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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.45KNew |
$157K - $203K
|
3.45K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-906- 9.52% |
$41.3K - $53.1K
|
8.61K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-33- 0.49% |
$1.5K - $1.93K
|
6.69K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 17.37% |
$922K - $1.19M
|
137K
$8.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-532- 11.79% |
$24.2K - $31.2K
|
3.98K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
412KNew |
$18.8M - $24.1M
|
412K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.19K+ 11.97% |
$99.8K - $128K
|
20.5K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$410 - $528
|
5.61K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.42K+ 23.73% |
$64.7K - $83.3K
|
7.41K
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-178- 1.25% |
$8.11K - $10.4K
|
14K
$832K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.58KNew |
$163K - $210K
|
3.58K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.01% |
$228 - $293
|
499
$29.6K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
15+ 0.29% |
$731 - $801
|
5.14K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
288+ 45.43% |
$14K - $15.4K
|
922
$54.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-312- 3.38% |
$15.2K - $16.7K
|
8.93K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49New |
$2.39K - $2.62K
|
49
$2.91K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4KNew |
$1.82M - $2M
|
37.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-502- 43.43% |
$24.5K - $26.8K
|
654
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.7K- 40.05% |
$1.64M - $1.8M
|
50.4K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 77.25% |
$869K - $952K
|
5.25K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.33K- 5.54% |
$406K - $445K
|
142K
$8.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.2KNew |
$3.27M - $3.58M
|
67.2K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.29K+ 77.85% |
$62.7K - $68.6K
|
2.94K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
224KNew |
$10.9M - $11.9M
|
224K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 24.61% |
$903K - $989K
|
56.8K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11New |
$536 - $587
|
11
$652
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
685+ 27.45% |
$33.4K - $36.6K
|
3.18K
$189K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-4.17K- 99.78% |
$203K - $222K
|
9
$534
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 0.97% |
$1.9K - $2.08K
|
4K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.73K- 13.06% |
$279K - $306K
|
38.1K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-19- 0.31% |
$926 - $1.01K
|
6.11K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-403- 8.12% |
$19.6K - $21.5K
|
4.56K
$270K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-864- 7.15% |
$42.1K - $46.1K
|
11.2K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.73KNew |
$230K - $252K
|
4.73K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
914+ 6.29% |
$44.5K - $48.8K
|
15.4K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
450+ 2.04% |
$21.9K - $24K
|
22.5K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
677+ 16.53% |
$33K - $36.1K
|
4.77K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.9K- 33.69% |
$239K - $262K
|
9.65K
$572K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8- 0.71% |
$390 - $427
|
1.12K
$66.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
125+ 1.74% |
$6.09K - $6.67K
|
7.29K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
44.8K+ 173.31% |
$2.18M - $2.39M
|
70.6K
$4.19M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-977- 28.16% |
$49.3K - $55.2K
|
2.49K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-155- 2.25% |
$7.82K - $8.76K
|
6.73K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.22KNew |
$314K - $352K
|
6.22K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
691+ 5.19% |
$34.9K - $39.1K
|
14K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$754K - $844K
|
14.9K
$885K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57+ 1.29% |
$2.88K - $3.22K
|
4.48K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
432New |
$21.8K - $24.4K
|
432
$25.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-90- 0.99% |
$4.54K - $5.09K
|
8.96K
$532K
|
|