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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 18.02% |
$959K - $1.14M
|
74K
$7.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.33KNew |
$453K - $536K
|
5.33K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-322- 4.69% |
$27.4K - $32.4K
|
6.54K
$621K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.88K+ 6.34% |
$244K - $289K
|
48.3K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25- 8.74% |
$2.12K - $2.52K
|
261
$24.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
10+ 0.23% |
$850 - $1.01K
|
4.38K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-10.6K- 52.79% |
$899K - $1.06M
|
9.47K
$899K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.4K+ 32.54% |
$3.09M - $3.66M
|
148K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
69.1K+ 80.17% |
$5.87M - $6.96M
|
155K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40.1K+ 195.74% |
$3.4M - $4.03M
|
60.6K
$5.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.6KNew |
$1.83M - $2.17M
|
21.6K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-212- 2.24% |
$18K - $21.3K
|
9.24K
$878K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.86K+ 3.63% |
$158K - $187K
|
53K
$5.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.19K- 25.04% |
$101K - $119K
|
3.55K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
34.2KNew |
$2.9M - $3.44M
|
34.2K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
213K+ 11.72% |
$18.1M - $21.4M
|
2.03M
$193M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.29K+ 3.44% |
$364K - $431K
|
129K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.56K- 2.08% |
$557K - $660K
|
308K
$29.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
720+ 2.56% |
$61.2K - $72.4K
|
28.8K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
43+ 1.5% |
$3.65K - $4.33K
|
2.9K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
2.87K+ 3.89% |
$244K - $289K
|
76.7K
$7.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.41K+ 16.95% |
$120K - $142K
|
9.74K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-160- 1.21% |
$13.6K - $16.1K
|
13.1K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
240+ 49.08% |
$20.4K - $24.1K
|
729
$69.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.24K+ 1.25% |
$360K - $427K
|
344K
$32.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63New |
$5.35K - $6.34K
|
63
$5.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
973+ 8.98% |
$82.7K - $97.9K
|
11.8K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.98K+ 3.13% |
$508K - $601K
|
197K
$18.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.01K+ 4.21% |
$85.5K - $101K
|
24.9K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.82K+ 6.31% |
$580K - $686K
|
115K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
297+ 0.67% |
$25.2K - $29.9K
|
44.8K
$4.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-959- 18.14% |
$81.5K - $96.5K
|
4.33K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-528- 29.33% |
$44.9K - $53.1K
|
1.27K
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
386+ 2.44% |
$32.8K - $38.8K
|
16.2K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
24.1K+ 43.84% |
$2.05M - $2.43M
|
79.1K
$7.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.87K+ 5.45% |
$159K - $188K
|
36.1K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
803+ 6.32% |
$68.2K - $80.8K
|
13.5K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.6K+ 174.63% |
$903K - $1.07M
|
16.7K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.25K+ 2.35% |
$106K - $126K
|
54.4K
$5.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.33% |
$85 - $101
|
301
$28.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.83K+ 2.91% |
$155K - $184K
|
64.8K
$6.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-42.8K- 4.97% |
$3.63M - $4.3M
|
818K
$77.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.97K+ 7.5% |
$847K - $1M
|
143K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
70+ 3.05% |
$5.95K - $7.04K
|
2.36K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
19.9K+ 39.02% |
$1.69M - $2M
|
71K
$6.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-352- 7.75% |
$29.9K - $35.4K
|
4.19K
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17.7K+ 12.25% |
$1.5M - $1.78M
|
162K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.34K+ 7.28% |
$538K - $638K
|
93.3K
$8.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
12K+ 38.03% |
$1.02M - $1.21M
|
43.5K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.77KNew |
$150K - $178K
|
1.77K
$168K
|