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 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-669- 5.88% |
$60.7K - $68K
|
10.7K
$1.1M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
268New |
$24.3K - $27.2K
|
268
$27.5K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45.8K+ 55.33% |
$4.16M - $4.66M
|
129K
$13.2M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17+ 0.75% |
$1.54K - $1.73K
|
2.29K
$235K
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.47K+ 22.74% |
$315K - $352K
|
18.7K
$1.92M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-443- 2.81% |
$40.2K - $45K
|
15.3K
$1.57M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-483- 1.17% |
$43.8K - $49.1K
|
40.8K
$4.18M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-701- 0.54% |
$63.6K - $71.2K
|
128K
$13.2M
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.6K- 2.17% |
$145K - $163K
|
72.1K
$7.39M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.97K+ 233.15% |
$632K - $708K
|
9.96K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
81+ 3.6% |
$7.35K - $8.23K
|
2.33K
$239K
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8.96KNew |
$812K - $910K
|
8.96K
$918K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8New |
$726 - $813
|
8
$820
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
204New |
$18.5K - $20.7K
|
204
$20.9K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-995- 0.6% |
$90.2K - $101K
|
166K
$17M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
61.7KNew |
$5.6M - $6.27M
|
61.7K
$6.33M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
755+ 6.65% |
$68.5K - $76.7K
|
12.1K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-177K- 39.88% |
$16M - $18M
|
267K
$27.3M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.02K+ 17.72% |
$274K - $307K
|
20.1K
$2.06M
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12.9K+ 2.88% |
$1.17M - $1.31M
|
461K
$47.3M
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.76K- 5.35% |
$250K - $280K
|
48.9K
$5.01M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 0.42% |
$635 - $711
|
1.68K
$172K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29+ 1.88% |
$2.63K - $2.95K
|
1.57K
$161K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
60.8K+ 11.85% |
$5.51M - $6.17M
|
574K
$58.8M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19.9K+ 159.32% |
$1.81M - $2.02M
|
32.4K
$3.33M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25KNew |
$2.26M - $2.54M
|
25K
$2.56M
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
17.2K+ 10.28% |
$1.56M - $1.74M
|
184K
$18.9M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.3% |
$998 - $1.12K
|
3.71K
$380K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.61K+ 7.84% |
$418K - $468K
|
63.4K
$6.5M
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.06K+ 23.43% |
$458K - $513K
|
26.6K
$2.73M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.23K+ 29.12% |
$384K - $430K
|
18.8K
$1.92M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
292New |
$26.5K - $29.7K
|
292
$29.9K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
364+ 1.2% |
$33K - $37K
|
30.6K
$3.14M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
82.3K+ 5384.5% |
$7.47M - $8.36M
|
83.9K
$8.6M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12- 2.33% |
$1.09K - $1.22K
|
504
$51.7K
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.1K+ 8.94% |
$2.1M - $2.35M
|
282K
$28.9M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
188+ 4.99% |
$17.1K - $19.1K
|
3.96K
$406K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
945+ 14.97% |
$85.7K - $96K
|
7.26K
$744K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-70- 0.24% |
$6.35K - $7.11K
|
29.6K
$3.04M
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.96K- 2.7% |
$631K - $707K
|
251K
$25.7M
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-535- 1.01% |
$48.5K - $54.3K
|
52.4K
$5.38M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.63K+ 9.21% |
$602K - $674K
|
78.6K
$8.06M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-23.5K- 11.61% |
$2.13M - $2.39M
|
179K
$18.3M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1- 0.04% |
$90.7 - $102
|
2.57K
$264K
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
647+ 4.93% |
$58.7K - $65.7K
|
13.8K
$1.41M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.56K+ 4.89% |
$413K - $463K
|
97.6K
$10M
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14.6K+ 15.37% |
$1.33M - $1.49M
|
110K
$11.3M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 10.64% |
$907 - $1.02K
|
84
$8.61K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.53K- 12.56% |
$864K - $968K
|
66.3K
$6.8M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.9K- 5.2% |
$8.15M - $9.13M
|
1.64M
$168M
|