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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
34.3KNew |
$3.23M - $3.65M
|
34.3K
$2.91M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-453- 0.51% |
$42.7K - $48.2K
|
88.8K
$7.54M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.23KNew |
$304K - $343K
|
3.23K
$274K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.12KNew |
$577K - $651K
|
6.12K
$520K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
15New |
$1.42K - $1.6K
|
15
$1.27K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
63.2KNew |
$5.96M - $6.72M
|
63.2K
$5.37M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
11.6K+ 25.46% |
$1.1M - $1.24M
|
57.2K
$4.86M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
160+ 5.98% |
$15.1K - $17K
|
2.83K
$241K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
41.2K+ 36.87% |
$3.89M - $4.39M
|
153K
$13M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-598- 0.53% |
$56.4K - $63.6K
|
113K
$9.62M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$661 - $745
|
7
$595
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
19.6KNew |
$1.85M - $2.09M
|
19.6K
$1.67M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.75K- 33.72% |
$449K - $506K
|
9.35K
$794K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
111KNew |
$10.4M - $11.8M
|
111K
$9.39M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
869+ 10.32% |
$82K - $92.5K
|
9.29K
$789K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7K+ 10.22% |
$1.1M - $1.24M
|
126K
$10.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.01K+ 8.49% |
$190K - $214K
|
25.7K
$2.19M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.97% |
$398K - $448K
|
110K
$9.38M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
88.8KNew |
$8.38M - $9.44M
|
88.8K
$7.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.99K+ 35.44% |
$471K - $531K
|
19.1K
$1.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
967+ 1.33% |
$91.3K - $103K
|
73.8K
$6.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
154KNew |
$14.6M - $16.4M
|
154K
$13.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.88K+ 3.87% |
$555K - $625K
|
158K
$13.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$94.4 - $106
|
209
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.48K+ 81.93% |
$612K - $690K
|
14.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.8K+ 156.53% |
$736K - $830K
|
12.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
201+ 0.96% |
$19K - $21.4K
|
21K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.98K+ 1.97% |
$281K - $317K
|
154K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.26K+ 754.52% |
$496K - $560K
|
5.96K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.08KNew |
$290K - $327K
|
3.08K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.7K+ 14.5% |
$2.14M - $2.41M
|
179K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
242K+ 21.32% |
$22.9M - $25.8M
|
1.38M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.27K+ 1.6% |
$119K - $135K
|
80.3K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.63KNew |
$248K - $280K
|
2.63K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 2.93% |
$116K - $131K
|
40.9K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.96K+ 73.59% |
$468K - $527K
|
11.7K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.8K+ 532.94% |
$1.11M - $1.26M
|
14K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-611- 11.53% |
$57.7K - $65K
|
4.69K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.4KNew |
$321K - $362K
|
3.4K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 15.14% |
$10.6M - $11.9M
|
852K
$72.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
251K+ 19.58% |
$23.7M - $26.7M
|
1.53M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
497+ 4.38% |
$46.9K - $52.9K
|
11.8K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$4.62M - $5.21M
|
48.9K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.81K+ 0.93% |
$643K - $725K
|
736K
$62.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-44.3K- 76.74% |
$4.18M - $4.71M
|
13.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.27K+ 52.29% |
$309K - $348K
|
9.53K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-40- 0.97% |
$3.77K - $4.26K
|
4.09K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 0.01% |
$377 - $426
|
28.9K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
94.4K+ 10.74% |
$8.91M - $10M
|
974K
$82.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.25K- 6.99% |
$212K - $239K
|
29.9K
$2.54M
|