Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSC)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSC) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
223+ 2.74% |
$10.7K - $12.5K
|
8.37K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.75KNew |
$276K - $322K
|
5.75K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
194+ 3.06% |
$9.33K - $10.9K
|
6.54K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 6.61% |
$146K - $170K
|
48.9K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.63K- 8.83% |
$78.3K - $91.4K
|
16.8K
$752K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.5K- 20.65% |
$120K - $140K
|
9.59K
$428K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.76KNew |
$421K - $492K
|
8.76K
$391K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-763- 8.43% |
$36.7K - $42.8K
|
8.29K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$96.2 - $112
|
8.71K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.86K- 1.66% |
$185K - $217K
|
228K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
199KNew |
$9.55M - $11.2M
|
199K
$8.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.24K- 20.19% |
$444K - $519K
|
36.5K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.87K+ 6.38% |
$138K - $161K
|
47.9K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.95K+ 20.28% |
$238K - $278K
|
29.4K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
22+ 0.27% |
$1.06K - $1.23K
|
8.03K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 4.3% |
$121K - $141K
|
60.9K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-513- 0.52% |
$24.7K - $28.8K
|
97.6K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.83% |
$1.2K - $1.4K
|
145
$6.48K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.58KNew |
$268K - $313K
|
5.58K
$249K
|
|
| Q4 2024 | |||||||
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3.77K- 5.17% |
$199K - $224K
|
69.2K
$3.09M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$735K - $831K
|
14K
$623K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
47.7KNew |
$2.51M - $2.84M
|
47.7K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.8K- 99.69% |
$2.1M - $2.37M
|
123
$5.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.4KNew |
$1.81M - $2.05M
|
34.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
650+ 2.41% |
$34.3K - $38.7K
|
27.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.86K+ 238.41% |
$414K - $468K
|
11.2K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
589+ 2.33% |
$31K - $35.1K
|
25.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.51K+ 854.54% |
$501K - $567K
|
10.6K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20.6K+ 10.31% |
$1.08M - $1.23M
|
220K
$9.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84New |
$4.43K - $5K
|
84
$3.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-539- 2.28% |
$28.4K - $32.1K
|
23.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.35% |
$949 - $1.07K
|
5.11K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-979- 5.62% |
$51.6K - $58.3K
|
16.4K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 8.45% |
$165K - $187K
|
40.2K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
968New |
$51K - $57.7K
|
968
$43.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69KNew |
$194K - $220K
|
3.69K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$5.11K - $5.78K
|
97
$4.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
84.9K+ 2023.9% |
$4.47M - $5.06M
|
89.1K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.01KNew |
$106K - $120K
|
2.01K
$89.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$732K - $827K
|
13.9K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-610- 4.62% |
$32.1K - $36.3K
|
12.6K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5MNew |
$605M - $684M
|
11.5M
$513M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.64K- 3.56% |
$455K - $515K
|
234K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.31% |
$158 - $179
|
960
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
394K+ 14739.58% |
$20.8M - $23.5M
|
397K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$207K - $234K
|
3.93K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.23K+ 4.43% |
$434K - $490K
|
194K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-50- 1.16% |
$2.64K - $2.98K
|
4.28K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.6K+ 6.95% |
$1.09M - $1.23M
|
318K
$14.2M
|
|