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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 15.73% |
$1M - $1.12M
|
81.4K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.9K+ 26.63% |
$2.62M - $2.93M
|
137K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-727- 3.84% |
$65.9K - $73.8K
|
18.2K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.51K+ 254.41% |
$591K - $662K
|
9.07K
$930K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.09K+ 96.53% |
$189K - $212K
|
4.25K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.66K+ 35.02% |
$150K - $168K
|
6.39K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.9K+ 6.28% |
$1.71M - $1.92M
|
319K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-15.9K- 82.31% |
$1.44M - $1.61M
|
3.41K
$350K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.09K- 6.78% |
$98.7K - $111K
|
15K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.16K- 14.73% |
$196K - $220K
|
12.5K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3K+ 3.11% |
$1.02M - $1.15M
|
374K
$38.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.66K+ 18.19% |
$514K - $575K
|
36.8K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
9.04K+ 8.15% |
$819K - $918K
|
120K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-22K- 3.19% |
$1.99M - $2.23M
|
668K
$68.4M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.74K+ 3.94% |
$521K - $583K
|
151K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.4K- 31.76% |
$671K - $752K
|
15.9K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.43KNew |
$583K - $653K
|
6.43K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.2K- 11.92% |
$3.28M - $3.67M
|
267K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$99.8K - $112K
|
1.1K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.6K- 7.61% |
$1.87M - $2.09M
|
250K
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
390+ 3.67% |
$35.4K - $39.6K
|
11K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.02KNew |
$274K - $307K
|
3.02K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 90.1% |
$124K - $139K
|
150
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
11.8K+ 8.05% |
$1.07M - $1.2M
|
159K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
37K+ 311.17% |
$3.36M - $3.76M
|
48.9K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.64K+ 17.88% |
$330K - $369K
|
24K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-39- 0.68% |
$3.54K - $3.96K
|
5.72K
$587K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.97K- 99.95% |
$178K - $200K
|
1
$103
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
234K+ 7.25% |
$21.2M - $23.8M
|
3.46M
$355M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
758+ 11.24% |
$68.8K - $77K
|
7.5K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
190K+ 90.44% |
$17.3M - $19.3M
|
401K
$41.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6K+ 9.79% |
$958K - $1.07M
|
119K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 13.77% |
$1.26M - $1.41M
|
87.2K
$8.94M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
114K+ 20.91% |
$10.3M - $11.6M
|
660K
$67.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
138K+ 22.57% |
$12.5M - $14M
|
748K
$76.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.07K- 14.76% |
$188K - $210K
|
12K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 0.87% |
$6.89K - $7.72K
|
8.82K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
513+ 20.11% |
$46.5K - $52.1K
|
3.06K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 0.96% |
$407K - $456K
|
465K
$47.6M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
29.5K+ 12.43% |
$2.67M - $2.99M
|
266K
$27.3M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
9.5K+ 53.17% |
$862K - $965K
|
27.4K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.75K+ 55.56% |
$158K - $177K
|
4.89K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
18.2K+ 34.03% |
$1.65M - $1.85M
|
71.6K
$7.34M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5- 4.95% |
$454 - $508
|
96
$9.84K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
177+ 0.31% |
$16.1K - $18K
|
57.1K
$5.85M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.16K- 1.74% |
$106K - $118K
|
65.6K
$6.73M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.81K+ 1.82% |
$255K - $285K
|
157K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
110+ 0.12% |
$9.98K - $11.2K
|
95.1K
$9.75M
|