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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-2.93K- 10.54% |
$158K - $199K
|
24.9K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
60+ 1.68% |
$3.23K - $4.06K
|
3.62K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.31% |
$323 - $406
|
463
$31.3K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
485+ 3.97% |
$26.6K - $30.1K
|
12.7K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-347- 0.62% |
$19K - $21.6K
|
55.6K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99New |
$5.43K - $6.15K
|
99
$6.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 8.2% |
$56.7K - $64.2K
|
11.6K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.69KNew |
$258K - $291K
|
4.69K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
124+ 9.28% |
$6.81K - $7.7K
|
1.46K
$98.8K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.6K- 6.93% |
$689K - $780K
|
169K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.6K- 38.13% |
$692K - $784K
|
20.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-87.5K- 31.64% |
$4.8M - $5.43M
|
189K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.62K- 53.12% |
$363K - $411K
|
5.84K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-398- 14.33% |
$21.8K - $24.7K
|
2.38K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88.9KNew |
$4.88M - $5.52M
|
88.9K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
6.64KNew |
$364K - $412K
|
6.64K
$449K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.36K+ 766.67% |
$74.5K - $84.3K
|
1.53K
$104K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 18.85% |
$671K - $760K
|
52.6K
$3.56M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-261- 99.24% |
$14.3K - $16.2K
|
2
$135
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 19.23% |
$54.9K - $62.1K
|
6.2K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-52- 0.41% |
$2.85K - $3.23K
|
12.8K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-416- 0.72% |
$22.8K - $25.8K
|
57.5K
$3.89M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17- 0.31% |
$933 - $1.06K
|
5.48K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-224- 0.69% |
$12.3K - $13.9K
|
32K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$535K - $606K
|
9.75K
$660K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.63KNew |
$309K - $350K
|
5.63K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.3K+ 80.29% |
$291K - $329K
|
11.9K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
978+ 9.54% |
$53.7K - $60.7K
|
11.2K
$759K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-703- 14.24% |
$38.6K - $43.7K
|
4.24K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.22K- 5.58% |
$67.1K - $76K
|
20.7K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.98KNew |
$383K - $433K
|
6.98K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-191- 27.8% |
$10.5K - $11.9K
|
496
$33.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 36.81% |
$101K - $115K
|
6.86K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 29.18% |
$80.4K - $90.9K
|
6.48K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-771- 33.77% |
$42.3K - $47.9K
|
1.51K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-958- 3.83% |
$52.6K - $59.5K
|
24.1K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.48KNew |
$191K - $216K
|
3.48K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.12K- 18.51% |
$116K - $131K
|
9.31K
$630K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-486- 6.61% |
$26.7K - $30.2K
|
6.87K
$465K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
26.1K+ 225.25% |
$1.43M - $1.62M
|
37.6K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.7K+ 19.85% |
$93.3K - $106K
|
10.3K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 11.73% |
$126K - $143K
|
21.9K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 20.12% |
$355K - $402K
|
25.7K
$1.74M
|
|
| Q4 2024 | |||||||
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.44KNew |
$136K - $146K
|
2.44K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
116+ 1.35% |
$6.45K - $6.95K
|
8.74K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.67K+ 2.37% |
$259K - $279K
|
201K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.89KNew |
$272K - $293K
|
4.89K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$704K - $759K
|
12.7K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
711+ 1.05% |
$39.5K - $42.6K
|
68.4K
$4.62M
|
|