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 |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-12.1K- 15.08% |
$988K - $1.22M
|
68.4K
$7.38M
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
8+ 0.08% |
$651 - $807
|
9.98K
$1.08M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.02K+ 774.81% |
$82.6K - $102K
|
1.15K
$124K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-162- 1.06% |
$13.2K - $16.3K
|
15.2K
$1.64M
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.28K+ 1.6% |
$104K - $129K
|
80.9K
$8.73M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-169K- 22.57% |
$13.8M - $17.1M
|
581K
$62.7M
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.05K- 9.38% |
$167K - $207K
|
19.8K
$2.14M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.46K- 2.49% |
$363K - $450K
|
174K
$18.8M
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.96K+ 5.43% |
$485K - $601K
|
116K
$12.5M
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-453- 0.71% |
$36.9K - $45.7K
|
62.9K
$6.79M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36K+ 3.34% |
$2.93M - $3.63M
|
1.11M
$120M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
144K+ 16.46% |
$11.7M - $14.5M
|
1.02M
$110M
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
137K+ 54.82% |
$11.2M - $13.8M
|
388K
$41.8M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.28K+ 68.46% |
$593K - $734K
|
17.9K
$1.93M
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7+ 0.09% |
$570 - $706
|
7.88K
$850K
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
176KNew |
$14.3M - $17.7M
|
176K
$19M
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21.6K+ 89.95% |
$1.75M - $2.17M
|
45.5K
$4.91M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1K+ 60.99% |
$81.5K - $101K
|
2.65K
$285K
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.86K+ 36.57% |
$558K - $691K
|
25.6K
$2.76M
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
61.4K+ 80.46% |
$5M - $6.19M
|
138K
$14.9M
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
342+ 2.84% |
$27.8K - $34.5K
|
12.4K
$1.34M
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-60.5K- 18.81% |
$4.92M - $6.1M
|
261K
$28.2M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-761- 19.24% |
$61.9K - $76.7K
|
3.2K
$345K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.2K+ 6.53% |
$1.32M - $1.63M
|
264K
$28.5M
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
474New |
$38.6K - $47.8K
|
474
$51.2K
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.87K- 1.1% |
$233K - $289K
|
257K
$27.7M
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
42.8K+ 292.46% |
$3.49M - $4.32M
|
57.5K
$6.21M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
177+ 13.46% |
$14.4K - $17.8K
|
1.49K
$161K
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-567- 1.29% |
$46.1K - $57.2K
|
43.3K
$4.67M
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
27.1K+ 194.62% |
$2.2M - $2.73M
|
41K
$4.42M
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
22.6K+ 3.94% |
$1.84M - $2.28M
|
596K
$64.4M
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
105+ 0.7% |
$8.54K - $10.6K
|
15.1K
$1.63M
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
29.4K+ 11.03% |
$2.39M - $2.96M
|
296K
$31.9M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
65.4K+ 21.74% |
$5.32M - $6.59M
|
366K
$39.5M
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
15+ 0.31% |
$1.22K - $1.51K
|
4.83K
$522K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-656- 70.92% |
$53.4K - $66.1K
|
269
$29K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-853- 17.46% |
$69.4K - $86K
|
4.03K
$435K
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.3K+ 0.75% |
$106K - $131K
|
175K
$18.9M
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.25K+ 11.32% |
$102K - $126K
|
12.3K
$1.32M
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.18K+ 51.33% |
$96.1K - $119K
|
3.48K
$376K
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.92K+ 130.42% |
$238K - $294K
|
5.16K
$557K
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-626- 2.59% |
$50.9K - $63.1K
|
23.5K
$2.54M
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.01KNew |
$163K - $202K
|
2.01K
$217K
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.71K- 0.4% |
$139K - $173K
|
426K
$46M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-830- 22.33% |
$67.5K - $83.7K
|
2.89K
$312K
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-6.84K- 23.45% |
$557K - $690K
|
22.3K
$2.41M
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
11+ 0.48% |
$895 - $1.11K
|
2.28K
$247K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-4.81K- 3.11% |
$391K - $485K
|
150K
$16.2M
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
19.1KNew |
$1.56M - $1.93M
|
19.1K
$2.07M
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-137K- 54.72% |
$11.2M - $13.8M
|
113K
$12.2M
|