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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-862- 0.32% |
$81.3K - $91.7K
|
267K
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
81.2KNew |
$7.67M - $8.64M
|
81.2K
$7.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.33K- 1.41% |
$126K - $142K
|
93.4K
$8.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
58.5KNew |
$5.52M - $6.23M
|
58.5K
$5.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
17+ 0.28% |
$1.6K - $1.81K
|
6.09K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
2.67K+ 4.7% |
$252K - $284K
|
59.5K
$5.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.86K+ 1.51% |
$742K - $836K
|
528K
$46.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
169+ 1.22% |
$15.9K - $18K
|
14.1K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7.54K+ 228.22% |
$711K - $802K
|
10.8K
$959K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
221+ 11.87% |
$20.9K - $23.5K
|
2.08K
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
136KNew |
$12.8M - $14.5M
|
136K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
29.4K+ 289.31% |
$2.77M - $3.13M
|
39.5K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
613+ 5.43% |
$57.8K - $65.2K
|
11.9K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
142KNew |
$13.4M - $15.1M
|
142K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.83K+ 3.6% |
$739K - $833K
|
225K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-11.8K- 8.17% |
$1.11M - $1.25M
|
133K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
10.6K+ 9.44% |
$1M - $1.13M
|
123K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.2KNew |
$959K - $1.08M
|
10.2K
$899K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
184K+ 140209.16% |
$17.3M - $19.5M
|
184K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-12.9K- 11.92% |
$1.22M - $1.37M
|
95.5K
$8.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.95K+ 10.45% |
$562K - $634K
|
62.9K
$5.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.66% |
$188K - $213K
|
77.1K
$6.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.07K+ 50.98% |
$290K - $327K
|
9.1K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.99K+ 6.59% |
$754K - $850K
|
129K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.11K- 9.35% |
$199K - $224K
|
20.4K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.31K+ 44.0% |
$406K - $458K
|
14.1K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
112KNew |
$10.6M - $11.9M
|
112K
$9.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-179- 0.25% |
$16.9K - $19K
|
72.6K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.67K- 3.17% |
$158K - $178K
|
51K
$4.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150New |
$14.2K - $16K
|
150
$13.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
7.57K+ 39.84% |
$715K - $806K
|
26.6K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
19.8K+ 16.01% |
$1.87M - $2.11M
|
144K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
640+ 1333.33% |
$60.4K - $68.1K
|
688
$60.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.98K+ 0.93% |
$187K - $210K
|
215K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
100K+ 39327.45% |
$9.46M - $10.7M
|
101K
$8.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.78K+ 19.4% |
$734K - $828K
|
47.9K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.91K+ 7.8% |
$180K - $203K
|
26.4K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-207- 86.97% |
$19.5K - $22K
|
31
$2.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
18.6K+ 267.16% |
$1.76M - $1.98M
|
25.6K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.51K+ 36.81% |
$520K - $587K
|
20.5K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
27+ 0.39% |
$2.55K - $2.87K
|
7.04K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87KNew |
$8.21M - $9.26M
|
87K
$7.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
754+ 1.13% |
$71.2K - $80.2K
|
67.2K
$5.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
55.4K+ 1680.97% |
$5.23M - $5.89M
|
58.7K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-30- 0.75% |
$2.83K - $3.19K
|
3.99K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.5K+ 8.66% |
$993K - $1.12M
|
132K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-456- 2.7% |
$43K - $48.5K
|
16.4K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
618+ 2.75% |
$58.3K - $65.8K
|
23.1K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.13% |
$1.13K - $1.28K
|
9.1K
$805K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.72KNew |
$917K - $1.03M
|
9.72K
$860K
|