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 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
36.4K+ 23.59% |
$3.09M - $3.66M
|
191K
$18.1M
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
940+ 0.62% |
$79.9K - $94.6K
|
152K
$14.4M
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
583New |
$49.5K - $58.7K
|
583
$55.4K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.5KNew |
$212K - $252K
|
2.5K
$238K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.65K- 2.25% |
$650K - $769K
|
333K
$31.6M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-814- 22.52% |
$69.1K - $81.9K
|
2.8K
$266K
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
11.8K+ 64.33% |
$1M - $1.19M
|
30.2K
$2.86M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
51.8K+ 47.41% |
$4.4M - $5.22M
|
161K
$15.3M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.2K+ 10.4% |
$1.72M - $2.04M
|
215K
$20.4M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
43.5KNew |
$3.69M - $4.37M
|
43.5K
$4.13M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-27.7K- 98.8% |
$2.36M - $2.79M
|
336
$31.9K
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.8K+ 76.89% |
$1.43M - $1.69M
|
38.6K
$3.67M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
18.6K+ 105.79% |
$1.58M - $1.87M
|
36.2K
$3.44M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-870- 18.02% |
$73.9K - $87.5K
|
3.96K
$376K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
842+ 9.25% |
$71.5K - $84.7K
|
9.94K
$945K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.8K+ 12.56% |
$1.34M - $1.59M
|
142K
$13.4M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
167K+ 243.26% |
$14.2M - $16.8M
|
236K
$22.4M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
205+ 102.5% |
$17.4K - $20.6K
|
405
$38.5K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-720- 9.41% |
$61.2K - $72.4K
|
6.93K
$659K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
58+ 0.46% |
$4.93K - $5.84K
|
12.6K
$1.19M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.11K+ 16.23% |
$774K - $917K
|
65.3K
$6.2M
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
9.73K+ 66.74% |
$827K - $979K
|
24.3K
$2.31M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
20.7K+ 18.7% |
$1.76M - $2.08M
|
131K
$12.5M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.05K+ 48.87% |
$599K - $710K
|
21.5K
$2.04M
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-285- 9.11% |
$24.2K - $28.7K
|
2.84K
$270K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 5.49% |
$98K - $116K
|
22.2K
$2.11M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.98K+ 2.71% |
$169K - $200K
|
75.2K
$7.14M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
572+ 1.27% |
$48.6K - $57.6K
|
45.8K
$4.35M
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-221K- 85.19% |
$18.8M - $22.3M
|
38.5K
$3.66M
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.64K+ 13.79% |
$479K - $568K
|
46.5K
$4.42M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 8.64% |
$3.23K - $3.82K
|
402
$38.2K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.52K- 4.53% |
$129K - $152K
|
31.9K
$3.03M
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8.5K- 3.96% |
$722K - $855K
|
206K
$19.6M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 10.4% |
$2.35M - $2.78M
|
293K
$27.9M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.38K- 12.23% |
$203K - $240K
|
17.1K
$1.62M
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
48.2KNew |
$4.1M - $4.85M
|
48.2K
$4.58M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.7K+ 100.28% |
$2.69M - $3.19M
|
63.3K
$6.01M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.34K+ 8.3% |
$369K - $437K
|
56.6K
$5.38M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26.6K+ 34.19% |
$2.26M - $2.68M
|
104K
$9.92M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.26K+ 12.35% |
$107K - $126K
|
11.4K
$1.09M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.86K+ 239.55% |
$413K - $489K
|
6.89K
$654K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-321- 7.88% |
$27.3K - $32.3K
|
3.75K
$357K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.16K+ 1.71% |
$98.8K - $117K
|
69K
$6.56M
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
53.2KNew |
$4.52M - $5.35M
|
53.2K
$5.05M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 0.37% |
$1.19K - $1.41K
|
3.78K
$359K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-846- 59.79% |
$71.9K - $85.1K
|
569
$54.1K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
752KNew |
$63.9M - $75.6M
|
752K
$71.4M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-2.77K- 5.85% |
$235K - $278K
|
44.5K
$4.23M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-8.67K- 45.5% |
$737K - $872K
|
10.4K
$986K
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.1K+ 45.83% |
$939K - $1.11M
|
35.2K
$3.34M
|