Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-481K- 14.93% |
$36.2M - $43.9M
|
2.74M
$265M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.95K- 15.31% |
$297K - $360K
|
21.9K
$2.11M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
135K+ 33.58% |
$10.1M - $12.3M
|
536K
$51.8M
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-28.4K- 24.57% |
$2.14M - $2.59M
|
87.2K
$8.43M
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-3.31K- 13.15% |
$249K - $302K
|
21.8K
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.8K- 9.41% |
$1.19M - $1.44M
|
152K
$14.7M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.6K+ 15.39% |
$800K - $970K
|
79.7K
$7.71M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
350New |
$26.3K - $31.9K
|
350
$33.8K
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.5KNew |
$413K - $502K
|
5.5K
$531K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-60K- 4.47% |
$4.51M - $5.47M
|
1.28M
$124M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
73.8K+ 6.65% |
$5.55M - $6.73M
|
1.18M
$114M
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
79.3KNew |
$5.96M - $7.24M
|
79.3K
$7.67M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-170- 4.02% |
$12.8K - $15.5K
|
4.05K
$392K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.3K+ 14.31% |
$2.05M - $2.49M
|
218K
$21.1M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
177New |
$13.3K - $16.1K
|
177
$17.1K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.52K+ 4.0% |
$640K - $777K
|
221K
$21.4M
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-412- 1.43% |
$31K - $37.6K
|
28.4K
$2.74M
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.19KNew |
$240K - $291K
|
3.19K
$308K
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
16.5K+ 54.72% |
$1.24M - $1.5M
|
46.7K
$4.51M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
106New |
$7.97K - $9.67K
|
106
$10.2K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
174K+ 15.93% |
$13.1M - $15.8M
|
1.26M
$122M
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.66K+ 2.19% |
$125K - $151K
|
77.4K
$7.48M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.6K+ 25.85% |
$2.75M - $3.34M
|
178K
$17.2M
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
187+ 3.03% |
$14.1K - $17.1K
|
6.36K
$614K
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6+ 0.11% |
$451 - $547
|
5.35K
$517K
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.96KNew |
$674K - $818K
|
8.96K
$866K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-78.6K- 47.7% |
$5.91M - $7.17M
|
86.2K
$8.33M
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15.4K+ 16.22% |
$1.15M - $1.4M
|
110K
$10.6M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-63.5K- 11.39% |
$4.77M - $5.79M
|
494K
$47.7M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.94K+ 16.65% |
$447K - $542K
|
41.6K
$4.02M
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
87KNew |
$6.54M - $7.94M
|
87K
$8.41M
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
26.4K+ 9.03% |
$1.99M - $2.41M
|
319K
$30.9M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
518+ 6.98% |
$38.9K - $47.2K
|
7.94K
$768K
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.25K+ 4.88% |
$94K - $114K
|
26.9K
$2.6M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$177K - $215K
|
2.36K
$228K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.2K- 60.0% |
$767K - $930K
|
6.8K
$657K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-99.7K- 5.22% |
$7.5M - $9.09M
|
1.81M
$175M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.41K- 18.85% |
$482K - $585K
|
27.6K
$2.67M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.6KNew |
$4.33M - $5.26M
|
57.6K
$5.57M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.56K+ 9.16% |
$718K - $872K
|
114K
$11M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 8.37% |
$912K - $1.11M
|
157K
$15.2M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.02K- 3.53% |
$76.6K - $92.9K
|
27.8K
$2.69M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
140+ 19.18% |
$10.5K - $12.8K
|
870
$84.1K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
214New |
$16.1K - $19.5K
|
214
$20.7K
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-5.53K- 3.38% |
$416K - $504K
|
158K
$15.3M
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
199New |
$15K - $18.2K
|
199
$19.2K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.4K+ 814.88% |
$1.53M - $1.86M
|
22.9K
$2.21M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-191K- 8.0% |
$14.4M - $17.4M
|
2.2M
$212M
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-78.9K- 67.01% |
$5.93M - $7.2M
|
38.9K
$3.76M
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20.5K+ 22.74% |
$1.54M - $1.87M
|
111K
$10.7M
|