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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.6KNew |
$903K - $922K
|
19.6K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1KNew |
$1.2M - $1.23M
|
26.1K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.8K- 6.76% |
$82.9K - $84.7K
|
24.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$38.1K - $38.9K
|
827
$38.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.78K+ 184.2% |
$220K - $225K
|
7.38K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-78.1K- 78.87% |
$3.6M - $3.67M
|
20.9K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.3K+ 5.98% |
$890K - $909K
|
343K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27+ 4.11% |
$1.24K - $1.27K
|
684
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.6K- 53.78% |
$674K - $688K
|
12.6K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19.6KNew |
$903K - $922K
|
19.6K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.87K- 9.58% |
$270K - $276K
|
55.4K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 4.98% |
$95.4K - $97.5K
|
39.6K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.6KNew |
$166K - $169K
|
3.6K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.58K+ 11.71% |
$211K - $215K
|
43.7K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 11.46% |
$640K - $654K
|
108K
$4.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4K+ 4.94% |
$803K - $820K
|
371K
$17.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
30.9KNew |
$1.42M - $1.45M
|
30.9K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11K+ 21.91% |
$504K - $515K
|
61K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.29K+ 1.96% |
$106K - $108K
|
119K
$5.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-384- 0.68% |
$17.7K - $18K
|
56.3K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 12.76% |
$170K - $174K
|
32.7K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-735- 0.75% |
$33.8K - $34.5K
|
97.6K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.97K+ 20.62% |
$413K - $422K
|
52.5K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
125+ 1.41% |
$5.75K - $5.88K
|
9.01K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.3K+ 5.27% |
$428K - $437K
|
186K
$8.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 2.93% |
$322 - $329
|
246
$11.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
126+ 1.44% |
$5.8K - $5.92K
|
8.86K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
34.8K+ 317.01% |
$1.6M - $1.63M
|
45.7K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
24.1KNew |
$1.11M - $1.13M
|
24.1K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.01K+ 5.7% |
$231K - $236K
|
93K
$4.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.56K+ 22.92% |
$71.9K - $73.4K
|
8.38K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
288KNew |
$13.3M - $13.5M
|
288K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-910- 2.02% |
$41.9K - $42.8K
|
44.3K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.21M+ 532.48% |
$102M - $104M
|
2.63M
$122M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
839+ 9.96% |
$38.6K - $39.4K
|
9.26K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
205+ 3.9% |
$9.43K - $9.64K
|
5.46K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.38K+ 30.26% |
$63.7K - $65K
|
5.96K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
776+ 4.04% |
$35.7K - $36.5K
|
20K
$927K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
902+ 7.82% |
$41.5K - $42.4K
|
12.4K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.28K+ 5.15% |
$289K - $295K
|
128K
$5.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
38.7K+ 2.78% |
$1.78M - $1.82M
|
1.43M
$66.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.89K+ 3.33% |
$271K - $277K
|
183K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.04K+ 15.11% |
$47.7K - $48.7K
|
7.9K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
51.8KNew |
$2.39M - $2.44M
|
51.8K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.95KNew |
$458K - $468K
|
9.95K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
27.6K+ 19.51% |
$1.27M - $1.3M
|
169K
$7.83M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.1KNew |
$1.8M - $1.85M
|
39.1K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.25K- 37.99% |
$57.5K - $59K
|
2.04K
$94.5K
|
|