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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.68K- 0.87% |
$143K - $169K
|
191K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-38.9K- 62.08% |
$3.31M - $3.92M
|
23.8K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-388K- 56.9% |
$33M - $39.1M
|
294K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.59K+ 13.74% |
$475K - $562K
|
46.3K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.35K+ 26.44% |
$115K - $136K
|
6.46K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
12.9K+ 11.41% |
$1.1M - $1.3M
|
126K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-125- 0.27% |
$10.6K - $12.6K
|
45.9K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.21K+ 3.58% |
$188K - $223K
|
64.1K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.73KClosed |
$571K - $677K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 7.99% |
$148K - $175K
|
23.5K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.32K+ 2.74% |
$367K - $435K
|
162K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.7K+ 2.52% |
$144K - $171K
|
68.9K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
14.1K+ 17.08% |
$1.2M - $1.42M
|
96.9K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.51K+ 2.82% |
$213K - $252K
|
91.3K
$8.67M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.9K+ 88.79% |
$1.95M - $2.31M
|
48.7K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-18.4K- 24.3% |
$1.57M - $1.85M
|
57.4K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
487+ 4.11% |
$41.4K - $49K
|
12.3K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
23.3KNew |
$1.98M - $2.35M
|
23.3K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
614+ 2.42% |
$52.2K - $61.8K
|
25.9K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-196- 53.12% |
$16.7K - $19.7K
|
173
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-523- 1.81% |
$44.4K - $52.6K
|
28.4K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43+ 4300.0% |
$3.65K - $4.33K
|
44
$4.18K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-8.33K- 24.05% |
$708K - $838K
|
26.3K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
779+ 32.36% |
$66.2K - $78.4K
|
3.19K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
28.1K+ 2.85% |
$2.38M - $2.82M
|
1.01M
$96.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.43K+ 22.31% |
$376K - $446K
|
24.3K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.33K+ 0.42% |
$198K - $234K
|
557K
$53M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.48K+ 50.29% |
$635K - $753K
|
22.4K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
277K+ 28.97% |
$23.5M - $27.9M
|
1.23M
$117M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.2K- 1.28% |
$102K - $121K
|
92.6K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.15K+ 2.92% |
$182K - $216K
|
75.7K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
15.2K+ 50.48% |
$1.29M - $1.53M
|
45.4K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 27.7% |
$440K - $521K
|
23.9K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 53.76% |
$1.87M - $2.21M
|
62.8K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.7KNew |
$1.84M - $2.18M
|
21.7K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.65K+ 60.28% |
$140K - $166K
|
4.37K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-2.19K- 6.98% |
$186K - $220K
|
29.2K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-119K- 9.83% |
$10.1M - $12M
|
1.09M
$104M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-910- 18.49% |
$77.3K - $91.6K
|
4.01K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
941New |
$79.9K - $94.7K
|
941
$89.4K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
731+ 5.84% |
$62.1K - $73.6K
|
13.2K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.46K- 30.98% |
$124K - $147K
|
3.25K
$309K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46.7K+ 6.74% |
$3.97M - $4.7M
|
740K
$70.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.11K- 10.76% |
$264K - $313K
|
25.8K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$441K - $523K
|
5.2K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 6.15% |
$300K - $355K
|
60.8K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.81K- 5.99% |
$579K - $686K
|
107K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 6.12% |
$947K - $1.12M
|
193K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
440K+ 322.71% |
$37.4M - $44.3M
|
576K
$54.8M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.85K- 39.71% |
$157K - $186K
|
2.8K
$266K
|