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 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.81K- 3.44% |
$154K - $183K
|
51K
$4.84M
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.6K+ 1.72% |
$391K - $463K
|
272K
$25.8M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.73K+ 8.86% |
$827K - $979K
|
120K
$11.4M
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
700+ 4.37% |
$59.5K - $70.4K
|
16.7K
$1.59M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.23K+ 13.58% |
$189K - $224K
|
18.6K
$1.77M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.51K+ 1.56% |
$214K - $253K
|
163K
$15.5M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
567+ 9.05% |
$48.2K - $57.1K
|
6.84K
$649K
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-10.3K- 40.04% |
$871K - $1.03M
|
15.4K
$1.46M
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
91New |
$7.73K - $9.16K
|
91
$8.65K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
13.4K+ 137.82% |
$1.14M - $1.35M
|
23.1K
$2.19M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.6K+ 14.24% |
$983K - $1.16M
|
92.8K
$8.82M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
73.1K+ 54.63% |
$6.21M - $7.36M
|
207K
$19.7M
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-20.7K- 9.34% |
$1.76M - $2.09M
|
201K
$19.1M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
113KNew |
$9.61M - $11.4M
|
113K
$10.7M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.14K- 24.62% |
$97.1K - $115K
|
3.5K
$333K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.47K- 5.66% |
$635K - $752K
|
125K
$11.8M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.05K- 98.85% |
$769K - $910K
|
105
$9.98K
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-15- 0.39% |
$1.27K - $1.51K
|
3.85K
$366K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
26+ 0.38% |
$2.21K - $2.62K
|
6.89K
$655K
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.01K+ 0.75% |
$85.7K - $102K
|
136K
$12.9M
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-320- 5.2% |
$27.2K - $32.2K
|
5.84K
$555K
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 3.64% |
$281K - $333K
|
94.3K
$8.96M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-118- 0.44% |
$10K - $11.9K
|
26.4K
$2.51M
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.52K+ 2.36% |
$129K - $153K
|
66.1K
$6.28M
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
9.08K+ 5.3% |
$771K - $913K
|
180K
$17.1M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.39K+ 145.29% |
$543K - $643K
|
10.8K
$1.02M
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-168- 0.57% |
$14.3K - $16.9K
|
29.2K
$2.77M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.18K+ 4.72% |
$99.8K - $118K
|
26.1K
$2.48M
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
12.4K+ 9.77% |
$1.06M - $1.25M
|
140K
$13.3M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
12.7KNew |
$1.08M - $1.28M
|
12.7K
$1.21M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-100- 0.52% |
$8.5K - $10.1K
|
19.1K
$1.82M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 10.58% |
$1.38M - $1.63M
|
137K
$13M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.77K- 68.06% |
$830K - $983K
|
4.59K
$436K
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.05K+ 0.22% |
$89.3K - $106K
|
479K
$45.5M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-39.5K- 58.84% |
$3.36M - $3.98M
|
27.7K
$2.63M
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
37.4K+ 200.87% |
$3.18M - $3.76M
|
56K
$5.32M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.47K+ 2.46% |
$210K - $249K
|
103K
$9.79M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
509+ 3.04% |
$43.2K - $51.2K
|
17.2K
$1.64M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.6K+ 8.32% |
$989K - $1.17M
|
152K
$14.4M
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
8.26KNew |
$702K - $831K
|
8.26K
$785K
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.59K+ 5.87% |
$815K - $965K
|
173K
$16.5M
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
526+ 1.03% |
$44.7K - $52.9K
|
51.5K
$4.89M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.09K+ 4.28% |
$348K - $412K
|
99.6K
$9.46M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.6K+ 18.23% |
$305K - $362K
|
23.3K
$2.22M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 970.0% |
$8.24K - $9.76K
|
107
$10.2K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.26K- 1.31% |
$119K - $134K
|
94.7K
$9M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-209K- 15.01% |
$19.7M - $22.2M
|
1.18M
$112M
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.76K- 8.61% |
$733K - $826K
|
82.4K
$7.82M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.59KNew |
$716K - $807K
|
7.59K
$721K
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-13.9K- 1.37% |
$1.31M - $1.48M
|
998K
$94.8M
|