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 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.11K+ 2.18% |
$105K - $118K
|
52.1K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
962+ 0.86% |
$90.8K - $102K
|
113K
$8.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10.8K+ 9.53% |
$1.02M - $1.14M
|
124K
$9.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-8.2K- 13.12% |
$773K - $872K
|
54.3K
$4.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.7K+ 22.81% |
$4.41M - $4.97M
|
252K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
631New |
$59.5K - $67.1K
|
631
$50.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.3K+ 12.59% |
$1.44M - $1.63M
|
137K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$283 - $319
|
3
$239
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.2K+ 1.26% |
$114K - $128K
|
96.9K
$7.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.3K+ 9.06% |
$1.44M - $1.62M
|
184K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.66K+ 8.98% |
$534K - $602K
|
68.7K
$5.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-830- 36.97% |
$78.3K - $88.3K
|
1.42K
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.27K+ 4.88% |
$214K - $242K
|
48.8K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.34K+ 23.66% |
$787K - $887K
|
43.6K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.92K+ 18.98% |
$370K - $417K
|
24.6K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.36K+ 1.92% |
$128K - $145K
|
72.1K
$5.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-833- 9.7% |
$78.6K - $88.6K
|
7.75K
$617K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 6.59% |
$139K - $157K
|
23.9K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
152+ 2.45% |
$14.3K - $16.2K
|
6.35K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.88K+ 5.56% |
$272K - $306K
|
54.6K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.87K+ 29.7% |
$271K - $305K
|
12.5K
$996K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.99K+ 8.73% |
$660K - $744K
|
87.1K
$6.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.44K+ 4.28% |
$419K - $472K
|
108K
$8.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.41K+ 4.66% |
$416K - $469K
|
99K
$7.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.24K+ 2.74% |
$400K - $451K
|
159K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
60.3KNew |
$5.69M - $6.41M
|
60.3K
$4.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.85K+ 8.18% |
$269K - $303K
|
37.7K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
77+ 1.25% |
$7.27K - $8.19K
|
6.22K
$495K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
309+ 1.61% |
$29.2K - $32.9K
|
19.5K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
24.8K+ 17.08% |
$2.34M - $2.64M
|
170K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
24K+ 47.17% |
$2.26M - $2.55M
|
74.7K
$5.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-85- 24.43% |
$8.02K - $9.04K
|
263
$20.9K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21K+ 59.86% |
$1.99M - $2.24M
|
56.2K
$4.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.23K+ 2.26% |
$400K - $451K
|
191K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.31K- 2.36% |
$218K - $246K
|
95.6K
$7.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.26K+ 7.01% |
$496K - $559K
|
80.3K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.24K+ 51.72% |
$211K - $238K
|
6.57K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
38.8KNew |
$3.66M - $4.12M
|
38.8K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.41K+ 2.73% |
$416K - $469K
|
166K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
161+ 0.81% |
$15.2K - $17.1K
|
20.1K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-13.6K- 5.5% |
$1.29M - $1.45M
|
235K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.69K+ 4.36% |
$820K - $924K
|
208K
$16.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-21K- 12.63% |
$1.98M - $2.23M
|
145K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-280- 5.48% |
$26.4K - $29.8K
|
4.83K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3K- 10.64% |
$283K - $319K
|
25.2K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.64K- 28.2% |
$249K - $281K
|
6.72K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 7.88% |
$105K - $118K
|
15.2K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.87K+ 2.43% |
$837K - $944K
|
373K
$29.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
25.1K+ 21.87% |
$2.37M - $2.67M
|
140K
$11.1M
|