Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSF) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.4K- 6.06% |
$534K - $541K
|
177K
$8.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.14K+ 6.51% |
$100K - $101K
|
35K
$1.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
52New |
$2.43K - $2.46K
|
52
$2.45K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114- 1.28% |
$5.32K - $5.39K
|
8.8K
$414K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.69K+ 18.34% |
$312K - $316K
|
43.1K
$2.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.9K+ 8.9% |
$135K - $137K
|
35.5K
$1.67M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-67- 0.94% |
$3.13K - $3.17K
|
7.09K
$334K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22K+ 21.28% |
$288K - $293K
|
35.5K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-92.1K- 99.5% |
$4.26M - $4.33M
|
466
$21.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-40.3K- 52.64% |
$1.87M - $1.9M
|
36.3K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.4K+ 1157.0% |
$111K - $113K
|
2.6K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.42KNew |
$205K - $208K
|
4.42K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.41K+ 11.51% |
$65.4K - $66.5K
|
13.7K
$644K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-753- 10.17% |
$34.8K - $35.4K
|
6.65K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.66K+ 12.54% |
$76.9K - $78.1K
|
14.9K
$702K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
57+ 1.09% |
$2.64K - $2.68K
|
5.28K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
39.5K+ 1.5% |
$1.83M - $1.86M
|
2.66M
$125M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.57MNew |
$72.5M - $73.7M
|
1.57M
$73.7M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.94KNew |
$457K - $464K
|
9.94K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-150- 0.17% |
$6.89K - $7.01K
|
85.7K
$4.03M
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.3K+ 5.27% |
$428K - $437K
|
186K
$8.74M
|
|
| Q3 2024 | |||||||
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.25K- 37.99% |
$57.5K - $59K
|
2.04K
$96K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.73KNew |
$401K - $412K
|
8.73K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
35+ 87.5% |
$1.61K - $1.65K
|
75
$3.53K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
117+ 1.1% |
$5.38K - $5.52K
|
10.7K
$506K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
422New |
$19.3K - $19.5K
|
422
$19.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$2.61K - $2.63K
|
57
$2.68K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 22.91% |
$107K - $108K
|
7.88K
$371K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.03K- 47.63% |
$367K - $371K
|
8.83K
$415K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.1K- 20.27% |
$50.8K - $51.4K
|
4.34K
$204K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31.5K- 99.97% |
$1.45M - $1.47M
|
9
$424
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$903K - $913K
|
19.6K
$922K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13.9K- 25.63% |
$640K - $647K
|
40.3K
$1.9M
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
330+ 3.91% |
$14.9K - $15.3K
|
8.77K
$413K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.22KNew |
$55.1K - $56.6K
|
1.22K
$57.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338New |
$15.4K - $15.5K
|
338
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.7KNew |
$304K - $308K
|
6.7K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15.2KNew |
$692K - $701K
|
15.2K
$717K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.15KNew |
$234K - $237K
|
5.15K
$242K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 41.78% |
$153K - $156K
|
4.67K
$220K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27KNew |
$1.23M - $1.25M
|
27K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.2K- 17.6% |
$328K - $335K
|
33.7K
$1.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-21.7K- 79.77% |
$988K - $1.01M
|
5.5K
$259K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-360- 2.77% |
$16.3K - $16.6K
|
12.6K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8New |
$361 - $370
|
8
$376
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$45.2K - $46.2K
|
1K
$47.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.73KNew |
$304K - $311K
|
6.73K
$317K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
22.2K+ 138.68% |
$1.01M - $1.05M
|
38.3K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-532- 7.36% |
$24.2K - $25.2K
|
6.7K
$315K
|
|