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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.25K- 31.36% |
$106K - $126K
|
2.74K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
25.7K+ 34.42% |
$2.18M - $2.59M
|
100K
$9.54M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.11K+ 12.08% |
$264K - $313K
|
28.8K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.91K- 0.31% |
$162K - $192K
|
613K
$58.2M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.12K+ 2.99% |
$520K - $616K
|
211K
$20.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.09K+ 6.55% |
$688K - $814K
|
132K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
89.8KNew |
$7.62M - $9.03M
|
89.8K
$8.53M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.5K+ 2.39% |
$127K - $151K
|
64.4K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18.9K+ 0.7% |
$1.6M - $1.9M
|
2.71M
$258M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.66K+ 1.43% |
$226K - $267K
|
188K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
49+ 0.35% |
$4.16K - $4.93K
|
14K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-17- 0.25% |
$1.44K - $1.71K
|
6.74K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.27K- 2.43% |
$193K - $228K
|
91.1K
$8.66M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-684- 14.02% |
$58.1K - $68.8K
|
4.2K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.16K- 3.7% |
$98.6K - $117K
|
30.2K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
79K+ 41.63% |
$6.71M - $7.95M
|
269K
$25.5M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.18K+ 4.8% |
$100K - $119K
|
25.7K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
475+ 3.49% |
$40.4K - $47.8K
|
14.1K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
757+ 5.91% |
$64.3K - $76.2K
|
13.6K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-13.7K- 11.07% |
$1.17M - $1.38M
|
110K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.99K- 10.95% |
$508K - $602K
|
48.6K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.5K- 2.93% |
$127K - $151K
|
49.6K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-189- 0.13% |
$16.1K - $19K
|
148K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.76K- 47.27% |
$489K - $579K
|
6.42K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
943+ 30.42% |
$80.1K - $94.9K
|
4.04K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.7K+ 9.38% |
$908K - $1.08M
|
125K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
617+ 2.12% |
$52.4K - $62.1K
|
29.7K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
13.4K+ 27.25% |
$1.14M - $1.35M
|
62.5K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.02K+ 7.03% |
$342K - $405K
|
61.3K
$5.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.47K+ 27.26% |
$124K - $147K
|
6.84K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.47K- 1.5% |
$210K - $248K
|
162K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.32K+ 7.01% |
$112K - $133K
|
20.1K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.64K+ 4.17% |
$564K - $668K
|
166K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
119New |
$10.1K - $12K
|
119
$11.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.13K- 4.38% |
$520K - $616K
|
134K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.57K+ 4.16% |
$133K - $158K
|
39.3K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-59.1K- 26.38% |
$5.02M - $5.94M
|
165K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 30.19% |
$126K - $149K
|
3.43K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
788+ 0.2% |
$66.9K - $79.3K
|
393K
$37.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-13- 0.3% |
$1.1K - $1.31K
|
4.37K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
15.1K+ 10.55% |
$1.28M - $1.52M
|
158K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.62K+ 38.83% |
$477K - $565K
|
20.1K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
16.7K+ 75.79% |
$1.42M - $1.68M
|
38.7K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.14K+ 18.73% |
$96.5K - $114K
|
7.2K
$684K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.17K+ 12.16% |
$609K - $721K
|
66.1K
$6.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.46K+ 20.05% |
$379K - $448K
|
26.7K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
32.4K+ 23.71% |
$2.75M - $3.26M
|
169K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.8K+ 17.97% |
$1.18M - $1.39M
|
90.9K
$8.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
8.02K+ 5.89% |
$681K - $807K
|
144K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-24.9K- 8.61% |
$2.12M - $2.51M
|
265K
$25.1M
|