $6.95K
|
8.74K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.67K+ 2.37% |
$259K - $279K
|
201K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34+ 23.78% |
$1.89K - $2.04K
|
177
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.89KNew |
$272K - $293K
|
4.89K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$704K - $759K
|
12.7K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.2K- 56.5% |
$899K - $969K
|
12.5K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.78KNew |
$154K - $166K
|
2.78K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.1KNew |
$1.84M - $1.98M
|
33.1K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-627- 31.94% |
$34.8K - $37.6K
|
1.34K
$83.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.08K+ 1.13% |
$171K - $185K
|
276K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.9K- 70.32% |
$1.66M - $1.79M
|
12.6K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
711+ 1.05% |
$39.5K - $42.6K
|
68.4K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
263New |
$14.6K - $15.8K
|
263
$16.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.69K+ 2.66% |
$260K - $281K
|
181K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.47K+ 4.45% |
$137K - $148K
|
58K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 19.72% |
$55.6K - $59.9K
|
6.07K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
990New |
$55K - $59.3K
|
990
$62.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.93K+ 11.95% |
$385K - $415K
|
64.9K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
458+ 9.97% |
$25.5K - $27.4K
|
5.05K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.79KNew |
$99.3K - $107K
|
1.79K
$112K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.15K- 18.11% |
$63.9K - $68.9K
|
5.2K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-276- 1.04% |
$15.3K - $16.5K
|
26.2K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.19K+ 10.2% |
$66K - $71.1K
|
12.8K
$805K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.6KNew |
$586K - $632K
|
10.6K
$663K
|
|