Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSE) 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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4KNew |
$1.82M - $2M
|
37.4K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-312- 3.38% |
$15.2K - $16.7K
|
8.93K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49New |
$2.39K - $2.62K
|
49
$2.72K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
288+ 45.43% |
$14K - $15.4K
|
922
$51.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.33K- 5.54% |
$406K - $445K
|
142K
$7.89M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 77.25% |
$869K - $952K
|
5.25K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.7K- 40.05% |
$1.64M - $1.8M
|
50.4K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-502- 43.43% |
$24.5K - $26.8K
|
654
$36.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
224KNew |
$10.9M - $11.9M
|
224K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.2KNew |
$3.27M - $3.58M
|
67.2K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.29K+ 77.85% |
$62.7K - $68.6K
|
2.94K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
685+ 27.45% |
$33.4K - $36.6K
|
3.18K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11New |
$536 - $587
|
11
$611
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 24.61% |
$903K - $989K
|
56.8K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-4.17K- 99.78% |
$203K - $222K
|
9
$500
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 0.97% |
$1.9K - $2.08K
|
4K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.73K- 13.06% |
$279K - $306K
|
38.1K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-19- 0.31% |
$926 - $1.01K
|
6.11K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-403- 8.12% |
$19.6K - $21.5K
|
4.56K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.72KNew |
$328K - $359K
|
6.72K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-864- 7.15% |
$42.1K - $46.1K
|
11.2K
$623K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.73KNew |
$230K - $252K
|
4.73K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
914+ 6.29% |
$44.5K - $48.8K
|
15.4K
$859K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
450+ 2.04% |
$21.9K - $24K
|
22.5K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
677+ 16.53% |
$33K - $36.1K
|
4.77K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.9K- 33.69% |
$239K - $262K
|
9.65K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8- 0.71% |
$390 - $427
|
1.12K
$62K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
125+ 1.74% |
$6.09K - $6.67K
|
7.29K
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.11K- 7.27% |
$54.2K - $59.4K
|
14.2K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
44.8K+ 173.31% |
$2.18M - $2.39M
|
70.6K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
815+ 15.75% |
$39.7K - $43.5K
|
5.99K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
53+ 0.56% |
$2.58K - $2.83K
|
9.52K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
494New |
$24.1K - $26.4K
|
494
$27.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-50- 0.27% |
$2.44K - $2.67K
|
18.3K
$1.02M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-155- 2.25% |
$7.82K - $8.76K
|
6.73K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.66K+ 7.98% |
$386K - $433K
|
104K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-977- 28.16% |
$49.3K - $55.2K
|
2.49K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.22KNew |
$314K - $352K
|
6.22K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
691+ 5.19% |
$34.9K - $39.1K
|
14K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$754K - $844K
|
14.9K
$830K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57+ 1.29% |
$2.88K - $3.22K
|
4.48K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
432New |
$21.8K - $24.4K
|
432
$24K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-90- 0.99% |
$4.54K - $5.09K
|
8.96K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.07% |
$202 - $226
|
5.6K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.13KNew |
$259K - $290K
|
5.13K
$285K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700New |
$34.2K - $39.3K
|
700
$38.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.84KNew |
$482K - $553K
|
9.84K
$547K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17- 10.24% |
$809 - $898
|
149
$8.28K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.27% |
$542 - $594
|
4.51K
$251K
|
|