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 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-13.7K- 15.84% |
$1.17M - $1.38M
|
72.9K
$6.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.5K+ 10.33% |
$1.66M - $1.96M
|
208K
$19.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.39KNew |
$118K - $140K
|
1.39K
$132K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.09K+ 5.43% |
$92.6K - $110K
|
21.2K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
21.9K+ 22.91% |
$1.86M - $2.2M
|
118K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5.3K+ 23.45% |
$450K - $533K
|
27.9K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
116+ 2.22% |
$9.85K - $11.7K
|
5.33K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.9K- 18.85% |
$331K - $392K
|
16.8K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-625- 75.85% |
$53.1K - $62.9K
|
199
$18.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
154KNew |
$13.1M - $15.5M
|
154K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.63KNew |
$563K - $667K
|
6.63K
$630K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
23.1K+ 7.55% |
$1.96M - $2.32M
|
329K
$31.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-49K- 77.43% |
$4.16M - $4.93M
|
14.3K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
112KNew |
$9.54M - $11.3M
|
112K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
399+ 2.05% |
$33.9K - $40.1K
|
19.9K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.68K- 3.09% |
$142K - $169K
|
52.6K
$5M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-107K- 31.6% |
$9.13M - $10.8M
|
233K
$22.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
372+ 1.35% |
$31.6K - $37.4K
|
27.8K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
243+ 108.0% |
$20.6K - $24.5K
|
468
$44.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 8.06% |
$189K - $223K
|
29.8K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 3.77% |
$140K - $165K
|
45.2K
$4.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-320- 0.45% |
$27.2K - $32.2K
|
70K
$6.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$85 - $101
|
210
$20K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
267+ 7.92% |
$22.7K - $26.9K
|
3.64K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.48K+ 1.54% |
$125K - $149K
|
97.1K
$9.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-355- 50.0% |
$30.2K - $35.7K
|
355
$33.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-9.06K- 6.73% |
$769K - $911K
|
125K
$11.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.52K- 19.9% |
$299K - $354K
|
14.2K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-7- 0.12% |
$595 - $704
|
6.04K
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
984+ 1.04% |
$83.6K - $99K
|
95.4K
$9.07M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-395- 1.3% |
$33.6K - $39.7K
|
30.1K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-565- 14.6% |
$48K - $56.9K
|
3.31K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
28K+ 30.13% |
$2.38M - $2.82M
|
121K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
193+ 1.27% |
$16.4K - $19.4K
|
15.4K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52K+ 23.12% |
$129K - $153K
|
8.08K
$768K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.59K+ 31.23% |
$390K - $462K
|
19.3K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-587- 19.4% |
$49.9K - $59.1K
|
2.44K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.48K- 26.77% |
$466K - $551K
|
15K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
620+ 12.78% |
$52.7K - $62.4K
|
5.47K
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
59+ 19.67% |
$5.01K - $5.94K
|
359
$34.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-65- 2.63% |
$5.52K - $6.54K
|
2.41K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 3.43% |
$113K - $134K
|
40.1K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
1.66K+ 2.78% |
$141K - $167K
|
61.2K
$5.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.95K+ 7.36% |
$421K - $498K
|
72.3K
$6.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
34+ 0.3% |
$2.89K - $3.42K
|
11.4K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-233- 1.31% |
$19.8K - $23.4K
|
17.5K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.08K+ 4.61% |
$91.3K - $108K
|
24.4K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
799K+ 1118.45% |
$67.9M - $80.4M
|
870K
$82.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.23K+ 3.73% |
$359K - $426K
|
118K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-7.02K- 6.22% |
$596K - $706K
|
106K
$10M
|