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 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-3.21K- 6.13% |
$303K - $328K
|
49.2K
$4.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
228+ 0.12% |
$21.5K - $23.3K
|
197K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-662- 5.9% |
$62.5K - $67.6K
|
10.6K
$913K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-100- 4.16% |
$9.44K - $10.2K
|
2.3K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
318+ 0.08% |
$30K - $32.5K
|
421K
$36.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.56K+ 2.43% |
$336K - $364K
|
150K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10- 5.18% |
$944 - $1.02K
|
183
$15.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
138+ 6.31% |
$13K - $14.1K
|
2.32K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.6K+ 2.8% |
$2.13M - $2.31M
|
830K
$71.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.95K+ 37.15% |
$184K - $199K
|
7.2K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11New |
$1.04K - $1.12K
|
11
$951
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-149- 5.33% |
$14.1K - $15.2K
|
2.65K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
117K+ 24.06% |
$11.1M - $12M
|
605K
$52.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.65K- 18.02% |
$628K - $679K
|
30.3K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
100New |
$9.44K - $10.2K
|
100
$8.65K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
14.3K+ 4.65% |
$1.35M - $1.46M
|
322K
$27.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-11.9K- 18.31% |
$1.12M - $1.21M
|
53K
$4.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-184- 2.59% |
$17.4K - $18.8K
|
6.93K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.11K+ 82.04% |
$671K - $725K
|
15.8K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1.29K- 0.5% |
$122K - $132K
|
258K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$1.98M - $2.14M
|
21K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.9KNew |
$651K - $704K
|
6.9K
$597K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.77KNew |
$356K - $385K
|
3.77K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-32- 0.04% |
$3.02K - $3.27K
|
75.8K
$6.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.1K+ 0.94% |
$198K - $214K
|
226K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.2K+ 1.69% |
$965K - $1.04M
|
614K
$53.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
16+ 0.34% |
$1.51K - $1.63K
|
4.73K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.04% |
$1.42K - $1.53K
|
41.2K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 165.57% |
$38.1K - $41.2K
|
648
$56K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.91KNew |
$841K - $910K
|
8.91K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.41K+ 23.83% |
$227K - $246K
|
12.5K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
272+ 5.04% |
$25.7K - $27.8K
|
5.66K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-140- 0.21% |
$13.2K - $14.3K
|
67.3K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-99- 0.48% |
$9.34K - $10.1K
|
20.4K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
392+ 128.52% |
$37K - $40K
|
697
$60.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-12.2K- 32.88% |
$1.16M - $1.25M
|
25K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.52K+ 6.81% |
$333K - $360K
|
55.3K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
17.2K+ 1.62% |
$1.63M - $1.76M
|
1.08M
$93.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.5K- 7.94% |
$1.65M - $1.78M
|
202K
$17.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-19.7M- 98.91% |
$1.86B - $2.01B
|
217K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-50- 4.16% |
$4.72K - $5.1K
|
1.15K
$99.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.53KNew |
$333K - $360K
|
3.53K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-772- 3.92% |
$72.8K - $78.8K
|
18.9K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-116- 5.08% |
$10.9K - $11.8K
|
2.17K
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-3- 0.06% |
$283 - $306
|
5.11K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
118+ 4.11% |
$11.1K - $12K
|
2.99K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-7.1K- 1.09% |
$670K - $725K
|
646K
$55.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
35+ 0.41% |
$3.3K - $3.57K
|
8.54K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.22K- 46.18% |
$304K - $329K
|
3.75K
$325K
|