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 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.33KNew |
$503K - $568K
|
5.33K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.4K+ 19.51% |
$1.26M - $1.42M
|
82K
$6.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-922- 18.08% |
$87K - $98.1K
|
4.18K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
859+ 7.59% |
$81.1K - $91.4K
|
12.2K
$969K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-637- 5.3% |
$60.1K - $67.8K
|
11.4K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.1K+ 7.85% |
$104K - $117K
|
15.1K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-9- 0.04% |
$849 - $958
|
21.8K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
25.3KNew |
$2.39M - $2.69M
|
25.3K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
133New |
$12.6K - $14.2K
|
133
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.08K- 4.95% |
$102K - $114K
|
20.7K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 78.6% |
$254K - $287K
|
6.13K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$94.4 - $106
|
6.38K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-973- 2.18% |
$91.8K - $104K
|
43.7K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 61.36% |
$174K - $196K
|
4.84K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 1.66% |
$6.13K - $6.92K
|
3.85K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-96- 4.94% |
$9.06K - $10.2K
|
1.85K
$147K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-203K- 59.19% |
$19.1M - $21.6M
|
140K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.67K+ 11.18% |
$252K - $284K
|
26.5K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.11% |
$472 - $532
|
4.54K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55+ 1.03% |
$5.19K - $5.85K
|
5.37K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
21+ 0.19% |
$1.98K - $2.23K
|
11.2K
$894K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
30.7KNew |
$2.9M - $3.27M
|
30.7K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
713+ 15.83% |
$67.3K - $75.9K
|
5.22K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
958+ 7.03% |
$90.4K - $102K
|
14.6K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-227- 4.26% |
$21.4K - $24.2K
|
5.1K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.45K+ 34.4% |
$420K - $473K
|
17.4K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
55.8K+ 70.89% |
$5.27M - $5.94M
|
135K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
53.7KNew |
$5.07M - $5.72M
|
53.7K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9K+ 248.38% |
$3.39M - $3.82M
|
50.4K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.09K+ 51.98% |
$481K - $542K
|
14.9K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.4KNew |
$1.64M - $1.85M
|
17.4K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
690+ 129.94% |
$65.1K - $73.4K
|
1.22K
$97.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-88.5K- 27.94% |
$8.36M - $9.42M
|
228K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$94.4 - $106
|
1
$79.5
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$1.94M - $2.19M
|
20.6K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
177+ 0.65% |
$16.7K - $18.8K
|
27.5K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.3K- 2.39% |
$123K - $138K
|
53.2K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 2.14% |
$566 - $638
|
286
$22.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.75K+ 1.41% |
$448K - $505K
|
340K
$27.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
442+ 0.93% |
$41.7K - $47K
|
47.9K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.2K+ 7.65% |
$207K - $234K
|
30.9K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.54K+ 12.71% |
$145K - $163K
|
13.6K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
50+ 9.26% |
$4.72K - $5.32K
|
590
$46.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
31.2K+ 3.22% |
$2.95M - $3.32M
|
1M
$79.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
63New |
$5.95K - $6.7K
|
63
$5.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.19K+ 2.26% |
$396K - $446K
|
190K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.01% |
$94.4 - $106
|
17.7K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.97K+ 41.39% |
$186K - $210K
|
6.74K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.22K+ 1.07% |
$304K - $343K
|
306K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 0.17% |
$26.5K - $29.9K
|
166K
$13.2M
|