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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
279New |
$26.3K - $28.5K
|
279
$30.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
$47.2K - $51K
|
500
$54K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
148New |
$14K - $15.1K
|
148
$16K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.46KNew |
$327K - $353K
|
3.46K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 1.2% |
$3.77K - $4.08K
|
3.28K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.1K- 26.27% |
$199K - $215K
|
5.91K
$637K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
66.4KNew |
$6.27M - $6.78M
|
66.4K
$7.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
530+ 1.15% |
$50K - $54.1K
|
46.6K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
94New |
$8.87K - $9.59K
|
94
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.06K- 9.19% |
$100K - $108K
|
10.5K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.56K+ 2.43% |
$336K - $364K
|
150K
$16.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10- 5.18% |
$944 - $1.02K
|
183
$19.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11New |
$1.04K - $1.12K
|
11
$1.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-184- 2.59% |
$17.4K - $18.8K
|
6.93K
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$9.44K - $10.2K
|
100
$10.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.9KNew |
$651K - $704K
|
6.9K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.53KNew |
$333K - $360K
|
3.53K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
118+ 4.11% |
$11.1K - $12K
|
2.99K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6New |
$566 - $612
|
6
$648
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.26KNew |
$214K - $231K
|
2.26K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-76- 1.35% |
$7.17K - $7.76K
|
5.57K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.52K- 99.83% |
$616K - $666K
|
11
$1.19K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 127.5% |
$120K - $130K
|
2.28K
$246K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
996New |
$94K - $102K
|
996
$107K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.3KNew |
$1.58M - $1.74M
|
18.3K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.53KNew |
$391K - $431K
|
4.53K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
39+ 0.6% |
$3.36K - $3.71K
|
6.55K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.66KNew |
$747K - $824K
|
8.66K
$935K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52New |
$4.49K - $4.95K
|
52
$5.61K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.12KNew |
$442K - $487K
|
5.12K
$553K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.49K- 22.47% |
$129K - $142K
|
5.14K
$555K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-97- 3.6% |
$8.37K - $9.23K
|
2.6K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.13KNew |
$184K - $202K
|
2.13K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.2KNew |
$535K - $590K
|
6.2K
$669K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.47KNew |
$213K - $235K
|
2.47K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65KNew |
$315K - $347K
|
3.65K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.17KNew |
$101K - $111K
|
1.17K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-140- 6.08% |
$12.1K - $13.3K
|
2.16K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.6KNew |
$7.99M - $8.81M
|
92.6K
$10M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 11.45% |
$2.07M - $2.28M
|
233K
$25.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-39.5K- 14.7% |
$3.41M - $3.76M
|
230K
$24.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.5K+ 27.72% |
$6.6M - $7.28M
|
352K
$38M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.97% |
$4.31K - $4.76K
|
2.49K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-59- 2.38% |
$5.09K - $5.61K
|
2.42K
$261K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
22+ 0.35% |
$1.9K - $2.09K
|
6.24K
$673K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2025
Q2 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
505+ 7.08% |
$42.7K - $45.8K
|
7.63K
$824K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
32.8K+ 61.51% |
$2.77M - $2.97M
|
86.1K
$9.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-494- 33.58% |
$41.8K - $44.8K
|
977
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
83.2KNew |
$7.03M - $7.54M
|
83.2K
$8.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.99KNew |
$338K - $362K
|
3.99K
$431K
|
|