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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-709- 16.66% |
$64.1K - $72.4K
|
3.55K
$346K
|
|
|
Nov 10, 2025
Q3 2025
|
Nkcfo LLC
|
BUY
|
- |
28.6KNew |
$2.58M - $2.92M
|
28.6K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 41.76% |
$1.35M - $1.52M
|
20.8K
$2.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
74+ 0.42% |
$6.69K - $7.56K
|
17.9K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
49.9KNew |
$4.51M - $5.1M
|
49.9K
$4.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
41.5K+ 15.37% |
$3.75M - $4.24M
|
311K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
17.5K+ 8.59% |
$1.58M - $1.78M
|
221K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
111New |
$10K - $11.3K
|
111
$10.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
41.3K+ 42.83% |
$3.73M - $4.22M
|
138K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
7.82K+ 350.74% |
$707K - $798K
|
10K
$980K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29New |
$2.62K - $2.96K
|
29
$2.83K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.04K+ 8.61% |
$546K - $617K
|
76.2K
$7.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
75.5K+ 990.68% |
$6.82M - $7.71M
|
83.1K
$8.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-288- 9.89% |
$26K - $29.4K
|
2.63K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
5.59K+ 6.02% |
$505K - $571K
|
98.5K
$9.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.12K+ 4.14% |
$101K - $114K
|
28.1K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.26K+ 1071.64% |
$656K - $741K
|
7.93K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-5.23K- 6.07% |
$473K - $534K
|
81K
$7.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35.4K+ 9.44% |
$3.2M - $3.62M
|
411K
$40.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-63- 0.67% |
$5.69K - $6.43K
|
9.41K
$918K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1K+ 0.69% |
$90.6K - $102K
|
146K
$14.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
24.1K+ 8.92% |
$2.18M - $2.46M
|
295K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
34+ 0.03% |
$3.07K - $3.47K
|
97.8K
$9.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5.21K+ 7.53% |
$471K - $532K
|
74.5K
$7.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
SELL
|
- |
-342- 13.35% |
$30.9K - $34.9K
|
2.22K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58.7K+ 16.4% |
$5.3M - $5.99M
|
416K
$40.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
27.7K+ 152.9% |
$2.5M - $2.83M
|
45.8K
$4.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
598+ 4.23% |
$54K - $61.1K
|
14.7K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
187K+ 69.57% |
$16.9M - $19.1M
|
456K
$44.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.78KNew |
$342K - $386K
|
3.78K
$369K
|
|
|
Nov 07, 2025
Q3 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
276+ 6.1% |
$24.9K - $28.2K
|
4.8K
$468K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
44.9K+ 13.15% |
$4.06M - $4.59M
|
386K
$37.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.56K- 0.56% |
$141K - $159K
|
275K
$26.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
35.1K+ 15.53% |
$3.17M - $3.58M
|
261K
$25.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.29K+ 3.77% |
$297K - $336K
|
90.6K
$8.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
906+ 1.04% |
$81.9K - $92.5K
|
87.9K
$8.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 0.7% |
$3.34K - $3.78K
|
5.29K
$516K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.6K+ 1.44% |
$416K - $470K
|
324K
$31.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-115- 1.95% |
$10.4K - $11.7K
|
5.78K
$564K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.23K+ 8.6% |
$111K - $126K
|
15.5K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$90.4 - $102
|
15.2K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74.8K+ 31.05% |
$6.76M - $7.64M
|
316K
$30.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.23K+ 0.68% |
$111K - $126K
|
183K
$17.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.6K+ 2.61% |
$235K - $266K
|
102K
$9.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
907+ 8.69% |
$82K - $92.6K
|
11.3K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.7K+ 26.38% |
$244K - $275K
|
12.9K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
750+ 6.18% |
$67.8K - $76.6K
|
12.9K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.9K+ 10.68% |
$352K - $398K
|
40.4K
$3.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
32.4KNew |
$2.93M - $3.31M
|
32.4K
$3.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-7.17K- 8.22% |
$648K - $732K
|
80K
$7.81M
|
|