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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$786K - $851K
|
12.2K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.78K+ 54.12% |
$307K - $332K
|
13.6K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 0.79% |
$71.8K - $77.7K
|
140K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
586+ 2.51% |
$37.7K - $40.8K
|
23.9K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.58K+ 7.69% |
$294K - $318K
|
64.1K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.44K+ 37.61% |
$221K - $239K
|
12.6K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
8.96KNew |
$576K - $623K
|
8.96K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
16.6KNew |
$1.07M - $1.15M
|
16.6K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.5KNew |
$934K - $1.01M
|
14.5K
$997K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
756+ 7.57% |
$48.6K - $52.6K
|
10.7K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.92K+ 2.87% |
$574K - $621K
|
319K
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.5K+ 92.86% |
$2.92M - $3.16M
|
94.4K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-9.47K- 2.43% |
$609K - $659K
|
379K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 19.32% |
$120K - $130K
|
11.6K
$793K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 4.76% |
$67.4K - $73K
|
21K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.71K- 31.8% |
$431K - $467K
|
14.4K
$987K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-611- 15.51% |
$39.3K - $42.5K
|
3.33K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
680+ 0.58% |
$43.7K - $47.3K
|
117K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.89K+ 1.81% |
$186K - $201K
|
163K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6+ 0.13% |
$386 - $418
|
4.7K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.12KNew |
$136K - $147K
|
2.12K
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-275- 11.74% |
$17.7K - $19.1K
|
2.07K
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 147.8% |
$82.1K - $88.9K
|
2.14K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.05K+ 59.01% |
$132K - $143K
|
5.52K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 6.77% |
$19.3K - $20.9K
|
4.73K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 3.03% |
$95K - $103K
|
47.3K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15- 0.14% |
$964 - $1.04K
|
10.5K
$717K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.15KNew |
$138K - $149K
|
2.15K
$147K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
931+ 7.98% |
$59.9K - $64.8K
|
12.6K
$864K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.54KNew |
$99K - $107K
|
1.54K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.3K+ 41.5% |
$660K - $714K
|
35K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-382- 1.13% |
$24.6K - $26.6K
|
33.6K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.15KNew |
$203K - $219K
|
3.15K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.38K+ 41.03% |
$153K - $165K
|
8.17K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 19.32% |
$120K - $130K
|
11.6K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 4.07% |
$251K - $272K
|
100K
$6.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17.5K+ 58.71% |
$1.13M - $1.22M
|
47.3K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.16K- 3.53% |
$74.8K - $81K
|
31.8K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
10+ 0.19% |
$643 - $696
|
5.19K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-60- 0.4% |
$3.86K - $4.18K
|
14.8K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1K- 5.87% |
$64.5K - $69.8K
|
16.1K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26+ 7.26% |
$1.67K - $1.81K
|
384
$26.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
935+ 27.58% |
$60.1K - $65.1K
|
4.33K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-11.7K- 14.86% |
$749K - $811K
|
66.8K
$4.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
473+ 4.72% |
$30.4K - $32.9K
|
10.5K
$719K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.56% |
$1.95K - $2.15K
|
5.9K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-208- 0.96% |
$12.3K - $13.6K
|
21.5K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-312- 8.65% |
$18.4K - $20.4K
|
3.3K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 2.97% |
$1.24K - $1.37K
|
687
$47.1K
|
|