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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
40.4K+ 33.45% |
$3.04M - $3.69M
|
161K
$15.3M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.16K- 11.96% |
$238K - $288K
|
23.3K
$2.21M
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.61K+ 11.93% |
$121K - $147K
|
15.1K
$1.43M
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
312+ 6.91% |
$23.5K - $28.5K
|
4.83K
$459K
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.75K+ 6.48% |
$282K - $342K
|
61.6K
$5.85M
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-424- 3.72% |
$31.9K - $38.7K
|
11K
$1.04M
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
132K+ 1593.88% |
$9.9M - $12M
|
140K
$13.3M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.66K+ 21.6% |
$426K - $517K
|
31.9K
$3.03M
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-79- 1.48% |
$5.94K - $7.21K
|
5.25K
$499K
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
218+ 0.36% |
$16.4K - $19.9K
|
61.4K
$5.84M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.41KNew |
$331K - $402K
|
4.41K
$419K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.6K+ 9.01% |
$1.1M - $1.33M
|
176K
$16.8M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-566- 0.59% |
$42.5K - $51.6K
|
95.4K
$9.07M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-146K- 19.47% |
$11M - $13.3M
|
605K
$57.6M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
130K+ 624.44% |
$9.76M - $11.8M
|
151K
$14.3M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.51K+ 6.89% |
$264K - $320K
|
54.5K
$5.18M
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.83K+ 3.25% |
$288K - $349K
|
121K
$11.5M
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5.44K+ 5.77% |
$409K - $496K
|
99.7K
$9.48M
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.65K+ 25.02% |
$575K - $697K
|
38.2K
$3.63M
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.6K+ 5.3% |
$496K - $602K
|
131K
$12.5M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.99K+ 110.44% |
$300K - $364K
|
7.6K
$722K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.63K+ 1.7% |
$348K - $422K
|
276K
$26.3M
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 80.31% |
$795K - $965K
|
23.8K
$2.26M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.8K- 3.36% |
$211K - $256K
|
80.7K
$7.67M
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.85K+ 3.79% |
$289K - $351K
|
105K
$10M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
201+ 1.67% |
$15.1K - $18.3K
|
12.2K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
267+ 3.97% |
$20.1K - $24.4K
|
6.99K
$664K
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-665- 2.49% |
$50K - $60.7K
|
26K
$2.47M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-21K- 23.0% |
$1.58M - $1.91M
|
70.2K
$6.67M
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.69% |
$2.78K - $3.37K
|
5.37K
$510K
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
4.37K+ 7.8% |
$329K - $399K
|
60.4K
$5.74M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50.4K+ 5.82% |
$3.79M - $4.59M
|
915K
$87M
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.8K+ 1.63% |
$285K - $346K
|
236K
$22.5M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
52K+ 8.91% |
$3.91M - $4.74M
|
636K
$60.4M
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.9K+ 25.82% |
$218K - $265K
|
14.1K
$1.34M
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
7.1K+ 33.2% |
$533K - $647K
|
28.5K
$2.71M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.17K- 99.26% |
$313K - $380K
|
31
$2.95K
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
86.1K+ 17.95% |
$6.47M - $7.85M
|
566K
$53.8M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.24K- 28.32% |
$93K - $113K
|
3.13K
$298K
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-14.2K- 36.74% |
$1.07M - $1.29M
|
24.4K
$2.32M
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
282+ 0.43% |
$21.2K - $25.7K
|
66.5K
$6.32M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-126- 2.68% |
$9.47K - $11.5K
|
4.57K
$435K
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.95K+ 2.5% |
$297K - $360K
|
162K
$15.4M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.66K- 24.36% |
$350K - $425K
|
14.5K
$1.38M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
62.8K+ 23.66% |
$4.72M - $5.73M
|
328K
$31.2M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
865+ 1.69% |
$65K - $78.9K
|
52.1K
$4.95M
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.44K+ 8.63% |
$334K - $405K
|
55.9K
$5.31M
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
25.6K+ 21.4% |
$1.92M - $2.33M
|
145K
$13.8M
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
4.71K+ 70.21% |
$354K - $430K
|
11.4K
$1.09M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.41K+ 21.66% |
$331K - $402K
|
24.8K
$2.35M
|