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 |
---|---|---|---|---|---|---|---|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
106+ 0.31% |
$9.61K - $10.8K
|
33.9K
$3.24M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.16KNew |
$105K - $118K
|
1.16K
$110K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.07K- 53.21% |
$642K - $718K
|
6.22K
$594K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36- 0.91% |
$3.27K - $3.66K
|
3.92K
$374K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16.9K+ 7.86% |
$1.53M - $1.72M
|
232K
$22.1M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
242+ 0.8% |
$21.9K - $24.6K
|
30.4K
$2.9M
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-29.4K- 56.88% |
$2.67M - $2.99M
|
22.3K
$2.13M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
91.5K+ 1271.25% |
$8.3M - $9.29M
|
98.7K
$9.42M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.14K+ 30.05% |
$285K - $319K
|
13.6K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.33KNew |
$393K - $440K
|
4.33K
$413K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 25.9% |
$13.2M - $14.8M
|
706K
$67.4M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63.1K- 5.07% |
$5.72M - $6.41M
|
1.18M
$113M
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.66K+ 8.63% |
$151K - $169K
|
20.9K
$2M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.53K+ 20.53% |
$139K - $156K
|
9K
$859K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$90.7 - $102
|
11.1K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.68K- 1.35% |
$515K - $577K
|
414K
$39.5M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.7K+ 74.28% |
$3.33M - $3.73M
|
86.1K
$8.22M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.92K+ 35.47% |
$264K - $296K
|
11.1K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-40- 0.2% |
$3.63K - $4.06K
|
19.7K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 25.64% |
$166K - $186K
|
5.32K
$507K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.95KNew |
$177K - $198K
|
1.95K
$187K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
820New |
$74.4K - $83.3K
|
820
$78.3K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.1K- 13.59% |
$2.82M - $3.16M
|
198K
$18.9M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.44KNew |
$402K - $451K
|
4.44K
$423K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.43K- 2.63% |
$402K - $450K
|
164K
$15.6M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-707- 0.16% |
$64.1K - $71.8K
|
442K
$42.2M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.72K+ 0.92% |
$156K - $175K
|
189K
$18.1M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
46+ 0.54% |
$4.17K - $4.67K
|
8.59K
$820K
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
15.7K+ 176.12% |
$1.42M - $1.59M
|
24.6K
$2.35M
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
15.2K+ 18.64% |
$1.38M - $1.55M
|
97K
$9.26M
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-243- 9.14% |
$22K - $24.7K
|
2.42K
$231K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84K- 6.77% |
$7.62M - $8.53M
|
1.16M
$110M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400+ 40.0% |
$36.3K - $40.6K
|
1.4K
$134K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.53K- 14.31% |
$139K - $156K
|
9.17K
$875K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-18- 0.76% |
$1.63K - $1.83K
|
2.35K
$224K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$301K - $337K
|
3.32K
$317K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.4K+ 14.5% |
$3.58M - $4.01M
|
311K
$29.7M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
8.23KNew |
$747K - $836K
|
8.23K
$786K
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.85K+ 5.64% |
$802K - $898K
|
166K
$15.8M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
361+ 6.04% |
$32.7K - $36.7K
|
6.34K
$605K
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
8.41K+ 1.62% |
$763K - $854K
|
528K
$50.4M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-47.3K- 47.44% |
$4.29M - $4.8M
|
52.4K
$5M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.53K+ 20.55% |
$864K - $968K
|
55.9K
$5.33M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
217K+ 49.27% |
$19.7M - $22.1M
|
658K
$62.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2K+ 180.43% |
$5.73M - $6.42M
|
98.2K
$9.38M
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-65.1K- 17.52% |
$5.9M - $6.61M
|
306K
$29.2M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-417K- 30.88% |
$37.9M - $42.4M
|
934K
$89.2M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.64K- 39.66% |
$330K - $370K
|
5.54K
$528K
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
267K+ 44.06% |
$24.2M - $27.1M
|
872K
$83.2M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.14K- 1.11% |
$284K - $318K
|
279K
$26.7M
|