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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.48KNew |
$211K - $249K
|
2.48K
$236K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
21.8K+ 8.02% |
$1.85M - $2.19M
|
293K
$27.8M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
17.8K+ 10.45% |
$1.51M - $1.79M
|
188K
$17.9M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.09K+ 13.69% |
$262K - $311K
|
25.6K
$2.44M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
11.2K+ 1.12% |
$952K - $1.13M
|
1.01M
$96.1M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-206- 21.75% |
$17.5K - $20.7K
|
741
$70.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12K+ 15.27% |
$1.02M - $1.2M
|
90.4K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
130New |
$11K - $13.1K
|
130
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-33.6K- 32.7% |
$2.85M - $3.38M
|
69.1K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.25K+ 1048.03% |
$701K - $830K
|
9.04K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 9.96% |
$320K - $379K
|
34K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.22KNew |
$359K - $425K
|
4.22K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.69KNew |
$483K - $572K
|
5.69K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.1K+ 12.5% |
$1.97M - $2.33M
|
208K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06KNew |
$90K - $107K
|
1.06K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.97K- 2.72% |
$252K - $299K
|
106K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-30.4K- 20.51% |
$2.58M - $3.06M
|
118K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8K+ 10.84% |
$1M - $1.18M
|
120K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.34K- 4.32% |
$198K - $235K
|
51.7K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.3K+ 147.95% |
$1.81M - $2.14M
|
35.7K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.7K+ 26.09% |
$2.95M - $3.49M
|
168K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.29K- 14.46% |
$619K - $733K
|
43.1K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
136K+ 13.97% |
$11.6M - $13.7M
|
1.11M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
369K+ 18.25% |
$31.3M - $37.1M
|
2.39M
$227M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-241K- 6.97% |
$20.5M - $24.3M
|
3.22M
$306M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-71- 0.43% |
$6.03K - $7.14K
|
16.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15.1K+ 5.93% |
$1.28M - $1.52M
|
270K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-39.9K- 91.45% |
$3.39M - $4.02M
|
3.73K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.7K+ 6.0% |
$912K - $1.08M
|
190K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.6K+ 1.81% |
$1.07M - $1.27M
|
706K
$67M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
7.23KNew |
$614K - $728K
|
7.23K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
43.9K+ 8.02% |
$3.73M - $4.42M
|
591K
$56.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.82K+ 4.2% |
$410K - $485K
|
120K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 48.17% |
$192K - $227K
|
6.95K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.91K+ 0.93% |
$672K - $796K
|
860K
$81.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.8K- 5.85% |
$2.27M - $2.69M
|
430K
$40.9M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
212+ 3.1% |
$18K - $21.3K
|
7.06K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-331- 1.11% |
$28.1K - $33.3K
|
29.5K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.53K+ 3.27% |
$130K - $154K
|
48.1K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.85K+ 2.17% |
$157K - $186K
|
87.3K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.93K+ 90.58% |
$249K - $295K
|
6.17K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
94.2K+ 11.2% |
$8M - $9.47M
|
935K
$88.8M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.15K+ 10.84% |
$182K - $216K
|
21.9K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.06KNew |
$345K - $408K
|
4.06K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.16K- 4.74% |
$439K - $520K
|
104K
$9.86M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.1K+ 6.55% |
$859K - $1.02M
|
165K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75.6K+ 51.14% |
$6.42M - $7.61M
|
224K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
327K+ 28.27% |
$27.7M - $32.9M
|
1.48M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.6K+ 400.0% |
$1.16M - $1.37M
|
17K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-41- 0.17% |
$3.48K - $4.13K
|
24.1K
$2.29M
|