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 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-637- 7.13% |
$54.1K - $64.1K
|
8.3K
$788K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4K+ 505.19% |
$2.08M - $2.46M
|
29.3K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.86K- 3.88% |
$158K - $187K
|
46K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.12K+ 4.84% |
$350K - $414K
|
89.2K
$8.48M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
209K+ 2320511.0% |
$17.7M - $21M
|
209K
$19.8M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
161+ 0.34% |
$13.7K - $16.2K
|
47.4K
$4.5M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7.67K+ 5.41% |
$651K - $772K
|
149K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-10K- 14.3% |
$849K - $1.01M
|
59.9K
$5.69M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-102- 0.77% |
$8.66K - $10.3K
|
13.2K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.92K+ 5.59% |
$843K - $998K
|
187K
$17.8M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.5K+ 11.98% |
$127K - $151K
|
14K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-750- 99.6% |
$63.7K - $75.5K
|
3
$285
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
596New |
$50.6K - $60K
|
596
$56.6K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.01K+ 2.57% |
$171K - $202K
|
80.1K
$7.61M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.55K+ 3.72% |
$132K - $156K
|
43.2K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
798+ 15.25% |
$67.8K - $80.3K
|
6.03K
$573K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.41K+ 11.53% |
$460K - $545K
|
52.4K
$4.97M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9.5K+ 24.84% |
$807K - $956K
|
47.8K
$4.54M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
211+ 13.85% |
$17.9K - $21.2K
|
1.73K
$165K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-66.5K- 9.71% |
$5.65M - $6.69M
|
618K
$58.7M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
82.4KNew |
$7M - $8.29M
|
82.4K
$7.83M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18.2K+ 20.86% |
$1.54M - $1.83M
|
105K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 42.86% |
$255 - $302
|
4
$380
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.08KNew |
$602K - $713K
|
7.08K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.16K+ 1.91% |
$353K - $419K
|
222K
$21.1M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.81K+ 10.83% |
$154K - $183K
|
18.6K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11.7K+ 219.29% |
$994K - $1.18M
|
17K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
81.5KNew |
$6.93M - $8.2M
|
81.5K
$7.75M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.74KNew |
$488K - $577K
|
5.74K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.3KNew |
$1.38M - $1.64M
|
16.3K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.62KNew |
$307K - $364K
|
3.62K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-55.7K- 84.43% |
$4.73M - $5.6M
|
10.3K
$976K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.54K+ 12.85% |
$641K - $759K
|
66.2K
$6.29M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
913+ 5.65% |
$77.6K - $91.9K
|
17.1K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.95K+ 34.49% |
$675K - $800K
|
31K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.21K+ 37.93% |
$613K - $726K
|
26.2K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.92KNew |
$248K - $293K
|
2.92K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.25K- 31.36% |
$106K - $126K
|
2.74K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
25.7K+ 34.42% |
$2.18M - $2.59M
|
100K
$9.54M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.11K+ 12.08% |
$264K - $313K
|
28.8K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.91K- 0.31% |
$162K - $192K
|
613K
$58.2M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.12K+ 2.99% |
$520K - $616K
|
211K
$20.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.09K+ 6.55% |
$688K - $814K
|
132K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
89.8KNew |
$7.62M - $9.03M
|
89.8K
$8.53M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.5K+ 2.39% |
$127K - $151K
|
64.4K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18.9K+ 0.7% |
$1.6M - $1.9M
|
2.71M
$258M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.66K+ 1.43% |
$226K - $267K
|
188K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
49+ 0.35% |
$4.16K - $4.93K
|
14K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-17- 0.25% |
$1.44K - $1.71K
|
6.74K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.27K- 2.43% |
$193K - $228K
|
91.1K
$8.66M
|