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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.6KNew |
$1.33M - $1.49M
|
14.6K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-8.37K- 4.59% |
$759K - $850K
|
174K
$17.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27.7K+ 10.13% |
$2.51M - $2.81M
|
301K
$30.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.1K+ 4.42% |
$1.64M - $1.83M
|
427K
$43.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
206+ 0.83% |
$18.7K - $20.9K
|
25.1K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
809+ 9.08% |
$73.4K - $82.2K
|
9.72K
$997K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-19.6K- 10.42% |
$1.77M - $1.99M
|
168K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.7K+ 14.17% |
$2.79M - $3.12M
|
248K
$25.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.37K- 12.94% |
$124K - $139K
|
9.19K
$942K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
377+ 0.03% |
$34.2K - $38.3K
|
1.14M
$117M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 0.75% |
$290K - $325K
|
428K
$43.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.27KNew |
$206K - $231K
|
2.27K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
243+ 0.59% |
$22K - $24.7K
|
41.7K
$4.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-140- 2.13% |
$12.7K - $14.2K
|
6.44K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7.87KNew |
$714K - $799K
|
7.87K
$807K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.35KNew |
$214K - $239K
|
2.35K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.5K- 2.91% |
$2.04M - $2.29M
|
750K
$76.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44K+ 136.05% |
$3.99M - $4.47M
|
76.3K
$7.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
495+ 3.41% |
$44.9K - $50.3K
|
15K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-8.83K- 35.31% |
$800K - $896K
|
16.2K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.59K- 47.01% |
$326K - $365K
|
4.05K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.92K+ 14.25% |
$537K - $601K
|
47.4K
$4.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.77K+ 3.72% |
$161K - $180K
|
49.4K
$5.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
11+ 0.22% |
$998 - $1.12K
|
4.94K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17+ 0.46% |
$1.54K - $1.73K
|
3.72K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 11.08% |
$413K - $462K
|
36.5K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 0.23% |
$1.45K - $1.63K
|
6.97K
$715K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.45KNew |
$676K - $757K
|
7.45K
$764K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
16+ 0.29% |
$1.45K - $1.63K
|
5.48K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.44% |
$1.09K - $1.22K
|
2.69K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.26KNew |
$296K - $331K
|
3.26K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 23.86% |
$137K - $154K
|
7.87K
$806K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3.39K- 20.61% |
$307K - $344K
|
13.1K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
311+ 9.43% |
$28.2K - $31.6K
|
3.61K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.91KNew |
$264K - $296K
|
2.91K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.45KNew |
$222K - $249K
|
2.45K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
14.6K+ 26.19% |
$1.32M - $1.48M
|
70.1K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-35- 3.04% |
$3.17K - $3.55K
|
1.12K
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.83K+ 2.08% |
$257K - $288K
|
139K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-600- 4.21% |
$54.4K - $60.9K
|
13.7K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.25K- 2.76% |
$567K - $635K
|
220K
$22.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-10.6K- 15.76% |
$959K - $1.07M
|
56.5K
$5.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-35- 0.06% |
$3.17K - $3.55K
|
58.6K
$6.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.68% |
$135K - $151K
|
89.7K
$9.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-378- 0.12% |
$34.3K - $38.4K
|
322K
$33M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.04% |
$90.7 - $102
|
2.65K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.28K+ 3.0% |
$116K - $130K
|
43.9K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 4.91% |
$148K - $165K
|
34.8K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$90.7 - $102
|
3.48K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$125K - $140K
|
1.38K
$141K
|