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 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
247+ 4.88% |
$21K - $24.9K
|
5.31K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.15K- 24.65% |
$268K - $317K
|
9.63K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
16.6K+ 53.72% |
$1.41M - $1.67M
|
47.6K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
53.1K+ 28.45% |
$4.51M - $5.34M
|
240K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.05K+ 5.08% |
$344K - $408K
|
83.8K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82+ 0.06% |
$6.97K - $8.25K
|
145K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-384- 0.57% |
$32.6K - $38.6K
|
66.9K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 75.0% |
$255 - $302
|
1
$95
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.43K+ 77.15% |
$461K - $547K
|
12.5K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-894- 5.09% |
$75.9K - $90K
|
16.7K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.7K+ 12.62% |
$145K - $171K
|
15.2K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
258K+ 11.29% |
$21.9M - $25.9M
|
2.54M
$241M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-796- 8.68% |
$67.6K - $80.1K
|
8.37K
$795K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
7.35K+ 11.63% |
$624K - $739K
|
70.5K
$6.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.1K+ 5.96% |
$1.28M - $1.52M
|
269K
$25.5M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$960K - $1.14M
|
11.3K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.49K+ 11.73% |
$806K - $954K
|
90.3K
$8.58M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-255- 8.29% |
$21.7K - $25.7K
|
2.82K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.2K+ 44.51% |
$442K - $524K
|
16.9K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
6New |
$510 - $604
|
6
$570
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.02K+ 72.31% |
$341K - $404K
|
9.58K
$910K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
4.35KNew |
$369K - $438K
|
4.35K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.2KNew |
$272K - $322K
|
3.2K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.3KNew |
$535K - $633K
|
6.3K
$598K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-48.5K- 65.17% |
$4.12M - $4.88M
|
25.9K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-234- 1.9% |
$19.9K - $23.5K
|
12.1K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.3K- 24.33% |
$957K - $1.13M
|
35K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.53K- 5.82% |
$130K - $154K
|
24.7K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 49.56% |
$258K - $305K
|
3.09K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.92K+ 3.62% |
$248K - $293K
|
83.5K
$7.93M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.19K- 2.67% |
$186K - $220K
|
79.8K
$7.59M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14.2K+ 6.34% |
$1.21M - $1.43M
|
239K
$22.7M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
24+ 0.29% |
$2.04K - $2.41K
|
8.21K
$780K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 19.16% |
$16.9M - $20M
|
1.24M
$118M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.24% |
$2.72K - $3.22K
|
13.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.06KNew |
$515K - $610K
|
6.06K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-386- 61.17% |
$32.8K - $38.8K
|
245
$23.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.9K+ 6.93% |
$1.77M - $2.1M
|
322K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 7.64% |
$6.19M - $7.33M
|
1.03M
$97.5M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.45K+ 39.64% |
$293K - $347K
|
12.1K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.89K+ 9.59% |
$161K - $191K
|
21.7K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
725+ 18.1% |
$61.6K - $72.9K
|
4.73K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.05K+ 151.98% |
$769K - $911K
|
15K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.09K+ 4.67% |
$262K - $310K
|
69.2K
$6.57M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
421+ 3.66% |
$35.8K - $42.4K
|
11.9K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.21K+ 38.84% |
$188K - $223K
|
7.91K
$752K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
63+ 0.35% |
$5.35K - $6.34K
|
17.9K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-12.2K- 81.05% |
$1.04M - $1.23M
|
2.86K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.7K- 33.94% |
$1.42M - $1.68M
|
32.5K
$3.09M
|