Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSU)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSU) 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 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-87- 0.79% |
$5.98K - $6.45K
|
10.9K
$805K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
164New |
$11.3K - $12.2K
|
164
$12.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
8+ 0.15% |
$550 - $593
|
5.22K
$385K
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.22K- 23.03% |
$67.1K - $83.4K
|
4.06K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.28% |
$331 - $412
|
2.16K
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.79KNew |
$264K - $328K
|
4.79K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-644- 9.33% |
$35.6K - $44.2K
|
6.26K
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
374+ 22.2% |
$20.7K - $25.7K
|
2.06K
$152K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
184+ 2.05% |
$10.2K - $12.6K
|
9.16K
$677K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
232+ 61.87% |
$12.8K - $15.9K
|
607
$44.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
50.5KNew |
$2.79M - $3.47M
|
50.5K
$3.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5+ 0.11% |
$276 - $343
|
4.71K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-419- 1.32% |
$23.1K - $28.7K
|
31.2K
$2.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-691- 42.52% |
$38.2K - $47.4K
|
934
$69K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.23MNew |
$67.9M - $84.4M
|
1.23M
$90.9M
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$13.9K - $15.6K
|
226
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.85K- 13.58% |
$175K - $197K
|
18.1K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.56K+ 20.9% |
$157K - $177K
|
14.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
318+ 58.78% |
$19.5K - $22K
|
859
$63.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$6.39M - $7.19M
|
104K
$7.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
100+ 1.12% |
$6.14K - $6.91K
|
9.06K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-158- 3.05% |
$9.7K - $10.9K
|
5.02K
$371K
|
|
| Q4 2024 | |||||||
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 6.77% |
$19.3K - $20.9K
|
4.73K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
586+ 2.51% |
$37.7K - $40.8K
|
23.9K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.92K+ 2.87% |
$574K - $621K
|
319K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-611- 15.51% |
$39.3K - $42.5K
|
3.33K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.54KNew |
$99K - $107K
|
1.54K
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
935+ 27.58% |
$60.1K - $65.1K
|
4.33K
$320K
|
|
| Q3 2024 | |||||||
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.89KNew |
$230K - $254K
|
3.89K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 2.97% |
$1.24K - $1.37K
|
687
$50.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9.6KNew |
$566K - $627K
|
9.6K
$709K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.6KNew |
$551K - $598K
|
9.6K
$709K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56+ 4.11% |
$2.64K - $3.16K
|
1.42K
$105K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-391- 96.07% |
$19.2K - $20.9K
|
16
$1.18K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 1.44% |
$105K - $115K
|
156K
$11.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.29M - $1.41M
|
27.3K
$2.02M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.8K+ 86.71% |
$226K - $248K
|
10.3K
$764K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.42K- 56.49% |
$316K - $363K
|
5.72K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.25KNew |
$224K - $257K
|
5.25K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$63.2K - $72.5K
|
1.48K
$110K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
606KNew |
$25.8M - $29.7M
|
606K
$44.8M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 13.23% |
$53.7K - $64.5K
|
10.8K
$800K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-436- 2.28% |
$18.5K - $22.2K
|
18.7K
$1.38M
|
|