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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
20+ 0.1% |
$1.89K - $2.13K
|
20.5K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150K+ 11.9% |
$14.1M - $15.9M
|
1.41M
$124M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
281K+ 7.27% |
$26.5M - $29.9M
|
4.14M
$367M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.4K+ 55.09% |
$1.55M - $1.75M
|
46.3K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
255+ 5.3% |
$24.1K - $27.1K
|
5.07K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.46K+ 3.25% |
$421K - $475K
|
142K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
378+ 1.95% |
$35.7K - $40.2K
|
19.8K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-29- 0.97% |
$2.74K - $3.09K
|
2.95K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.28KNew |
$215K - $243K
|
2.28K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.1K+ 7.65% |
$1.43M - $1.61M
|
213K
$18.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
25.5K+ 60.37% |
$2.41M - $2.72M
|
67.9K
$6M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
41.6KNew |
$3.93M - $4.43M
|
41.6K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70+ 1.73% |
$6.61K - $7.45K
|
4.11K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.1KNew |
$104K - $117K
|
1.1K
$97.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.8KNew |
$1.49M - $1.68M
|
15.8K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
13.7KNew |
$1.29M - $1.45M
|
13.7K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.94K+ 8.81% |
$371K - $419K
|
48.6K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
317+ 0.62% |
$29.9K - $33.7K
|
51.2K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6.6K+ 53.94% |
$622K - $702K
|
18.8K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.68KNew |
$347K - $391K
|
3.68K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.4KNew |
$1.36M - $1.54M
|
14.4K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.17K- 48.84% |
$488K - $550K
|
5.42K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
21.7K+ 8.7% |
$2.05M - $2.31M
|
271K
$24M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.9K- 32.98% |
$180K - $203K
|
3.87K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.69K+ 3.44% |
$253K - $286K
|
80.9K
$7.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 0.14% |
$2.64K - $2.98K
|
19.5K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-191K- 32.24% |
$18M - $20.3M
|
400K
$35.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 7.49% |
$131K - $147K
|
19.9K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31.9K+ 6.18% |
$3.01M - $3.39M
|
547K
$48.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6.81K+ 19.99% |
$643K - $725K
|
40.9K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.2K+ 6.02% |
$5.11M - $5.76M
|
953K
$84.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.1K+ 9.2% |
$1.15M - $1.29M
|
144K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
19KNew |
$1.79M - $2.02M
|
19K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46K- 31.09% |
$4.34M - $4.9M
|
102K
$9.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
55.3KNew |
$5.22M - $5.88M
|
55.3K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
114KNew |
$10.8M - $12.1M
|
114K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.69K+ 5.66% |
$631K - $711K
|
125K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5K+ 11.86% |
$1.08M - $1.22M
|
108K
$9.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
851+ 5.04% |
$80.3K - $90.6K
|
17.7K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
82.4KNew |
$7.77M - $8.76M
|
82.4K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 142.06% |
$270K - $305K
|
4.88K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-702- 13.81% |
$66.2K - $74.7K
|
4.38K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11K+ 9.18% |
$1.04M - $1.17M
|
131K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-672- 0.59% |
$63.4K - $71.5K
|
114K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-910- 1.71% |
$85.9K - $96.8K
|
52.3K
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$242K - $272K
|
2.56K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
30.4KNew |
$2.87M - $3.24M
|
30.4K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.97K+ 2.76% |
$186K - $209K
|
73.2K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
22.7K+ 284.81% |
$2.14M - $2.42M
|
30.7K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.16KNew |
$581K - $655K
|
6.16K
$545K
|