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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-357- 8.8% |
$32.3K - $36.5K
|
3.7K
$361K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 202.98% |
$160K - $181K
|
2.64K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
281+ 0.81% |
$25.4K - $28.7K
|
35K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
392+ 11.88% |
$35.4K - $40K
|
3.69K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
345New |
$31.2K - $35.2K
|
345
$33.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-498- 4.44% |
$45K - $50.9K
|
10.7K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 286.53% |
$1.39M - $1.57M
|
20.7K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4.39K+ 13.13% |
$396K - $448K
|
37.8K
$3.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.05K+ 7.44% |
$456K - $516K
|
73K
$7.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.44% |
$904 - $1.02K
|
2.28K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
759+ 5.64% |
$68.6K - $77.5K
|
14.2K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.11K- 0.46% |
$191K - $216K
|
453K
$44.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
503+ 2.05% |
$45.5K - $51.4K
|
25K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-121- 14.3% |
$10.9K - $12.4K
|
725
$70.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.09K- 0.33% |
$98.6K - $111K
|
331K
$32.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.96K+ 5.21% |
$900K - $1.02M
|
201K
$19.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-433- 3.45% |
$39.1K - $44.2K
|
12.1K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15+ 0.12% |
$1.36K - $1.53K
|
12.2K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
3.45K+ 2.32% |
$311K - $352K
|
152K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
609+ 14.11% |
$55K - $62.2K
|
4.92K
$481K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-137- 0.25% |
$12.4K - $14K
|
54K
$5.27M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30.5K- 6.42% |
$2.76M - $3.12M
|
445K
$43.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
860+ 49.34% |
$77.7K - $87.8K
|
2.6K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 0.47% |
$1.63K - $1.84K
|
3.82K
$373K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
444+ 2.92% |
$40.1K - $45.3K
|
15.6K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.1K+ 4.28% |
$3.08M - $3.49M
|
832K
$81.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.69K- 2.9% |
$424K - $479K
|
157K
$15.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
209+ 2.28% |
$18.9K - $21.3K
|
9.4K
$917K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.68KNew |
$513K - $580K
|
5.68K
$554K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.1K- 57.14% |
$1.18M - $1.33M
|
9.79K
$956K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.51K+ 1.91% |
$227K - $256K
|
134K
$13.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
103+ 1.47% |
$9.31K - $10.5K
|
7.12K
$694K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.48K+ 3.52% |
$586K - $662K
|
191K
$18.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.1KNew |
$1.45M - $1.64M
|
16.1K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-330- 7.87% |
$29.8K - $33.7K
|
3.86K
$377K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-274- 0.96% |
$24.8K - $28K
|
28.2K
$2.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
934+ 0.55% |
$84.4K - $95.4K
|
170K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-125K- 49.88% |
$11.3M - $12.8M
|
126K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.9K+ 7.1% |
$1.08M - $1.22M
|
180K
$17.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 54.19% |
$113K - $128K
|
3.57K
$348K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
537+ 14.1% |
$48.5K - $54.8K
|
4.35K
$424K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
7.37K+ 253.98% |
$666K - $752K
|
10.3K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.07K+ 1.74% |
$97K - $110K
|
62.6K
$6.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
15+ 0.43% |
$1.36K - $1.53K
|
3.49K
$340K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.3K- 5.49% |
$3.01M - $3.4M
|
574K
$56M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
539+ 1.16% |
$48.7K - $55K
|
46.9K
$4.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-17- 0.76% |
$1.54K - $1.74K
|
2.22K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 2.4% |
$90.8K - $103K
|
40.9K
$3.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-17.1K- 78.21% |
$1.55M - $1.75M
|
4.77K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-200- 8.73% |
$18.1K - $20.4K
|
2.09K
$204K
|
|