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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
724+ 2.7% |
$68.3K - $77K
|
27.5K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.57K+ 47.6% |
$148K - $167K
|
4.85K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.3K+ 4.72% |
$217K - $245K
|
51.1K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
159K+ 575.22% |
$15M - $16.9M
|
187K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.75K+ 14.12% |
$732K - $825K
|
62.7K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
466+ 3.81% |
$44K - $49.6K
|
12.7K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
100+ 0.01% |
$9.44K - $10.6K
|
685K
$54.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-7.53K- 1.21% |
$710K - $801K
|
615K
$48.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$170K - $192K
|
1.8K
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
654+ 2.13% |
$61.7K - $69.6K
|
31.4K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 8.22% |
$1.31M - $1.47M
|
182K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-888- 0.41% |
$83.8K - $94.5K
|
218K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 28.57% |
$189 - $213
|
9
$716
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-989- 0.55% |
$93.3K - $105K
|
180K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11.5K+ 22.38% |
$1.09M - $1.22M
|
62.9K
$5M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.6KNew |
$2.98M - $3.36M
|
31.6K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
10.2K+ 15.57% |
$963K - $1.09M
|
75.7K
$6.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.06KNew |
$289K - $326K
|
3.06K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10.6K+ 3.5% |
$1M - $1.13M
|
315K
$25M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.87K+ 4.62% |
$649K - $731K
|
156K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
580+ 3.46% |
$54.7K - $61.7K
|
17.4K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.4K+ 6.45% |
$1.08M - $1.22M
|
189K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10+ 0.0% |
$944 - $1.06K
|
280K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26.2KNew |
$2.47M - $2.79M
|
26.2K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.08K+ 2.55% |
$385K - $435K
|
165K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.42K+ 9.86% |
$417K - $470K
|
49.3K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
60.5K+ 1103.58% |
$5.71M - $6.44M
|
66K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.07K- 6.33% |
$290K - $326K
|
45.4K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
12.9K+ 2.82% |
$1.22M - $1.37M
|
470K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
86.2KNew |
$8.14M - $9.18M
|
86.2K
$6.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.12K- 0.75% |
$106K - $119K
|
148K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.28K+ 9.51% |
$121K - $136K
|
14.7K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
6.99K+ 4.78% |
$660K - $744K
|
153K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.45KNew |
$420K - $473K
|
4.45K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.76KNew |
$826K - $932K
|
8.76K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
9K+ 16.57% |
$849K - $957K
|
63.3K
$5.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.22K+ 1.14% |
$493K - $556K
|
463K
$36.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.89K+ 13.17% |
$367K - $414K
|
33.4K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-664- 8.66% |
$62.7K - $70.7K
|
7.01K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
11.5K+ 5.26% |
$1.09M - $1.23M
|
231K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.28K+ 7.82% |
$215K - $243K
|
31.4K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 3.24% |
$1.09M - $1.23M
|
369K
$29.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
20.8K+ 17.38% |
$1.96M - $2.21M
|
141K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.36K+ 13.39% |
$505K - $570K
|
45.3K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.66K+ 17.88% |
$345K - $390K
|
24.1K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
26+ 0.32% |
$2.45K - $2.77K
|
8.19K
$651K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.66K+ 11.21% |
$629K - $709K
|
66.1K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.77K+ 17.71% |
$167K - $188K
|
11.8K
$936K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
209+ 4.61% |
$19.7K - $22.2K
|
4.74K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
22.2KNew |
$2.1M - $2.37M
|
22.2K
$1.77M
|