Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSF) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 7.97% |
$484K - $491K
|
121K
$5.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.05K+ 1.15% |
$187K - $190K
|
357K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
242K+ 92.17% |
$11.2M - $11.4M
|
504K
$23.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.41K+ 11.51% |
$65.4K - $66.5K
|
13.7K
$642K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
144+ 1.62% |
$6.66K - $6.77K
|
9.04K
$424K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.8K+ 7.63% |
$130K - $132K
|
39.5K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-499- 1.14% |
$23.1K - $23.5K
|
43.2K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.85K+ 6.28% |
$178K - $181K
|
65.2K
$3.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.49K+ 37.55% |
$254K - $258K
|
20.1K
$944K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-20.7K- 67.05% |
$958K - $973K
|
10.2K
$477K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.16K+ 7.11% |
$100K - $102K
|
32.6K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
3.15K+ 10.66% |
$146K - $148K
|
32.7K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.49K+ 31.73% |
$346K - $352K
|
31.1K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-753- 10.17% |
$34.8K - $35.4K
|
6.65K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.48K+ 3.67% |
$115K - $117K
|
70K
$3.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.3K+ 6.2% |
$1.17M - $1.19M
|
434K
$20.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.42K- 1.01% |
$65.6K - $66.7K
|
139K
$6.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 8.7% |
$530K - $538K
|
143K
$6.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.42K+ 4.52% |
$65.8K - $66.8K
|
32.9K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
173+ 0.31% |
$8.01K - $8.14K
|
56.5K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-324- 3.49% |
$15K - $15.2K
|
8.97K
$421K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-275- 0.24% |
$12.7K - $12.9K
|
113K
$5.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
57+ 1.09% |
$2.64K - $2.68K
|
5.28K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.66K+ 12.54% |
$76.9K - $78.1K
|
14.9K
$700K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.3KNew |
$199K - $202K
|
4.3K
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.3K+ 25.91% |
$664K - $675K
|
69.7K
$3.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
39.5K+ 1.5% |
$1.83M - $1.86M
|
2.66M
$125M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
682K+ 110.41% |
$31.6M - $32.1M
|
1.3M
$61M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
42.7K+ 2.92% |
$1.97M - $2.01M
|
1.5M
$70.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-10.5K- 5.25% |
$484K - $492K
|
189K
$8.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-313- 6.16% |
$14.5K - $14.7K
|
4.77K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
429+ 2.16% |
$19.9K - $20.2K
|
20.3K
$951K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.57MNew |
$72.5M - $73.7M
|
1.57M
$73.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 5.62% |
$503K - $511K
|
204K
$9.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.29% |
$1.2K - $1.22K
|
8.91K
$418K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-66K- 99.63% |
$3.03M - $3.08M
|
246
$11.5K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-600- 3.02% |
$27.6K - $28K
|
19.3K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.94KNew |
$457K - $464K
|
9.94K
$466K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.7KNew |
$1.04M - $1.06M
|
22.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
323+ 47.22% |
$14.8K - $15.1K
|
1.01K
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
425+ 14.28% |
$19.5K - $19.9K
|
3.4K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 11.84% |
$142K - $145K
|
29.2K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
698+ 1.76% |
$32.1K - $32.6K
|
40.3K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.6K+ 442.09% |
$2.56M - $2.6M
|
68.2K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
690+ 2.77% |
$31.7K - $32.3K
|
25.6K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-150- 0.17% |
$6.89K - $7.01K
|
85.7K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.48K+ 17.13% |
$344K - $350K
|
51.2K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.86K+ 19.38% |
$407K - $414K
|
54.6K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
750+ 0.77% |
$34.5K - $35.1K
|
98.4K
$4.62M
|
|