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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.94K- 63.62% |
$342K - $369K
|
2.25K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.61KNew |
$313K - $338K
|
3.61K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
700+ 14.54% |
$60.9K - $65.6K
|
5.52K
$524K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
315New |
$27.4K - $29.5K
|
315
$29.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
590+ 24.56% |
$51.3K - $55.3K
|
2.99K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
91New |
$7.91K - $8.53K
|
91
$8.65K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-257- 7.84% |
$22.3K - $24.1K
|
3.02K
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.91K+ 119.85% |
$340K - $367K
|
7.18K
$682K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
275New |
$23.9K - $25.8K
|
275
$26.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.33KNew |
$289K - $312K
|
3.33K
$316K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-228- 77.82% |
$19.8K - $21.4K
|
65
$6.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-606- 75.56% |
$52.7K - $56.8K
|
196
$18.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-52- 3.3% |
$4.52K - $4.88K
|
1.52K
$145K
|
|
| Q1 2024 | |||||||
|
Jul 15, 2025
Q1 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
24.8K+ 33.37% |
$2.11M - $2.33M
|
99.2K
$9.43M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
45KNew |
$3.82M - $4.22M
|
45K
$4.28M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$170 - $187
|
2
$190
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
537New |
$45.6K - $50.3K
|
537
$51K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.77KNew |
$320K - $353K
|
3.77K
$358K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
103+ 0.62% |
$8.74K - $9.65K
|
16.6K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-308- 66.81% |
$26.1K - $28.9K
|
153
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.89KNew |
$415K - $459K
|
4.89K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 0.23% |
$4.67K - $5.15K
|
23.9K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
611+ 611.0% |
$51.9K - $57.3K
|
711
$67.6K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-5.28K- 16.21% |
$448K - $495K
|
27.3K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-310- 3.64% |
$26.3K - $29.1K
|
8.2K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
347New |
$29.4K - $32.5K
|
347
$33K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.96KClosed |
$251K - $277K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 107.85% |
$243K - $268K
|
5.51K
$523K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.2K+ 94.12% |
$2.4M - $2.64M
|
58.2K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.2K+ 0.27% |
$102K - $113K
|
449K
$42.7M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.85K+ 16.92% |
$412K - $455K
|
33.5K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
17.7K+ 71.82% |
$1.5M - $1.65M
|
42.2K
$4.01M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.12% |
$117K - $130K
|
18K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-45.9K- 3.96% |
$3.9M - $4.3M
|
1.11M
$106M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-3.2K- 48.48% |
$272K - $300K
|
3.4K
$323K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.33KNew |
$198K - $218K
|
2.33K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 11.86% |
$159K - $175K
|
17.7K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3- 15.79% |
$255 - $281
|
16
$1.52K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
30.2KNew |
$2.57M - $2.83M
|
30.2K
$2.87M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
60New |
$5.09K - $5.62K
|
60
$5.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.59K+ 18.15% |
$220K - $243K
|
16.9K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.17KNew |
$778K - $859K
|
9.17K
$871K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-40.7K- 90.91% |
$3.45M - $3.81M
|
4.07K
$387K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-282- 83.68% |
$23.9K - $26.4K
|
55
$5.23K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$138K - $152K
|
1.63K
$154K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.15KNew |
$267K - $295K
|
3.15K
$299K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.12K- 29.12% |
$180K - $199K
|
5.16K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.4KNew |
$204K - $225K
|
2.4K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-141- 2.43% |
$12K - $13.2K
|
5.66K
$538K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-24.1K- 71.88% |
$2.05M - $2.26M
|
9.43K
$896K
|
|