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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.51K+ 102.75% |
$135K - $170K
|
4.95K
$344K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27K- 16.04% |
$1.46M - $1.83M
|
142K
$9.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$728K - $915K
|
13.5K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 10.04% |
$62.6K - $78.7K
|
10.4K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30.2KNew |
$1.63M - $2.05M
|
30.2K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.18KNew |
$225K - $283K
|
4.18K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
18.6K+ 9.82% |
$999K - $1.26M
|
208K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.24K- 48.82% |
$174K - $219K
|
3.4K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-439- 0.79% |
$23.6K - $29.7K
|
55.2K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 1.72% |
$915 - $1.15K
|
1.01K
$69.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.75KNew |
$256K - $322K
|
4.75K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2+ 0.02% |
$108 - $135
|
12.7K
$882K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-859- 7.65% |
$46.3K - $58.2K
|
10.4K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.2K+ 483.78% |
$1.47M - $1.85M
|
32.9K
$2.28M
|
|
|
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
|
BUY
|
- |
6.66KNew |
$358K - $451K
|
6.66K
$462K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.52K- 10.48% |
$297K - $374K
|
47.1K
$3.27M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-161- 10.5% |
$8.67K - $10.9K
|
1.37K
$95.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.16K+ 2.01% |
$62.2K - $78.2K
|
58.7K
$4.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.04K+ 29.3% |
$110K - $138K
|
9.02K
$626K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
982+ 64.95% |
$52.9K - $66.5K
|
2.49K
$173K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.43K+ 10.09% |
$131K - $165K
|
26.5K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
821+ 17.49% |
$44.2K - $55.6K
|
5.51K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
261+ 13050.0% |
$14.1K - $17.7K
|
263
$18.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-114- 4.79% |
$6.14K - $7.72K
|
2.27K
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.43K+ 108.23% |
$400K - $503K
|
14.3K
$993K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
14.6K+ 38.91% |
$789K - $992K
|
52.3K
$3.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16KNew |
$861K - $1.08M
|
16K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.76K+ 14.84% |
$95K - $119K
|
13.7K
$948K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.39KNew |
$183K - $230K
|
3.39K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-721- 2.25% |
$38.8K - $48.8K
|
31.3K
$2.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.05KNew |
$164K - $207K
|
3.05K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-407- 1.86% |
$21.9K - $27.6K
|
21.5K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
183New |
$9.85K - $12.4K
|
183
$12.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-609- 4.77% |
$32.8K - $41.3K
|
12.2K
$844K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.03% |
$485 - $610
|
26.2K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.55K+ 54.7% |
$191K - $240K
|
10K
$696K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.53KNew |
$298K - $375K
|
5.53K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-156- 1.6% |
$8.4K - $10.6K
|
9.6K
$666K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 15.46% |
$57.2K - $71.9K
|
5.81K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 43.32% |
$9.42K - $11.9K
|
579
$40.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
660KNew |
$35.5M - $44.7M
|
660K
$45.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 8.85% |
$122K - $154K
|
23.4K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
69+ 1.72% |
$3.72K - $4.67K
|
4.07K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.81K+ 27.35% |
$151K - $190K
|
13.1K
$908K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.93K- 10.54% |
$158K - $199K
|
24.9K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
60+ 1.68% |
$3.23K - $4.06K
|
3.62K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.31% |
$323 - $406
|
463
$32.2K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99New |
$5.43K - $6.15K
|
99
$6.87K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.62K- 53.12% |
$363K - $411K
|
5.84K
$405K
|
|