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 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
133+ 1.66% |
$12.6K - $14.2K
|
8.13K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-550- 12.24% |
$51.9K - $58.5K
|
3.94K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-459- 0.6% |
$43.3K - $48.8K
|
76.2K
$6.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
111K+ 26.95% |
$10.5M - $11.8M
|
525K
$46.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.17K+ 1.59% |
$582K - $657K
|
393K
$34.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.44K+ 0.96% |
$136K - $153K
|
151K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.05K+ 10.2% |
$760K - $857K
|
87K
$7.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
805+ 2.38% |
$76K - $85.7K
|
34.6K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.44K- 3.53% |
$325K - $366K
|
94.1K
$8.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$200M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.44K+ 225.95% |
$325K - $366K
|
4.96K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
381+ 0.96% |
$36K - $40.5K
|
40K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-97- 0.02% |
$9.15K - $10.3K
|
478K
$42.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 23.64% |
$1.87M - $2.11M
|
104K
$9.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 14.11% |
$230K - $260K
|
19.7K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
205KNew |
$19.3M - $21.8M
|
205K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
291+ 12.47% |
$27.5K - $31K
|
2.63K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
571+ 1.02% |
$53.9K - $60.8K
|
56.8K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
3.98K+ 27.21% |
$376K - $424K
|
18.6K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.37KNew |
$318K - $359K
|
3.37K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 20.23% |
$1.3M - $1.47M
|
82.1K
$7.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
932+ 11.18% |
$88K - $99.2K
|
9.27K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.34K+ 7.37% |
$504K - $568K
|
77.8K
$6.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
61.2K+ 64.3% |
$5.78M - $6.51M
|
156K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.24K+ 32.43% |
$401K - $452K
|
17.3K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
41.9KNew |
$3.95M - $4.46M
|
41.9K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.76K+ 7.55% |
$166K - $187K
|
25.1K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.23K- 6.52% |
$304K - $343K
|
46.3K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
9.71KNew |
$916K - $1.03M
|
9.71K
$859K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
159+ 1.76% |
$15K - $16.9K
|
9.17K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.31K+ 5.33% |
$312K - $352K
|
65.3K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.98K - $2.23K
|
21
$1.86K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.65K+ 12.8% |
$910K - $1.03M
|
85K
$7.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7.17K+ 9.77% |
$677K - $763K
|
80.6K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
55New |
$5.19K - $5.85K
|
55
$4.87K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-909- 3.54% |
$85.8K - $96.7K
|
24.8K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2+ 0.01% |
$189 - $213
|
29.3K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51+ 1.11% |
$4.81K - $5.43K
|
4.64K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 83.33% |
$4.72K - $5.32K
|
10
$885
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-222- 1.72% |
$21K - $23.6K
|
12.7K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.43K+ 32.69% |
$323K - $364K
|
13.9K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-967- 1.02% |
$91.3K - $103K
|
93.7K
$8.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
SELL
|
- |
-11.1K- 3.65% |
$1.05M - $1.19M
|
294K
$26M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.19K+ 121.06% |
$395K - $446K
|
7.65K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-575- 1.28% |
$54.3K - $61.2K
|
44.5K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
464+ 0.47% |
$43.8K - $49.4K
|
99.7K
$8.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62- 0.32% |
$5.85K - $6.6K
|
19.2K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 10.68% |
$353K - $398K
|
38.8K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
625+ 13.57% |
$59K - $66.5K
|
5.23K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-421- 3.13% |
$39.7K - $44.8K
|
13K
$1.15M
|