Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSD)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-114- 4.79% |
$6.14K - $7.72K
|
2.27K
$164K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16KNew |
$861K - $1.08M
|
16K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.05KNew |
$164K - $207K
|
3.05K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
183New |
$9.85K - $12.4K
|
183
$13.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-609- 4.77% |
$32.8K - $41.3K
|
12.2K
$878K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-156- 1.6% |
$8.4K - $10.6K
|
9.6K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.53KNew |
$298K - $375K
|
5.53K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
69+ 1.72% |
$3.72K - $4.67K
|
4.07K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
660KNew |
$35.5M - $44.7M
|
660K
$47.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
60+ 1.68% |
$3.23K - $4.06K
|
3.62K
$262K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99New |
$5.43K - $6.15K
|
99
$7.14K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
124+ 9.28% |
$6.81K - $7.7K
|
1.46K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88.9KNew |
$4.88M - $5.52M
|
88.9K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 19.23% |
$54.9K - $62.1K
|
6.2K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17- 0.31% |
$933 - $1.06K
|
5.48K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-703- 14.24% |
$38.6K - $43.7K
|
4.24K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.48KNew |
$191K - $216K
|
3.48K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.12K- 18.51% |
$116K - $131K
|
9.31K
$672K
|
|
| Q4 2024 | |||||||
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 19.72% |
$55.6K - $59.9K
|
6.07K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.89KNew |
$272K - $293K
|
4.89K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
116+ 1.35% |
$6.45K - $6.95K
|
8.74K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
711+ 1.05% |
$39.5K - $42.6K
|
68.4K
$4.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.79KNew |
$99.3K - $107K
|
1.79K
$129K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
508New |
$27.4K - $31K
|
508
$36.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.71KNew |
$200K - $226K
|
3.71K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.03KNew |
$163K - $185K
|
3.03K
$219K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-511- 2.92% |
$27.6K - $31.2K
|
17K
$1.23M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-88.6K- 94.92% |
$4.81M - $5.17M
|
4.74K
$342K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-720- 20.45% |
$39.1K - $42K
|
2.8K
$202K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.67K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$12.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$5.77K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-713- 1.06% |
$35.4K - $37.5K
|
66.9K
$4.83M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.84KNew |
$234K - $283K
|
5.84K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$52.8K - $63.9K
|
1.32K
$95.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66New |
$2.66K - $3.21K
|
66
$4.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.11K+ 18.62% |
$125K - $151K
|
19.8K
$1.43M
|
|