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 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-21K- 12.63% |
$1.98M - $2.23M
|
145K
$14.5M
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-280- 5.48% |
$26.4K - $29.8K
|
4.83K
$482K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.36M - $1.53M
|
14.4K
$1.43M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3K- 10.64% |
$283K - $319K
|
25.2K
$2.51M
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.64K- 28.2% |
$249K - $281K
|
6.72K
$671K
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 7.88% |
$105K - $118K
|
15.2K
$1.52M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.87K+ 2.43% |
$837K - $944K
|
373K
$37.3M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
25.1K+ 21.87% |
$2.37M - $2.67M
|
140K
$14M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8K+ 21.23% |
$1.02M - $1.15M
|
61.7K
$6.16M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-13.6K- 5.5% |
$1.29M - $1.45M
|
235K
$23.4M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
21K+ 19.73% |
$1.98M - $2.23M
|
127K
$12.7M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
479+ 7.51% |
$45.2K - $51K
|
6.86K
$685K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.04K- 1.9% |
$476K - $536K
|
260K
$25.9M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.43% |
$9.44K - $10.6K
|
23.3K
$2.33M
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.13KNew |
$673K - $759K
|
7.13K
$712K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-506- 1.12% |
$47.8K - $53.8K
|
44.5K
$4.44M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.01K+ 4.15% |
$190K - $214K
|
50.5K
$5.04M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.61KNew |
$530K - $597K
|
5.61K
$560K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
35.4K+ 77.59% |
$3.34M - $3.77M
|
81K
$8.08M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.01K+ 5.66% |
$284K - $320K
|
56.1K
$5.6M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
33.9K+ 13.47% |
$3.2M - $3.61M
|
285K
$28.5M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.69K+ 2.47% |
$254K - $286K
|
112K
$11.2M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19KNew |
$1.79M - $2.02M
|
19K
$1.9M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.97K+ 10.86% |
$185K - $209K
|
20.1K
$2M
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.86K+ 1.77% |
$270K - $305K
|
165K
$16.4M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.16K+ 3.82% |
$676K - $762K
|
194K
$19.4M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54.7K+ 31.13% |
$5.16M - $5.82M
|
230K
$23M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 73.52% |
$1.45M - $1.63M
|
5.53K
$552K
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.82KNew |
$361K - $407K
|
3.82K
$382K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.06KNew |
$666K - $751K
|
7.06K
$704K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.01K+ 0.63% |
$473K - $533K
|
803K
$80.1M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 3.09% |
$299K - $337K
|
106K
$10.5M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.46K+ 2.31% |
$138K - $155K
|
64.6K
$6.45M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
12.3KNew |
$1.16M - $1.3M
|
12.3K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23KNew |
$2.17M - $2.45M
|
23K
$2.3M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 32.8% |
$145K - $163K
|
3.14K
$313K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-696- 23.23% |
$65.7K - $74.1K
|
2.3K
$230K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.84K- 12.19% |
$268K - $303K
|
20.5K
$2.04M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-30.9K- 28.31% |
$2.92M - $3.29M
|
78.3K
$7.82M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
41+ 0.06% |
$3.87K - $4.36K
|
68.5K
$6.84M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.1K- 14.13% |
$387K - $436K
|
24.9K
$2.48M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.86K+ 17.24% |
$176K - $198K
|
12.7K
$1.26M
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.45% |
$944 - $1.06K
|
2.25K
$225K
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
3.21K+ 8.13% |
$303K - $341K
|
42.7K
$4.26M
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.03K- 2.47% |
$96.7K - $109K
|
40.5K
$4.05M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8.76K+ 40.24% |
$826K - $932K
|
30.5K
$3.05M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
73+ 0.77% |
$6.89K - $7.77K
|
9.53K
$952K
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.08K+ 1.87% |
$196K - $222K
|
113K
$11.3M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.56K+ 100.79% |
$242K - $272K
|
5.1K
$509K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.14K+ 62.63% |
$485K - $547K
|
13.4K
$1.33M
|