Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUS)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-31.4K- 13.5% |
$2.56M - $3.17M
|
201K
$20.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 34.26% |
$143K - $177K
|
6.89K
$706K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
22.1K+ 30.57% |
$1.8M - $2.23M
|
94.5K
$9.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-126- 5.44% |
$10.3K - $12.7K
|
2.19K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-70- 2.5% |
$5.7K - $7.06K
|
2.73K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.44K+ 9.27% |
$199K - $246K
|
28.8K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23.3K+ 6.79% |
$1.89M - $2.34M
|
366K
$37.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-768K- 86.99% |
$62.5M - $77.5M
|
115K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-26- 0.5% |
$2.12K - $2.62K
|
5.13K
$526K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.49K+ 10.39% |
$203K - $251K
|
26.5K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-32.3K- 30.33% |
$2.62M - $3.25M
|
74.1K
$7.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.87KNew |
$233K - $289K
|
2.87K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 6.65% |
$2.6K - $3.23K
|
449
$46K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.66K- 1.89% |
$135K - $167K
|
86.1K
$8.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.56M+ 218.11% |
$208M - $258M
|
3.74M
$383M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$488 - $605
|
3.03K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4+ 0.06% |
$326 - $403
|
6.29K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
67.6K+ 24.12% |
$5.5M - $6.82M
|
348K
$35.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
14.9K+ 11.88% |
$1.21M - $1.5M
|
140K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
41.7K+ 24.81% |
$3.4M - $4.21M
|
210K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 20.18% |
$88.9K - $110K
|
4.32K
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.29KNew |
$267K - $331K
|
3.29K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15.5K+ 23.04% |
$1.26M - $1.56M
|
82.7K
$8.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10+ 0.31% |
$814 - $1.01K
|
3.21K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16.6K+ 7.29% |
$1.35M - $1.68M
|
245K
$25.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-19.3K- 18.73% |
$1.57M - $1.94M
|
83.6K
$8.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.38K+ 3.98% |
$112K - $139K
|
36K
$3.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
37.9K+ 5.95% |
$3.08M - $3.82M
|
675K
$69.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.2K+ 3.46% |
$97.7K - $121K
|
35.9K
$3.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.76K- 27.94% |
$225K - $279K
|
7.13K
$731K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6K+ 41.92% |
$488K - $605K
|
20.3K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 4.03% |
$933K - $1.16M
|
296K
$30.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.99K+ 1.71% |
$162K - $201K
|
119K
$12.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-6.44K- 11.69% |
$524K - $649K
|
48.7K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.09MNew |
$170M - $211M
|
2.09M
$215M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
106K+ 2162.65% |
$8.62M - $10.7M
|
111K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-17K- 0.56% |
$1.39M - $1.72M
|
3.03M
$311M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.4% |
$1.14K - $1.41K
|
3.54K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-26.7K- 11.41% |
$2.17M - $2.69M
|
207K
$21.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-3.54K- 5.92% |
$288K - $357K
|
56.3K
$5.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.27K+ 12.78% |
$103K - $128K
|
11.2K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 2.97% |
$203K - $252K
|
81.6K
$8.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.35K- 6.18% |
$110K - $136K
|
20.6K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.71K+ 0.32% |
$139K - $172K
|
530K
$54.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.86K- 21.36% |
$152K - $188K
|
6.86K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-279- 1.92% |
$22.7K - $28.1K
|
14.3K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-60.6K- 6.79% |
$4.93M - $6.11M
|
832K
$85.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66K+ 12.42% |
$5.37M - $6.66M
|
598K
$61.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.13KNew |
$174K - $215K
|
2.13K
$219K
|