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 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.67K- 26.31% |
$333K - $372K
|
10.3K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 17.39% |
$363 - $406
|
27
$2.77K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.38KNew |
$306K - $343K
|
3.38K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-200- 5.54% |
$18.1K - $20.3K
|
3.41K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 57.39% |
$36.3K - $40.6K
|
297
$30.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.17K+ 2.62% |
$287K - $321K
|
124K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.49KNew |
$408K - $456K
|
4.49K
$461K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 11.89% |
$597K - $668K
|
61.9K
$6.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.25K+ 7.01% |
$385K - $432K
|
64.9K
$6.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.03K- 18.35% |
$547K - $613K
|
26.8K
$2.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-450- 93.75% |
$40.8K - $45.7K
|
30
$3.08K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
34+ 0.49% |
$3.08K - $3.45K
|
6.95K
$712K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.45K+ 24.93% |
$222K - $249K
|
12.3K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.8K+ 3.42% |
$163K - $183K
|
54.5K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11.2K+ 0.96% |
$1.01M - $1.14M
|
1.18M
$121M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-532- 0.71% |
$48.3K - $54K
|
74.8K
$7.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
92K+ 5.87% |
$8.34M - $9.34M
|
1.66M
$170M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.69KNew |
$244K - $273K
|
2.69K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.3% |
$2.99K - $3.35K
|
10.9K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-88- 0.11% |
$7.98K - $8.94K
|
79.6K
$8.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.71K+ 2.58% |
$336K - $377K
|
147K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.07K- 22.38% |
$187K - $210K
|
7.16K
$735K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.25K+ 2.15% |
$295K - $330K
|
155K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-713- 1.31% |
$64.7K - $72.4K
|
53.6K
$5.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.22% |
$3.08K - $3.45K
|
15.4K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
641KNew |
$58.2M - $65.1M
|
641K
$65.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
410+ 0.37% |
$37.2K - $41.6K
|
110K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.7K+ 3.76% |
$335K - $375K
|
102K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-221- 6.12% |
$20K - $22.4K
|
3.39K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
139+ 1.17% |
$12.6K - $14.1K
|
12.1K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.64K+ 3.77% |
$784K - $878K
|
238K
$24.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.31% |
$1.36K - $1.52K
|
4.89K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.95K+ 1.36% |
$267K - $299K
|
219K
$22.4M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
572New |
$54K - $58.4K
|
572
$58.6K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 72.58% |
$10.9M - $11.8M
|
43.8K
$4.49M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.05K- 29.85% |
$383K - $414K
|
9.53K
$977K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-12- 0.03% |
$1.13K - $1.22K
|
35K
$3.58M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-24- 0.9% |
$2.26K - $2.45K
|
2.65K
$272K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.33KNew |
$219K - $237K
|
2.33K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
510+ 146.97% |
$48.1K - $52.1K
|
857
$87.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-10.9K- 11.46% |
$1.03M - $1.11M
|
84.1K
$8.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.6K- 28.49% |
$1.19M - $1.29M
|
31.7K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
133KNew |
$12.5M - $13.5M
|
133K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
105K+ 11.1% |
$9.93M - $10.7M
|
1.05M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.38KNew |
$413K - $447K
|
4.38K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.57KNew |
$243K - $262K
|
2.57K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
421New |
$39.7K - $43K
|
421
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$534K - $578K
|
5.66K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 12.5% |
$94.4 - $102
|
7
$718
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23+ 0.67% |
$2.17K - $2.35K
|
3.46K
$354K
|
|