Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSU)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSU) 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 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
544+ 70.1% |
$30K - $37.3K
|
1.32K
$94.6K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.91K+ 149.01% |
$271K - $337K
|
8.21K
$588K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.3K- 15.39% |
$956K - $1.19M
|
95.2K
$6.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.22K- 23.03% |
$67.1K - $83.4K
|
4.06K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.24K- 2.35% |
$179K - $222K
|
135K
$9.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.7KNew |
$1.53M - $1.9M
|
27.7K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-27.7K- 6.12% |
$1.53M - $1.9M
|
425K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.4K- 13.23% |
$132K - $164K
|
15.7K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-24- 0.12% |
$1.33K - $1.65K
|
19.5K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14KNew |
$771K - $957K
|
14K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.42K- 2.36% |
$133K - $166K
|
100K
$7.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 114.05% |
$60.5K - $75.2K
|
2.06K
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.28% |
$331 - $412
|
2.16K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 472.66% |
$5.98M - $7.43M
|
131K
$9.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
389+ 2.51% |
$21.5K - $26.7K
|
15.9K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.11K+ 22.56% |
$172K - $213K
|
16.9K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.79KNew |
$264K - $328K
|
4.79K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-152- 0.7% |
$8.39K - $10.4K
|
21.7K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.16K- 10.6% |
$285K - $354K
|
43.5K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-644- 9.33% |
$35.6K - $44.2K
|
6.26K
$448K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
92+ 1.56% |
$5.08K - $6.31K
|
5.99K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.05K+ 1.8% |
$113K - $140K
|
116K
$8.28M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
374+ 22.2% |
$20.7K - $25.7K
|
2.06K
$148K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.16K+ 41.96% |
$174K - $217K
|
10.7K
$766K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
159+ 6.82% |
$8.78K - $10.9K
|
2.49K
$178K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.16K+ 4.88% |
$119K - $148K
|
46.4K
$3.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.17K+ 43380.0% |
$120K - $149K
|
2.17K
$156K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
184+ 2.05% |
$10.2K - $12.6K
|
9.16K
$656K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 152.67% |
$1.23M - $1.52M
|
36.7K
$2.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
232+ 61.87% |
$12.8K - $15.9K
|
607
$43.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
50.5KNew |
$2.79M - $3.47M
|
50.5K
$3.62M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.34K- 12.45% |
$74.2K - $92.2K
|
9.45K
$677K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-394- 3.51% |
$21.8K - $27K
|
10.8K
$776K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.25K+ 12.44% |
$235K - $292K
|
38.4K
$2.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.11% |
$276 - $343
|
4.71K
$337K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
175+ 4.45% |
$9.66K - $12K
|
4.11K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-419- 1.32% |
$23.1K - $28.7K
|
31.2K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-691- 42.52% |
$38.2K - $47.4K
|
934
$66.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-12.1K- 74.28% |
$670K - $832K
|
4.2K
$301K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
81+ 0.25% |
$4.47K - $5.56K
|
33K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-164- 0.49% |
$9.06K - $11.3K
|
33.4K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 81.38% |
$611K - $759K
|
24.7K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.96K+ 80.4% |
$274K - $340K
|
11.1K
$796K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.54% |
$3.31K - $4.12K
|
11K
$789K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.96K+ 16.44% |
$219K - $272K
|
28.1K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.47K+ 30.22% |
$302K - $375K
|
23.6K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
16K+ 15.77% |
$883K - $1.1M
|
117K
$8.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.23MNew |
$67.9M - $84.4M
|
1.23M
$88.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.66K+ 73.75% |
$257K - $320K
|
11K
$787K
|