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 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-39- 0.68% |
$3.54K - $3.96K
|
5.72K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 0.96% |
$407K - $456K
|
465K
$50.1M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-35- 0.41% |
$3.17K - $3.55K
|
8.5K
$918K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.64KNew |
$239K - $268K
|
2.64K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-722- 11.42% |
$65.5K - $73.3K
|
5.6K
$605K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
157New |
$14.2K - $15.9K
|
157
$16.9K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.82K- 2.44% |
$437K - $489K
|
192K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.23KNew |
$384K - $430K
|
4.23K
$456K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$392K - $438K
|
7.27K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
268New |
$24.3K - $27.2K
|
268
$28.9K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17+ 0.75% |
$1.54K - $1.73K
|
2.29K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-701- 0.54% |
$63.6K - $71.2K
|
128K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.6K- 2.17% |
$145K - $163K
|
72.1K
$7.78M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
81+ 3.6% |
$7.35K - $8.23K
|
2.33K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8New |
$726 - $813
|
8
$863
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
204New |
$18.5K - $20.7K
|
204
$22K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
292New |
$26.5K - $29.7K
|
292
$31.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 10.64% |
$907 - $1.02K
|
84
$9.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.53K- 12.56% |
$864K - $968K
|
66.3K
$7.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
243+ 0.59% |
$22K - $24.7K
|
41.7K
$4.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
377+ 0.03% |
$34.2K - $38.3K
|
1.14M
$123M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.91KNew |
$264K - $296K
|
2.91K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
311+ 9.43% |
$28.2K - $31.6K
|
3.61K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.26KNew |
$296K - $331K
|
3.26K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.44% |
$1.09K - $1.22K
|
2.69K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.45KNew |
$222K - $249K
|
2.45K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-10.6K- 15.76% |
$959K - $1.07M
|
56.5K
$6.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-600- 4.21% |
$54.4K - $60.9K
|
13.7K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 17.39% |
$363 - $406
|
27
$2.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.67K- 26.31% |
$333K - $372K
|
10.3K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$90.7 - $102
|
3.48K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.04% |
$90.7 - $102
|
2.65K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.49KNew |
$408K - $456K
|
4.49K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 57.39% |
$36.3K - $40.6K
|
297
$32.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-450- 93.75% |
$40.8K - $45.7K
|
30
$3.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.69KNew |
$244K - $273K
|
2.69K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
92K+ 5.87% |
$8.34M - $9.34M
|
1.66M
$179M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.7K+ 3.76% |
$335K - $375K
|
102K
$11M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-221- 6.12% |
$20K - $22.4K
|
3.39K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.31% |
$1.36K - $1.52K
|
4.89K
$527K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
572New |
$54K - $58.4K
|
572
$61.7K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-24- 0.9% |
$2.26K - $2.45K
|
2.65K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
105K+ 11.1% |
$9.93M - $10.7M
|
1.05M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.57KNew |
$243K - $262K
|
2.57K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
421New |
$39.7K - $43K
|
421
$45.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 12.5% |
$94.4 - $102
|
7
$756
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23+ 0.67% |
$2.17K - $2.35K
|
3.46K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189New |
$17.8K - $19.3K
|
189
$20.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-805- 7.9% |
$76K - $82.2K
|
9.38K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.15KNew |
$202K - $219K
|
2.15K
$232K
|
|