Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIG)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIG) 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 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.3K+ 6.23% |
$544K - $562K
|
226K
$9.48M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
$229K - $236K
|
5.58K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33.3K+ 8.2% |
$1.36M - $1.41M
|
439K
$18.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
7.24K+ 11.89% |
$297K - $306K
|
68.2K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
76.9KNew |
$3.15M - $3.25M
|
76.9K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
481+ 6.9% |
$19.7K - $20.4K
|
7.45K
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.39K+ 53.22% |
$139K - $144K
|
9.77K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
161KNew |
$6.59M - $6.8M
|
161K
$6.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
516K+ 47.27% |
$21.1M - $21.8M
|
1.61M
$67.3M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.56K+ 24.75% |
$310K - $320K
|
38.1K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
379KNew |
$15.5M - $16M
|
379K
$15.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
921K+ 21.99% |
$37.8M - $39M
|
5.11M
$214M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$264K - $272K
|
6.43K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
767+ 4.84% |
$31.5K - $32.5K
|
16.6K
$696K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
97+ 0.66% |
$3.98K - $4.11K
|
14.7K
$617K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16.1K+ 111.26% |
$662K - $683K
|
30.7K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
102+ 0.3% |
$4.18K - $4.32K
|
33.7K
$1.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-10.1K- 12.39% |
$414K - $427K
|
71.3K
$2.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.1M- 50.09% |
$45M - $46.5M
|
1.09M
$45.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
46.6K+ 3.44% |
$1.91M - $1.97M
|
1.4M
$58.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
19.6K+ 135.71% |
$805K - $831K
|
34.1K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.49K+ 170.13% |
$102K - $105K
|
3.95K
$166K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
67.8K+ 15.53% |
$2.78M - $2.87M
|
504K
$21.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
449KNew |
$18.4M - $19M
|
449K
$18.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
6.85K+ 0.61% |
$281K - $290K
|
1.14M
$47.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
191+ 1.1% |
$7.83K - $8.08K
|
17.6K
$736K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.93K+ 5.99% |
$79.1K - $81.6K
|
34.1K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
710+ 6.23% |
$29.1K - $30K
|
12.1K
$507K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
65+ 0.18% |
$2.67K - $2.75K
|
37.1K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.2K+ 8.87% |
$1.69M - $1.74M
|
505K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.36K+ 3.38% |
$179K - $185K
|
133K
$5.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$1.25M - $1.29M
|
30.4K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
312+ 0.26% |
$12.8K - $13.2K
|
122K
$5.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.8K- 15.1% |
$1.26M - $1.3M
|
173K
$7.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18.7K+ 3.92% |
$767K - $791K
|
496K
$20.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
50.7K+ 9.8% |
$2.08M - $2.14M
|
567K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 2.86% |
$596K - $615K
|
522K
$21.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.14KNew |
$170K - $175K
|
4.14K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.01K+ 6.82% |
$206K - $212K
|
78.5K
$3.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.8K+ 3.08% |
$73.7K - $76K
|
60K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
247+ 0.17% |
$10.1K - $10.5K
|
142K
$5.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.68K+ 4.14% |
$110K - $114K
|
67.5K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
567+ 10.78% |
$23.3K - $24K
|
5.83K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
61+ 1.08% |
$2.5K - $2.58K
|
5.72K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 1.25% |
$287 - $296
|
565
$23.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.96K+ 4.49% |
$121K - $125K
|
68.8K
$2.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-279- 1.86% |
$11.4K - $11.8K
|
14.7K
$615K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-8.28K- 7.05% |
$340K - $350K
|
109K
$4.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-537- 2.75% |
$22K - $22.7K
|
19K
$797K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 5.3% |
$1.09M - $1.13M
|
530K
$22.2M
|
|