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 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.43KNew |
$384K - $494K
|
8.43K
$552K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28+ 0.62% |
$1.28K - $1.64K
|
4.51K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-219- 5.47% |
$9.98K - $12.8K
|
3.78K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
412KNew |
$18.8M - $24.1M
|
412K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$410 - $528
|
5.61K
$367K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49New |
$2.39K - $2.62K
|
49
$3.21K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
288+ 45.43% |
$14K - $15.4K
|
922
$60.4K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-502- 43.43% |
$24.5K - $26.8K
|
654
$42.8K
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
224KNew |
$10.9M - $11.9M
|
224K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.2KNew |
$3.27M - $3.58M
|
67.2K
$4.4M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-19- 0.31% |
$926 - $1.01K
|
6.11K
$400K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-155- 2.25% |
$7.82K - $8.76K
|
6.73K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
691+ 5.19% |
$34.9K - $39.1K
|
14K
$917K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700New |
$34.2K - $39.3K
|
700
$45.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.84KNew |
$482K - $553K
|
9.84K
$644K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-55- 29.73% |
$2.49K - $2.72K
|
130
$8.51K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.83K+ 2769.61% |
$123K - $136K
|
2.93K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
457+ 319.58% |
$19.8K - $22K
|
600
$39.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.76KNew |
$217K - $254K
|
5.76K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
880New |
$33.1K - $38.8K
|
880
$57.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122KNew |
$4.58M - $5.37M
|
122K
$7.97M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
136+ 1.28% |
$5.27K - $6.1K
|
10.7K
$702K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11KNew |
$478K - $563K
|
11K
$720K
|
|