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 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.01K+ 0.78% |
$85.4K - $101K
|
130K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
178+ 5.81% |
$15.1K - $17.9K
|
3.24K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
20.2K+ 32.8% |
$1.72M - $2.04M
|
81.9K
$7.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
849+ 4.48% |
$72.1K - $85.4K
|
19.8K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-4.48K- 0.85% |
$380K - $450K
|
520K
$49.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.88K+ 3.58% |
$245K - $290K
|
83.3K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.82K+ 6.67% |
$579K - $686K
|
109K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
28+ 1.34% |
$2.38K - $2.82K
|
2.11K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.98K+ 8.54% |
$678K - $803K
|
101K
$9.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-26- 0.2% |
$2.21K - $2.62K
|
13.2K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22.5K+ 4.0% |
$1.91M - $2.26M
|
584K
$55.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17K+ 17.33% |
$99K - $117K
|
7.89K
$750K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
40+ 0.83% |
$3.4K - $4.02K
|
4.87K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.51K+ 2.2% |
$128K - $152K
|
70K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 5.46% |
$889K - $1.05M
|
202K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-29.5K- 49.59% |
$2.51M - $2.97M
|
30K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-995- 4.46% |
$84.5K - $100K
|
21.3K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-146- 0.48% |
$12.4K - $14.7K
|
30.6K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
685New |
$58.2K - $68.9K
|
685
$65.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.92K+ 4.02% |
$163K - $194K
|
49.8K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
5.4K+ 6.09% |
$459K - $544K
|
94.2K
$8.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-85- 0.38% |
$7.22K - $8.55K
|
22.2K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
27.8K+ 16.77% |
$2.36M - $2.8M
|
194K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.63K+ 13.5% |
$393K - $466K
|
38.9K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-863- 1.66% |
$73.3K - $86.8K
|
51.2K
$4.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-80.6K- 92.64% |
$6.85M - $8.11M
|
6.41K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
498+ 8.01% |
$42.3K - $50.1K
|
6.72K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15.2K+ 38.39% |
$1.29M - $1.53M
|
54.7K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$765 - $906
|
9
$855
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-191- 7.28% |
$16.2K - $19.2K
|
2.43K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
885+ 7.31% |
$75.2K - $89K
|
13K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.61KNew |
$222K - $263K
|
2.61K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
28.2K+ 96.67% |
$2.39M - $2.84M
|
57.4K
$5.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.61KNew |
$307K - $363K
|
3.61K
$343K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.83KNew |
$495K - $586K
|
5.83K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
62.4K+ 7.78% |
$5.3M - $6.28M
|
865K
$82.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
55.2K+ 70.49% |
$4.69M - $5.55M
|
133K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.39K- 6.85% |
$628K - $744K
|
101K
$9.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
114+ 0.33% |
$9.68K - $11.5K
|
34.8K
$3.3M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.07K+ 1.89% |
$91K - $108K
|
57.8K
$5.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.05KNew |
$429K - $508K
|
5.05K
$479K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
812+ 53.39% |
$69K - $81.7K
|
2.33K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-333- 7.97% |
$28.3K - $33.5K
|
3.85K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81.8K+ 44.51% |
$6.95M - $8.23M
|
266K
$25.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
61K+ 913.05% |
$5.18M - $6.14M
|
67.7K
$6.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
8.04K+ 4.88% |
$683K - $808K
|
173K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
575+ 2.0% |
$48.8K - $57.9K
|
29.3K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
208K+ 148.56% |
$17.6M - $20.9M
|
348K
$33M
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
3K+ 1.66% |
$255K - $302K
|
183K
$17.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.19K+ 22.66% |
$271K - $321K
|
17.3K
$1.64M
|