Latest Institutional Transactions on American Centy ETF Tr Avantis (AVIV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIV) 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
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 0.33% |
$3.09K - $3.37K
|
15.3K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.24KNew |
$200K - $219K
|
3.24K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.08K+ 8.99% |
$128K - $140K
|
25.2K
$1.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
5.4K+ 9.42% |
$334K - $364K
|
62.7K
$4.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
71.4K+ 44.37% |
$4.41M - $4.81M
|
232K
$16.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.1K+ 5.85% |
$685K - $747K
|
200K
$13.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
953+ 8.27% |
$58.9K - $64.3K
|
12.5K
$864K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19+ 0.23% |
$1.17K - $1.28K
|
8.2K
$567K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
345+ 0.3% |
$21.3K - $23.3K
|
115K
$7.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 0.25% |
$3.28K - $3.57K
|
21K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.49KNew |
$216K - $235K
|
3.49K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.3K+ 22.92% |
$2M - $2.18M
|
173K
$12M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
975KNew |
$60.3M - $65.7M
|
975K
$67.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.2K- 3.22% |
$198K - $216K
|
96K
$6.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.01KNew |
$186K - $203K
|
3.01K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 9.84% |
$144K - $157K
|
21.3K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-3.47K- 4.31% |
$215K - $234K
|
77K
$5.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.61K- 3.7% |
$99.5K - $109K
|
41.9K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
615+ 1.81% |
$38K - $41.5K
|
34.7K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-893- 0.75% |
$55.2K - $60.2K
|
118K
$8.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.4K- 2.28% |
$396K - $432K
|
274K
$19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
862+ 6.32% |
$53.3K - $58.1K
|
14.5K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
426+ 0.43% |
$26.3K - $28.7K
|
98.7K
$6.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.7K- 11.24% |
$660K - $720K
|
84.4K
$5.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22.6K+ 9.03% |
$1.4M - $1.53M
|
273K
$18.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-750- 8.22% |
$46.4K - $50.6K
|
8.37K
$579K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
22.7K+ 23.7% |
$1.41M - $1.53M
|
119K
$8.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.84K- 4.09% |
$238K - $259K
|
90.1K
$6.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.97K+ 7.21% |
$431K - $470K
|
104K
$7.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
100+ 2.15% |
$6.18K - $6.74K
|
4.74K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.08KNew |
$190K - $208K
|
3.08K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
22.8K+ 8.03% |
$1.41M - $1.54M
|
307K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.53K+ 1.5% |
$218K - $238K
|
238K
$16.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-284- 2.78% |
$17.6K - $19.2K
|
9.92K
$687K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
525+ 2.61% |
$32.5K - $35.4K
|
20.6K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
168New |
$10.4K - $11.3K
|
168
$11.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.4K- 14.74% |
$86.7K - $94.6K
|
8.12K
$562K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.4K- 22.2% |
$457K - $499K
|
25.9K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
125+ 1.57% |
$7.73K - $8.43K
|
8.1K
$561K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-7- 0.04% |
$433 - $472
|
18.1K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-92- 89.32% |
$5.69K - $6.2K
|
11
$762
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.48K+ 10.27% |
$401K - $437K
|
69.6K
$4.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.26K- 2.22% |
$78K - $85.1K
|
55.5K
$3.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
3.18K+ 6.99% |
$196K - $214K
|
48.6K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-90- 1.89% |
$5.56K - $6.07K
|
4.68K
$324K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
873+ 93.17% |
$54K - $58.9K
|
1.81K
$125K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
6.38K+ 6.3% |
$395K - $430K
|
108K
$7.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-233- 7.16% |
$14.4K - $15.7K
|
3.02K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4.17K+ 0.89% |
$258K - $281K
|
473K
$32.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
63.9K+ 544.98% |
$3.95M - $4.31M
|
75.7K
$5.24M
|
|