Latest Institutional Transactions on American Centy ETF Tr Avantis (AVGE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVGE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
471+ 62.97% |
N/A
|
1.22K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
217+ 7.95% |
N/A
|
2.95K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 11.22% |
N/A
|
104K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.15K+ 25.04% |
N/A
|
15.7K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-262- 87.33% |
N/A
|
38
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.97KNew |
N/A
|
3.97K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
435+ 1.6% |
N/A
|
27.7K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
852+ 36.09% |
N/A
|
3.21K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
72.1K+ 44.93% |
N/A
|
233K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
823+ 21.1% |
N/A
|
4.72K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
791+ 29.89% |
N/A
|
3.44K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-15- 0.55% |
N/A
|
2.7K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 0.55% |
N/A
|
717
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.17K- 2.13% |
N/A
|
99.9K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
85New |
N/A
|
85
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-959- 17.12% |
N/A
|
4.64K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
147+ 4.04% |
N/A
|
3.79K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.05K+ 10.44% |
N/A
|
32.3K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
388+ 10.9% |
N/A
|
3.95K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-18.6K- 22.83% |
N/A
|
62.8K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
260+ 4.44% |
N/A
|
6.11K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
4.55K+ 19.48% |
N/A
|
27.9K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.79K+ 13.38% |
N/A
|
40.6K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.74K+ 6.51% |
N/A
|
28.5K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
518+ 0.94% |
N/A
|
55.9K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
375+ 5.54% |
N/A
|
7.14K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-67- 2.75% |
N/A
|
2.37K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.43KNew |
N/A
|
2.43K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.72KNew |
N/A
|
4.72K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-122- 4.02% |
N/A
|
2.91K
$0
|
|
| Q3 2025 | |||||||
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.77KNew |
N/A
|
5.77K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106+ 46.49% |
N/A
|
334
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 100.0% |
N/A
|
4
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6- 0.04% |
N/A
|
16.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
993+ 12.05% |
N/A
|
9.23K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.24K+ 6.43% |
N/A
|
37K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
505+ 6.16% |
N/A
|
8.7K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45+ 13.24% |
N/A
|
385
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
595+ 2.48% |
N/A
|
24.6K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
27+ 0.11% |
N/A
|
24.8K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 185.75% |
N/A
|
2.07K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-733- 8.49% |
N/A
|
7.9K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.54K- 24.76% |
N/A
|
4.69K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.4K- 70.55% |
N/A
|
6.44K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
609+ 3.02% |
N/A
|
20.7K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
5.38KNew |
N/A
|
5.38K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
978+ 8.9% |
N/A
|
12K
$0
|
|