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 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
141New |
$9.96K - $11.9K
|
141
$13.4K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
1.43K+ 15.46% |
$101K - $120K
|
10.7K
$1.02M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
283+ 5.66% |
$20K - $23.8K
|
5.28K
$502K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.38K+ 7.48% |
$521K - $620K
|
106K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.92KNew |
$206K - $245K
|
2.92K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.13K- 59.06% |
$291K - $347K
|
2.86K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134New |
$9.46K - $11.3K
|
134
$12.7K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.31KNew |
$516K - $615K
|
7.31K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.43K+ 15.46% |
$101K - $120K
|
10.7K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4.99K+ 3.82% |
$353K - $420K
|
136K
$12.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.15KNew |
$293K - $349K
|
4.15K
$394K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11.6K+ 6.9% |
$816K - $971K
|
179K
$17M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
609KNew |
$43M - $51.2M
|
609K
$57.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
17.3K+ 24.49% |
$1.22M - $1.46M
|
88.2K
$8.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.54K- 1.24% |
$108K - $129K
|
123K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-14- 0.46% |
$989 - $1.18K
|
3.03K
$288K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$68.4 - $80.5
|
1
$95
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
553+ 8.38% |
$37.8K - $44.5K
|
7.15K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
670New |
$45.8K - $54K
|
670
$63.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
360New |
$24.6K - $29K
|
360
$34.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2K+ 95.0% |
$137K - $161K
|
4.1K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
891New |
$61K - $71.8K
|
891
$84.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$5.29M - $6.23M
|
77.4K
$7.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
187KNew |
$12.8M - $15.1M
|
187K
$17.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
907+ 27.18% |
$62.1K - $73K
|
4.24K
$403K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.45K+ 18.81% |
$99.4K - $117K
|
9.17K
$871K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.13KNew |
$488K - $574K
|
7.13K
$677K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.81KNew |
$124K - $146K
|
1.81K
$172K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
978+ 83.88% |
$64K - $78.2K
|
2.14K
$204K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-92Closed |
$6.02K - $7.36K
|
0
$0
|
|
|
Feb 01, 2023
Q3 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
11KNew |
$721K - $881K
|
11K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
67.5K+ 45.65% |
$4.42M - $5.4M
|
215K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 25.86% |
$75.9K - $92.8K
|
3.33K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.68K+ 20.41% |
$110K - $135K
|
9.93K
$944K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.03K+ 3.58% |
$198K - $242K
|
87.6K
$8.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
29.4KNew |
$1.92M - $2.35M
|
29.4K
$2.79M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.05K+ 175.12% |
$461K - $563K
|
11.1K
$1.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
105K+ 9.97% |
$6.9M - $8.43M
|
1.16M
$110M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.1KClosed |
$74.5K - $89.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.31KClosed |
$88.8K - $107K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-271KClosed |
$18.4M - $22.2M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.02KClosed |
$341K - $410K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-14.1KClosed |
$961K - $1.16M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.46KClosed |
$303K - $364K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 64.58% |
$2.11K - $2.53K
|
79
$7.51K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
83+ 79.05% |
$5.64K - $6.78K
|
188
$17.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-228Closed |
$15.5K - $18.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
2.36K+ 13.95% |
$160K - $193K
|
19.2K
$1.83M
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-18.2KClosed |
$1.37M - $1.5M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-3.03KClosed |
$228K - $250K
|
0
$0
|
|