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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-4.07K- 6.7% |
$306K - $371K
|
56.7K
$5.38M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.35K- 0.95% |
$101K - $123K
|
140K
$13.3M
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-839- 0.32% |
$63.1K - $76.5K
|
258K
$24.5M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.1K- 20.67% |
$909K - $1.1M
|
46.4K
$4.41M
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
655+ 1.2% |
$49.2K - $59.7K
|
55.1K
$5.24M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
42New |
$3.16K - $3.83K
|
42
$3.99K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.75K+ 5.15% |
$282K - $342K
|
76.4K
$7.26M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
28K+ 4.21% |
$2.1M - $2.55M
|
692K
$65.7M
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
17.1K+ 13.27% |
$1.29M - $1.56M
|
146K
$13.9M
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-755- 1.61% |
$56.8K - $68.9K
|
46K
$4.37M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.44K+ 8.12% |
$559K - $678K
|
99K
$9.41M
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.71K+ 6.92% |
$128K - $156K
|
26.4K
$2.51M
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
7.55K+ 17.4% |
$567K - $688K
|
50.9K
$4.84M
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.1K+ 10.57% |
$158K - $192K
|
22K
$2.09M
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-7.76K- 16.53% |
$584K - $708K
|
39.2K
$3.72M
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
914+ 5.25% |
$68.7K - $83.4K
|
18.3K
$1.74M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-40.8K- 23.25% |
$3.07M - $3.72M
|
135K
$12.8M
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-26K- 23.46% |
$1.95M - $2.37M
|
84.7K
$8.04M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.3K+ 239.0% |
$624K - $757K
|
11.8K
$1.12M
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
26.3K+ 63.54% |
$1.98M - $2.4M
|
67.7K
$6.43M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-461- 8.59% |
$34.7K - $42K
|
4.91K
$466K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.37KNew |
$103K - $125K
|
1.37K
$131K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.6K+ 13.32% |
$1.02M - $1.24M
|
115K
$11M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 13.7% |
$954K - $1.16M
|
105K
$10M
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-573- 3.74% |
$43.1K - $52.3K
|
14.7K
$1.4M
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
13.6K+ 3.93% |
$1.02M - $1.24M
|
360K
$34.2M
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10.3K+ 18.54% |
$776K - $942K
|
66K
$6.27M
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
42.8K+ 597.63% |
$3.22M - $3.91M
|
50K
$4.75M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.17K- 26.71% |
$313K - $380K
|
11.4K
$1.09M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.54K+ 4.18% |
$416K - $505K
|
138K
$13.1M
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
16.5K+ 14.12% |
$1.24M - $1.51M
|
134K
$12.7M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.52K- 4.35% |
$265K - $321K
|
77.4K
$7.36M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.8K- 4.88% |
$1.42M - $1.72M
|
368K
$34.9M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.43K- 12.4% |
$333K - $404K
|
31.3K
$2.97M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14New |
$1.05K - $1.28K
|
14
$1.33K
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
23K+ 161.19% |
$1.73M - $2.1M
|
37.3K
$3.54M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.21K- 16.04% |
$692K - $840K
|
48.2K
$4.58M
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.99K+ 26.49% |
$224K - $272K
|
14.3K
$1.35M
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.94K+ 3.32% |
$221K - $268K
|
91.5K
$8.69M
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
732+ 20.05% |
$55K - $66.8K
|
4.38K
$416K
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.24KNew |
$168K - $204K
|
2.24K
$212K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-19K- 79.49% |
$1.43M - $1.73M
|
4.89K
$465K
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
23K+ 30.92% |
$1.73M - $2.1M
|
97.5K
$9.26M
|
|
Jul 10, 2025
Q2 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
14.4K+ 4.76% |
$1.08M - $1.31M
|
316K
$30M
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-455- 3.72% |
$34.2K - $41.5K
|
11.8K
$1.12M
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.36KNew |
$252K - $306K
|
3.36K
$319K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.13K- 22.65% |
$536K - $650K
|
24.3K
$2.31M
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
56.2K+ 23.24% |
$4.22M - $5.13M
|
298K
$28.3M
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
17.1K+ 16.14% |
$1.29M - $1.56M
|
123K
$11.7M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-10.9K- 16.45% |
$823K - $998K
|
55.6K
$5.28M
|