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 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.73K+ 8.95% |
$304K - $376K
|
45.5K
$4.91M
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 16.28% |
$162K - $201K
|
14.3K
$1.54M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
266K+ 11.48% |
$21.7M - $26.8M
|
2.59M
$279M
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
85.4K+ 8.34% |
$6.95M - $8.61M
|
1.11M
$120M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.99KNew |
$569K - $704K
|
6.99K
$754K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 4.83% |
$202K - $250K
|
53.9K
$5.82M
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-21.3K- 1.97% |
$1.73M - $2.15M
|
1.06M
$114M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2K+ 2.95% |
$1.4M - $1.74M
|
601K
$64.9M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
33+ 0.04% |
$2.69K - $3.33K
|
91.6K
$9.89M
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
23KNew |
$1.87M - $2.32M
|
23K
$2.48M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.87KNew |
$396K - $491K
|
4.87K
$525K
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.25KNew |
$346K - $429K
|
4.25K
$459K
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.62K- 1.36% |
$294K - $365K
|
262K
$28.3M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.72K+ 16.86% |
$303K - $375K
|
25.8K
$2.79M
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.51K+ 1.36% |
$123K - $153K
|
113K
$12.2M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.59K- 8.34% |
$130K - $161K
|
17.5K
$1.89M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.02KNew |
$165K - $204K
|
2.02K
$218K
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1- 0.03% |
$81.4 - $101
|
3.75K
$405K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 13.41% |
$84.5K - $105K
|
8.78K
$947K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.08K+ 24.82% |
$169K - $209K
|
10.4K
$1.13M
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-37- 0.36% |
$3.01K - $3.73K
|
10.1K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.03KNew |
$247K - $306K
|
3.03K
$327K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-173- 0.82% |
$14.1K - $17.4K
|
20.8K
$2.25M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
50.9K+ 112.2% |
$4.14M - $5.13M
|
96.3K
$10.4M
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-24.6K- 35.92% |
$2M - $2.48M
|
43.9K
$4.74M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.75KNew |
$468K - $579K
|
5.75K
$620K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-18.1K- 9.59% |
$1.48M - $1.83M
|
171K
$18.4M
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
183New |
$14.9K - $18.5K
|
183
$19.8K
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.94K+ 4.2% |
$646K - $800K
|
197K
$21.2M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-15K- 19.66% |
$1.22M - $1.51M
|
61.2K
$6.6M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.06% |
$1.38K - $1.71K
|
30.9K
$3.33M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
19+ 9.69% |
$1.55K - $1.92K
|
215
$23.2K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-42- 0.06% |
$3.42K - $4.23K
|
64.8K
$6.99M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.98K+ 6.26% |
$730K - $905K
|
152K
$16.4M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.09K- 6.45% |
$88.5K - $110K
|
15.8K
$1.7M
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
680+ 6.49% |
$55.3K - $68.6K
|
11.2K
$1.2M
|
|
Q1 2025 | |||||||
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.4KNew |
$1.58M - $1.77M
|
17.4K
$1.88M
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
1.83K+ 16.12% |
$166K - $186K
|
13.2K
$1.42M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36- 0.91% |
$3.27K - $3.66K
|
3.92K
$423K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.33KNew |
$393K - $440K
|
4.33K
$467K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 25.64% |
$166K - $186K
|
5.32K
$574K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.53K+ 20.53% |
$139K - $156K
|
9K
$971K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$301K - $337K
|
3.32K
$358K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400+ 40.0% |
$36.3K - $40.6K
|
1.4K
$151K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.95KNew |
$177K - $198K
|
1.95K
$211K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.2K+ 180.43% |
$5.73M - $6.42M
|
98.2K
$10.6M
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.09K- 6.78% |
$98.7K - $111K
|
15K
$1.62M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
513+ 20.11% |
$46.5K - $52.1K
|
3.06K
$331K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$99.8K - $112K
|
1.1K
$119K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.02KNew |
$274K - $307K
|
3.02K
$326K
|