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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.85K- 13.58% |
$175K - $197K
|
18.1K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.56K+ 20.9% |
$157K - $177K
|
14.8K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.66K- 1.19% |
$102K - $115K
|
138K
$8.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.26K- 63.67% |
$568K - $639K
|
5.28K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$13.9K - $15.6K
|
226
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8K+ 8.47% |
$491K - $552K
|
102K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
318+ 58.78% |
$19.5K - $22K
|
859
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-50.3K- 30.9% |
$3.09M - $3.48M
|
112K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
73.3K+ 19.31% |
$4.5M - $5.06M
|
453K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.51KNew |
$461K - $519K
|
7.51K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.2K+ 9.54% |
$73.7K - $82.9K
|
13.8K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
590+ 12.47% |
$36.2K - $40.8K
|
5.32K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
732+ 8.88% |
$44.9K - $50.6K
|
8.97K
$553K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.69KNew |
$103K - $116K
|
1.69K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$6.39M - $7.19M
|
104K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 2.83% |
$82.3K - $92.6K
|
48.7K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 55.11% |
$72.5K - $81.5K
|
961
$59.2K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.11K- 99.76% |
$130K - $146K
|
5
$308
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-145- 0.46% |
$8.9K - $10K
|
31.6K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.9K- 3.32% |
$240K - $270K
|
114K
$7M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$1.48M - $1.66M
|
24.1K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.54K+ 59.37% |
$524K - $590K
|
22.9K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-801- 2.29% |
$49.2K - $55.3K
|
34.2K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
784+ 24.89% |
$48.1K - $54.2K
|
3.93K
$242K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.55K- 34.0% |
$218K - $246K
|
6.9K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-595- 3.7% |
$36.5K - $41.1K
|
15.5K
$955K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
491+ 4.57% |
$30.1K - $33.9K
|
11.2K
$692K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
691+ 73.98% |
$42.4K - $47.7K
|
1.63K
$100K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.89K- 8.8% |
$116K - $130K
|
19.6K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.33% |
$430 - $484
|
2.15K
$133K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.53KNew |
$462K - $520K
|
7.53K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
373+ 6.76% |
$22.9K - $25.8K
|
5.89K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
392+ 102.08% |
$24.1K - $27.1K
|
776
$47.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.11% |
$307 - $345
|
4.7K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.98K+ 25.76% |
$183K - $206K
|
14.5K
$896K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.04K+ 17.65% |
$125K - $141K
|
13.6K
$838K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
264+ 12.77% |
$16.2K - $18.2K
|
2.33K
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-77- 1.2% |
$4.73K - $5.32K
|
6.32K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.5K+ 10.09% |
$91.9K - $103K
|
16.3K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
375New |
$23K - $25.9K
|
375
$23.1K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
10.8KNew |
$663K - $746K
|
10.8K
$665K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-3.14K- 6.64% |
$193K - $217K
|
44.2K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
100+ 1.12% |
$6.14K - $6.91K
|
9.06K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.01% |
$184 - $207
|
33.6K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.49KNew |
$398K - $448K
|
6.49K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-1.51K- 2.27% |
$93K - $105K
|
65.3K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.19K- 9.1% |
$134K - $151K
|
21.8K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-158- 3.05% |
$9.7K - $10.9K
|
5.02K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
3.87K+ 47.41% |
$238K - $268K
|
12K
$742K
|