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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
126+ 0.72% |
$6.64K - $7.51K
|
17.6K
$933K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
361+ 4.63% |
$19K - $21.5K
|
8.15K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.2KNew |
$274K - $310K
|
5.2K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
23KNew |
$1.21M - $1.37M
|
23K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
455+ 11.75% |
$24K - $27.1K
|
4.33K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
17+ 0.18% |
$896 - $1.01K
|
9.6K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.45K+ 6.65% |
$182K - $206K
|
55.4K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-245- 6.02% |
$12.9K - $14.6K
|
3.83K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-958- 10.68% |
$50.5K - $57.1K
|
8.01K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 24.93% |
$614K - $694K
|
58.4K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25K- 73.33% |
$1.31M - $1.49M
|
9.07K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.69K+ 3.54% |
$300K - $339K
|
166K
$8.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
5.44K+ 4.82% |
$286K - $324K
|
118K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17K+ 5.03% |
$61.6K - $69.6K
|
24.4K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
340+ 2.11% |
$17.9K - $20.3K
|
16.5K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$24.6K - $27.8K
|
467
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.44K+ 5.63% |
$129K - $146K
|
45.9K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
26.1KNew |
$1.37M - $1.55M
|
26.1K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
653+ 9.27% |
$34.4K - $38.9K
|
7.7K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$158 - $179
|
8.71K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.25K+ 36.79% |
$171K - $194K
|
12.1K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81New |
$4.27K - $4.83K
|
81
$4.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.75K+ 6.5% |
$145K - $164K
|
45K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
824+ 0.85% |
$43.4K - $49.1K
|
98.2K
$5.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
28.8K+ 22.83% |
$1.52M - $1.72M
|
155K
$8.24M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.24KNew |
$224K - $253K
|
4.24K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
946+ 6.97% |
$49.9K - $56.4K
|
14.5K
$772K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-629- 34.0% |
$30.9K - $35.3K
|
1.22K
$64.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.42K- 14.43% |
$69.7K - $79.7K
|
8.42K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.17K+ 45.52% |
$106K - $122K
|
6.92K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.2K- 74.01% |
$1.53M - $1.75M
|
11K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 83.66% |
$497K - $568K
|
22.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 7.87% |
$70K - $80K
|
16.7K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
443+ 2.0% |
$21.7K - $24.9K
|
22.6K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
509+ 21.96% |
$25K - $28.6K
|
2.83K
$150K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.23KNew |
$60.1K - $68.8K
|
1.23K
$65.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.91KNew |
$192K - $220K
|
3.91K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
250New |
$12.3K - $14K
|
250
$13.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.18K+ 27.06% |
$107K - $122K
|
10.2K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 50.0% |
$1.96K - $2.25K
|
120
$6.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15KNew |
$302K - $345K
|
6.15K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
597+ 0.32% |
$29.3K - $33.5K
|
186K
$9.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
295New |
$14.5K - $16.6K
|
295
$15.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.62KNew |
$227K - $259K
|
4.62K
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
135K+ 823.37% |
$6.61M - $7.56M
|
151K
$8.03M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
249New |
$11.9K - $13K
|
249
$13.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.36K- 83.99% |
$113K - $123K
|
450
$23.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$65.4K - $71.4K
|
1.37K
$72.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
222New |
$10.6K - $11.6K
|
222
$11.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.06% |
$335 - $366
|
665
$35.3K
|
|