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 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 60.4% |
$161K - $191K
|
5.04K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.38K- 25.48% |
$117K - $139K
|
4.04K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 5.85% |
$20.6M - $24.4M
|
4.39M
$417M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.41K+ 6.05% |
$714K - $846K
|
147K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-114- 0.21% |
$9.68K - $11.5K
|
55.2K
$5.24M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
714+ 36.41% |
$60.7K - $71.8K
|
2.68K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
35.4KNew |
$3M - $3.56M
|
35.4K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-882- 22.24% |
$74.9K - $88.7K
|
3.08K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-9.63K- 2.08% |
$818K - $969K
|
453K
$43.1M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.87K- 2.47% |
$159K - $188K
|
73.8K
$7.02M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16New |
$1.36K - $1.61K
|
16
$1.52K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.1K+ 8.44% |
$859K - $1.02M
|
130K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
67.6K+ 29.36% |
$5.75M - $6.81M
|
298K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.67K- 5.55% |
$142K - $168K
|
28.4K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
9.29K+ 1.98% |
$789K - $935K
|
480K
$45.6M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 7.03% |
$1.63M - $1.93M
|
292K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.49K+ 2.54% |
$806K - $955K
|
383K
$36.4M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
3.25K+ 5.74% |
$276K - $327K
|
59.8K
$5.68M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
97+ 0.55% |
$8.24K - $9.76K
|
17.7K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
663+ 1.36% |
$56.3K - $66.7K
|
49.3K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.29K+ 1.47% |
$194K - $230K
|
158K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-218- 5.02% |
$18.5K - $21.9K
|
4.12K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-107K- 73.79% |
$9.1M - $10.8M
|
38.1K
$3.62M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.93K+ 65.65% |
$164K - $194K
|
4.87K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.14K+ 78.36% |
$437K - $517K
|
11.7K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-387- 1.12% |
$32.9K - $38.9K
|
34.1K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
18.5K+ 1.77% |
$1.57M - $1.87M
|
1.07M
$101M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-60.6K- 26.88% |
$5.15M - $6.1M
|
165K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.1KNew |
$2.56M - $3.03M
|
30.1K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.85K- 2.29% |
$327K - $387K
|
164K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.6K+ 29.42% |
$5.32M - $6.3M
|
275K
$26.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.8K+ 7.22% |
$492K - $583K
|
86.1K
$8.18M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 1.42% |
$128K - $151K
|
107K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.43K- 2.39% |
$461K - $546K
|
222K
$21.1M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
263+ 8.6% |
$22.3K - $26.5K
|
3.32K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 160.86% |
$172K - $203K
|
3.28K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.93K+ 3.62% |
$249K - $295K
|
83.9K
$7.97M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.14K+ 7.12% |
$436K - $517K
|
77.3K
$7.34M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.37K+ 64.58% |
$202K - $239K
|
6.05K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
86.1KNew |
$7.31M - $8.66M
|
86.1K
$8.18M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.4K- 8.71% |
$886K - $1.05M
|
109K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.8K+ 5.91% |
$1.86M - $2.2M
|
391K
$37.2M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 5.3% |
$497K - $589K
|
116K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
12.2K+ 7.14% |
$1.03M - $1.23M
|
183K
$17.4M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
3.79K+ 1.64% |
$322K - $381K
|
235K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.35K+ 1.44% |
$115K - $136K
|
94.7K
$9M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 4.1% |
$252K - $298K
|
69.2K
$6.58M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 4.81% |
$1.03M - $1.22M
|
264K
$25.1M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.74K- 14.58% |
$403K - $477K
|
27.8K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
206New |
$17.5K - $20.7K
|
206
$19.6K
|