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 |
---|---|---|---|---|---|---|---|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.91K+ 10.83% |
$236K - $293K
|
29.8K
$3.21M
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.04KNew |
$166K - $206K
|
2.04K
$220K
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22.6K+ 172.78% |
$1.84M - $2.27M
|
35.6K
$3.84M
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-829- 22.34% |
$67.5K - $83.6K
|
2.88K
$311K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.99KNew |
$162K - $200K
|
1.99K
$214K
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.79K+ 36.27% |
$553K - $685K
|
25.5K
$2.75M
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 3.97% |
$1.58M - $1.96M
|
508K
$54.9M
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.82K+ 6.08% |
$637K - $789K
|
136K
$14.7M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.3% |
$2.69K - $3.33K
|
10.9K
$1.18M
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.6K+ 15.66% |
$943K - $1.17M
|
85.6K
$9.24M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-675- 49.06% |
$54.9K - $68.1K
|
701
$75.7K
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12.5K+ 2.7% |
$1.01M - $1.26M
|
474K
$51.1M
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
20.7K+ 3.19% |
$1.68M - $2.09M
|
670K
$72.3M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.8K- 7.79% |
$960K - $1.19M
|
140K
$15.1M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6.96K- 76.71% |
$566K - $702K
|
2.11K
$228K
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.73KNew |
$304K - $376K
|
3.73K
$403K
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13+ 0.16% |
$1.06K - $1.31K
|
8.24K
$890K
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
22.5K+ 12.2% |
$1.83M - $2.26M
|
207K
$22.3M
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
34.6K+ 2.93% |
$2.82M - $3.49M
|
1.22M
$131M
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
11.2K+ 489.23% |
$909K - $1.13M
|
13.5K
$1.45M
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-49.7K- 84.8% |
$4.05M - $5.01M
|
8.92K
$962K
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
53+ 0.97% |
$4.31K - $5.34K
|
5.54K
$598K
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8.14K+ 16.47% |
$663K - $821K
|
57.6K
$6.21M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
198K+ 74.38% |
$16.1M - $20M
|
465K
$50.2M
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.41KNew |
$522K - $646K
|
6.41K
$692K
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.21K+ 4.12% |
$180K - $223K
|
55.8K
$6.02M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
14.3K+ 20.4% |
$1.16M - $1.44M
|
84.4K
$9.11M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.19K- 27.23% |
$341K - $422K
|
11.2K
$1.21M
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1- 0.01% |
$81.4 - $101
|
10.7K
$1.15M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
718K+ 111.89% |
$58.4M - $72.4M
|
1.36M
$147M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
11.1K+ 2.66% |
$902K - $1.12M
|
427K
$46.1M
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-268- 0.12% |
$21.8K - $27K
|
220K
$23.7M
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
13.8K+ 112.29% |
$1.12M - $1.39M
|
26.1K
$2.82M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.35K- 33.33% |
$110K - $136K
|
2.7K
$291K
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-18.6K- 75.5% |
$1.51M - $1.87M
|
6.02K
$650K
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
174+ 0.13% |
$14.2K - $17.5K
|
139K
$15M
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.9K+ 4.34% |
$317K - $393K
|
93.6K
$10.1M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 34.26% |
$143K - $177K
|
6.89K
$743K
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
22.1K+ 30.57% |
$1.8M - $2.23M
|
94.5K
$10.2M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-126- 5.44% |
$10.3K - $12.7K
|
2.19K
$236K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-70- 2.5% |
$5.7K - $7.06K
|
2.73K
$295K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.44K+ 9.27% |
$199K - $246K
|
28.8K
$3.1M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23.3K+ 6.79% |
$1.89M - $2.34M
|
366K
$39.5M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-31.4K- 13.5% |
$2.56M - $3.17M
|
201K
$21.7M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-768K- 86.99% |
$62.5M - $77.5M
|
115K
$12.4M
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-26- 0.5% |
$2.12K - $2.62K
|
5.13K
$554K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.49K+ 10.39% |
$203K - $251K
|
26.5K
$2.86M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 6.65% |
$2.6K - $3.23K
|
449
$48.5K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-32.3K- 30.33% |
$2.62M - $3.25M
|
74.1K
$7.99M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|