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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-731- 2.4% |
$38.5K - $43.5K
|
29.7K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.18K+ 15.86% |
$273K - $308K
|
37.8K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
641+ 7.27% |
$33.8K - $38.2K
|
9.45K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
420+ 1.78% |
$22.1K - $25K
|
24K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.07K+ 10.96% |
$267K - $302K
|
51.3K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
84.9K+ 2027.04% |
$4.47M - $5.05M
|
89K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.45K+ 68.35% |
$287K - $325K
|
13.4K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.58K- 1.25% |
$83.2K - $94K
|
124K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18K+ 7.96% |
$946K - $1.07M
|
243K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
208+ 5.55% |
$11K - $12.4K
|
3.95K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
12KNew |
$631K - $713K
|
12K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 16790.0% |
$88.5K - $100K
|
1.69K
$89.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
10.6KNew |
$558K - $631K
|
10.6K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
29.1K+ 5.41% |
$1.53M - $1.73M
|
566K
$30.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123- 1.63% |
$6.48K - $7.33K
|
7.43K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95+ 0.44% |
$5.01K - $5.66K
|
21.7K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6KNew |
$926K - $1.05M
|
17.6K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
199New |
$10.5K - $11.9K
|
199
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.43K- 19.49% |
$233K - $264K
|
18.3K
$971K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
18.8KNew |
$993K - $1.12M
|
18.8K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.16K+ 25.02% |
$483K - $546K
|
45.8K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
63.6KNew |
$3.35M - $3.79M
|
63.6K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.2KNew |
$904K - $1.02M
|
17.2K
$911K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
24.8K+ 0.74% |
$1.3M - $1.47M
|
3.36M
$179M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.5KNew |
$1.4M - $1.58M
|
26.5K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.59KNew |
$347K - $393K
|
6.59K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
604+ 156.88% |
$31.8K - $36K
|
989
$52.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.16K- 32.95% |
$61K - $69K
|
2.36K
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.27K- 4.58% |
$66.9K - $75.7K
|
26.4K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
36.7K+ 96.28% |
$1.93M - $2.19M
|
74.8K
$3.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$2.79K - $3.16K
|
53
$2.82K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
35New |
$1.84K - $2.08K
|
35
$1.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.5% |
$52.7 - $59.6
|
201
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.87KNew |
$309K - $349K
|
5.87K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
20KNew |
$1.06M - $1.19M
|
20K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
530KNew |
$27.9M - $31.6M
|
530K
$28.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
24K+ 4.45% |
$1.27M - $1.43M
|
564K
$30M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
14.4KNew |
$759K - $858K
|
14.4K
$765K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.14K+ 6.21% |
$59.9K - $67.7K
|
19.4K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 15.65% |
$3.37K - $3.81K
|
345
$18.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.12K+ 20.34% |
$164K - $186K
|
18.5K
$980K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-120K- 44.83% |
$6.31M - $7.14M
|
147K
$7.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
233+ 647.22% |
$12.3K - $13.9K
|
269
$14.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-36.4K- 21.86% |
$1.92M - $2.17M
|
130K
$6.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
344K+ 420.45% |
$18.1M - $20.5M
|
426K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.25KNew |
$171K - $193K
|
3.25K
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
15+ 0.24% |
$791 - $894
|
6.34K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6+ 0.01% |
$316 - $357
|
86.4K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
458+ 6.3% |
$24.1K - $27.3K
|
7.73K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-13- 8.44% |
$685 - $774
|
141
$7.49K
|