Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.17K+ 6.36% |
$112K - $118K
|
19.6K
$1.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.14% |
$476 - $503
|
3.62K
$353K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.15K+ 126.63% |
$109K - $115K
|
2.05K
$200K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-147- 2.66% |
$14K - $14.8K
|
5.39K
$526K
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
488+ 0.08% |
$46.5K - $49.1K
|
584K
$57M
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2.13K+ 5.15% |
$203K - $214K
|
43.5K
$4.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.03K+ 5.41% |
$98.3K - $104K
|
20.1K
$1.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
43K+ 60.04% |
$4.09M - $4.33M
|
115K
$11.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.5K- 1.06% |
$333K - $352K
|
327K
$31.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.53K+ 1.45% |
$621K - $657K
|
456K
$44.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.07K- 9.41% |
$101K - $107K
|
10.3K
$1M
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
25+ 0.31% |
$2.38K - $2.52K
|
8.2K
$801K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.73KNew |
$260K - $275K
|
2.73K
$267K
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-1.29K- 4.27% |
$123K - $130K
|
28.9K
$2.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.66K- 5.46% |
$158K - $167K
|
28.7K
$2.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 3.48% |
$218K - $231K
|
63.6K
$6.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
289+ 1.96% |
$27.5K - $29.1K
|
15K
$1.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-347- 9.76% |
$33K - $34.9K
|
3.21K
$313K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
3.56KNew |
$339K - $359K
|
3.56K
$348K
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.35K+ 0.69% |
$224K - $236K
|
341K
$33.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.14K- 41.69% |
$203K - $215K
|
2.99K
$291K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.33K+ 3.73% |
$412K - $436K
|
121K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.23K- 22.72% |
$117K - $124K
|
4.19K
$409K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.03K+ 8.56% |
$669K - $707K
|
89.1K
$8.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$95.2 - $101
|
3.4K
$331K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.3K+ 6.44% |
$124K - $131K
|
21.5K
$2.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 3.55% |
$103K - $109K
|
31.7K
$3.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-31.5K- 37.4% |
$3M - $3.17M
|
52.7K
$5.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
439+ 1.27% |
$41.8K - $44.2K
|
35.1K
$3.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.41KNew |
$229K - $243K
|
2.41K
$235K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
251+ 0.4% |
$23.9K - $25.3K
|
62.9K
$6.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
235K+ 421.22% |
$22.4M - $23.6M
|
291K
$28.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.05K- 4.69% |
$99.8K - $105K
|
21.3K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
418New |
$39.8K - $42.1K
|
418
$40.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
8.98K+ 5.94% |
$855K - $904K
|
160K
$15.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.36K+ 8.45% |
$129K - $137K
|
17.4K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-119- 1.59% |
$11.3K - $12K
|
7.38K
$720K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.62K+ 210.02% |
$535K - $565K
|
8.29K
$809K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.1K+ 2.96% |
$105K - $111K
|
38.4K
$3.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-521- 2.64% |
$49.6K - $52.4K
|
19.2K
$1.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.16K+ 2.1% |
$301K - $318K
|
154K
$15M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33.7K+ 9.33% |
$3.21M - $3.39M
|
395K
$38.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.8K+ 5.64% |
$1.69M - $1.79M
|
333K
$32.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-460- 0.96% |
$43.8K - $46.3K
|
47.3K
$4.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-596- 1.57% |
$56.7K - $60K
|
37.3K
$3.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-52- 0.38% |
$4.95K - $5.23K
|
13.7K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.65K+ 5.14% |
$348K - $368K
|
74.7K
$7.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.18% |
$476 - $503
|
2.73K
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.43K+ 1.06% |
$136K - $144K
|
136K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-200- 77.22% |
$19K - $20.1K
|
59
$5.76K
|
|