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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
10.2KNew |
$961K - $1.04M
|
10.2K
$1.03M
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.35KNew |
$599K - $648K
|
6.35K
$639K
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
49.6K+ 548.18% |
$4.68M - $5.06M
|
58.7K
$5.9M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
30.1K+ 5.13% |
$2.84M - $3.08M
|
617K
$62.1M
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.97K- 3.96% |
$186K - $201K
|
47.7K
$4.8M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6New |
$566 - $612
|
6
$604
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.08K+ 10.32% |
$479K - $518K
|
54.3K
$5.47M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 41.42% |
$2.74M - $2.97M
|
41.1K
$4.14M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-202- 1.71% |
$19.1K - $20.6K
|
11.6K
$1.17M
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
180K+ 76.39% |
$17M - $18.4M
|
416K
$41.9M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.3K+ 27.49% |
$1.91M - $2.07M
|
94K
$9.46M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.08% |
$472 - $510
|
6.31K
$635K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-621- 2.05% |
$58.6K - $63.4K
|
29.7K
$2.99M
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.11K+ 0.67% |
$105K - $113K
|
167K
$16.8M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.34% |
$3.49K - $3.78K
|
10.9K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.43K- 34.78% |
$135K - $146K
|
2.68K
$269K
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
858+ 2.68% |
$81K - $87.6K
|
32.9K
$3.31M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.9K+ 5.7% |
$2.26M - $2.44M
|
444K
$44.6M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.8M+ 11619.26% |
$1.87B - $2.02B
|
20M
$2.01B
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.17K+ 4.8% |
$110K - $120K
|
25.6K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-547- 0.55% |
$51.6K - $55.8K
|
98.2K
$9.88M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
124K+ 8.62% |
$11.7M - $12.7M
|
1.57M
$158M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.82K+ 2.31% |
$172K - $186K
|
80.8K
$8.13M
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.1K+ 2.72% |
$2.84M - $3.07M
|
1.14M
$114M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-159- 54.83% |
$15K - $16.2K
|
131
$13.2K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.28% |
$944 - $1.02K
|
3.53K
$355K
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.26KNew |
$214K - $231K
|
2.26K
$228K
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.54K- 23.31% |
$146K - $157K
|
5.08K
$511K
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7.77K+ 6.06% |
$733K - $793K
|
136K
$13.7M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.61K+ 6.95% |
$341K - $369K
|
55.6K
$5.59M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-621- 0.15% |
$58.6K - $63.4K
|
409K
$41.1M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-119- 1.04% |
$11.2K - $12.1K
|
11.4K
$1.14M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-322- 3.49% |
$30.4K - $32.9K
|
8.91K
$897K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-24.4K- 2.3% |
$2.3M - $2.49M
|
1.04M
$104M
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16.1KNew |
$1.51M - $1.64M
|
16.1K
$1.62M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-76- 1.35% |
$7.17K - $7.76K
|
5.57K
$561K
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
376+ 0.31% |
$35.5K - $38.4K
|
121K
$12.2M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 5.8% |
$1.06M - $1.15M
|
205K
$20.6M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.9KNew |
$1.69M - $1.82M
|
17.9K
$1.8M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.21K+ 10.96% |
$397K - $429K
|
42.6K
$4.29M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.4K+ 10.09% |
$1.08M - $1.16M
|
125K
$12.5M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
163+ 1.14% |
$15.4K - $16.6K
|
14.5K
$1.46M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.25K+ 2.68% |
$306K - $331K
|
124K
$12.5M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-595- 0.35% |
$56.1K - $60.7K
|
172K
$17.3M
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
893+ 8.12% |
$84.3K - $91.1K
|
11.9K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
15K+ 4.53% |
$1.42M - $1.53M
|
346K
$34.9M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-43.3K- 31.76% |
$4.09M - $4.42M
|
93.1K
$9.37M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 1.34% |
$661 - $714
|
516
$51.9K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-587- 0.71% |
$55.4K - $59.9K
|
82.3K
$8.28M
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
736+ 0.68% |
$69.4K - $75.1K
|
110K
$11M
|