Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUS)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) 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 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
11+ 0.51% |
$1.04K - $1.12K
|
2.16K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.15K- 6.44% |
$298K - $322K
|
45.8K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.15KNew |
$202K - $219K
|
2.15K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.73K- 1.25% |
$823K - $890K
|
690K
$59.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-43.4K- 10.47% |
$4.1M - $4.43M
|
371K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
64.8KNew |
$6.11M - $6.61M
|
64.8K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.38K- 5.15% |
$791K - $855K
|
154K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-805- 7.9% |
$76K - $82.2K
|
9.38K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
81.7KNew |
$7.71M - $8.34M
|
81.7K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.69K+ 18.41% |
$725K - $784K
|
49.4K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-279- 1.95% |
$26.3K - $28.5K
|
14K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-110- 0.04% |
$10.4K - $11.2K
|
303K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.44K+ 7.4% |
$702K - $759K
|
108K
$9.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-98- 1.67% |
$9.25K - $10K
|
5.76K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
$47.2K - $51K
|
500
$43.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
148New |
$14K - $15.1K
|
148
$12.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 30.87% |
$150K - $162K
|
6.74K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
76+ 304.0% |
$7.17K - $7.76K
|
101
$8.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62+ 0.87% |
$5.85K - $6.33K
|
7.15K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.61KNew |
$340K - $368K
|
3.61K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
15.3KNew |
$1.44M - $1.56M
|
15.3K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 34.63% |
$11.4M - $12.3M
|
469K
$40.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.32K+ 6.5% |
$124K - $134K
|
21.6K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.53K+ 26.1% |
$333K - $360K
|
17.1K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
279New |
$26.3K - $28.5K
|
279
$24.1K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-987- 2.19% |
$93.1K - $101K
|
44K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
184New |
$17.4K - $18.8K
|
184
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
636+ 0.67% |
$60K - $64.9K
|
94.9K
$8.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.7K+ 1.51% |
$2.42M - $2.62M
|
1.73M
$149M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.7K- 16.83% |
$5.17M - $5.59M
|
271K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-4.63K- 2.15% |
$437K - $473K
|
211K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26.6K- 24.3% |
$2.51M - $2.71M
|
82.8K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.1K+ 6.26% |
$1.52M - $1.64M
|
273K
$23.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
207New |
$19.5K - $21.1K
|
207
$17.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
107KNew |
$10.1M - $11M
|
107K
$9.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.9K+ 0.89% |
$1.12M - $1.21M
|
1.35M
$117M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.35K- 0.26% |
$127K - $138K
|
520K
$45M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-88- 0.63% |
$8.3K - $8.98K
|
13.9K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
125K+ 4.02% |
$11.8M - $12.7M
|
3.23M
$279M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.41K+ 111.1% |
$888K - $960K
|
17.9K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6- 0.23% |
$566 - $612
|
2.56K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-146- 1.29% |
$13.8K - $14.9K
|
11.1K
$963K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 5.98% |
$7.57M - $8.19M
|
1.42M
$123M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.13KNew |
$201K - $217K
|
2.13K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.3K+ 4.91% |
$1.16M - $1.26M
|
263K
$22.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.71K- 2.5% |
$161K - $175K
|
66.8K
$5.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.01K+ 10.69% |
$473K - $512K
|
51.9K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21.5K+ 27.53% |
$2.03M - $2.2M
|
99.7K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
10.7KNew |
$1.01M - $1.09M
|
10.7K
$921K
|