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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.74KNew |
$216K - $278K
|
4.74K
$299K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.33K+ 13.79% |
$60.6K - $78K
|
11K
$692K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.37KNew |
$62.2K - $80K
|
1.37K
$86K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.2K- 14.9% |
$964K - $1.24M
|
121K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
32.2KNew |
$1.47M - $1.89M
|
32.2K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4K+ 312.76% |
$748K - $963K
|
21.7K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.36K- 37.87% |
$107K - $138K
|
3.87K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-768- 8.6% |
$35K - $45K
|
8.16K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1K+ 40.52% |
$690K - $888K
|
52.5K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19K- 37.68% |
$866K - $1.11M
|
31.4K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 1.16% |
$228 - $293
|
437
$27.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 18.18% |
$91.1 - $117
|
13
$819
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.87K+ 36.36% |
$85.2K - $110K
|
7.01K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-888- 5.75% |
$40.5K - $52.1K
|
14.6K
$917K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4KNew |
$475K - $611K
|
10.4K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 4.93% |
$128K - $164K
|
54K
$3.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
500+ 15.72% |
$22.8K - $29.3K
|
3.68K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-241- 8.2% |
$11K - $14.1K
|
2.7K
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.82K+ 127.57% |
$265K - $341K
|
10.4K
$654K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 5.61% |
$97.4K - $125K
|
40.3K
$2.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
29+ 2.6% |
$1.32K - $1.7K
|
1.15K
$72.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
258+ 3.54% |
$11.8K - $15.1K
|
7.55K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4.2K+ 46611.11% |
$191K - $246K
|
4.2K
$265K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.36KNew |
$199K - $256K
|
4.36K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
11.9K+ 16.85% |
$542K - $697K
|
82.5K
$5.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.43KNew |
$384K - $494K
|
8.43K
$531K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
175+ 0.78% |
$7.97K - $10.3K
|
22.7K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
16+ 0.34% |
$729 - $938
|
4.74K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.55K- 13.85% |
$70.8K - $91.1K
|
9.66K
$609K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28+ 0.62% |
$1.28K - $1.64K
|
4.51K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.9K+ 39.79% |
$86.5K - $111K
|
6.67K
$420K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-219- 5.47% |
$9.98K - $12.8K
|
3.78K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.07% |
$273 - $352
|
8.97K
$565K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.45KNew |
$157K - $203K
|
3.45K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-906- 9.52% |
$41.3K - $53.1K
|
8.61K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-33- 0.49% |
$1.5K - $1.93K
|
6.69K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-532- 11.79% |
$24.2K - $31.2K
|
3.98K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
412KNew |
$18.8M - $24.1M
|
412K
$25.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 11.97% |
$99.8K - $128K
|
20.5K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$410 - $528
|
5.61K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.42K+ 23.73% |
$64.7K - $83.3K
|
7.41K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-178- 1.25% |
$8.11K - $10.4K
|
14K
$884K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.58KNew |
$163K - $210K
|
3.58K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.01% |
$228 - $293
|
499
$31.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49New |
$2.39K - $2.62K
|
49
$3.09K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
288+ 45.43% |
$14K - $15.4K
|
922
$58.1K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-502- 43.43% |
$24.5K - $26.8K
|
654
$41.2K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.2KNew |
$3.27M - $3.58M
|
67.2K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
224KNew |
$10.9M - $11.9M
|
224K
$14.1M
|
|