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 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
55.4K+ 1680.97% |
$5.23M - $5.89M
|
58.7K
$4.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87KNew |
$8.21M - $9.26M
|
87K
$6.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.13% |
$1.13K - $1.28K
|
9.1K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
805+ 2.38% |
$76K - $85.7K
|
34.6K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.05K+ 10.2% |
$760K - $857K
|
87K
$6.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.44K+ 0.96% |
$136K - $153K
|
151K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.17K+ 1.59% |
$582K - $657K
|
393K
$31.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 23.64% |
$1.87M - $2.11M
|
104K
$8.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.44K+ 225.95% |
$325K - $366K
|
4.96K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$180M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
291+ 12.47% |
$27.5K - $31K
|
2.63K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
571+ 1.02% |
$53.9K - $60.8K
|
56.8K
$4.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
4.24K+ 32.43% |
$401K - $452K
|
17.3K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.34K+ 7.37% |
$504K - $568K
|
77.8K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
932+ 11.18% |
$88K - $99.2K
|
9.27K
$737K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 20.23% |
$1.3M - $1.47M
|
82.1K
$6.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.37KNew |
$318K - $359K
|
3.37K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
625+ 13.57% |
$59K - $66.5K
|
5.23K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
55New |
$5.19K - $5.85K
|
55
$4.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7.17K+ 9.77% |
$677K - $763K
|
80.6K
$6.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.98K - $2.23K
|
21
$1.67K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
159+ 1.76% |
$15K - $16.9K
|
9.17K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 10.68% |
$353K - $398K
|
38.8K
$3.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-575- 1.28% |
$54.3K - $61.2K
|
44.5K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.19K+ 121.06% |
$395K - $446K
|
7.65K
$609K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
7New |
$661 - $745
|
7
$557
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.8K+ 10.29% |
$1.31M - $1.47M
|
148K
$11.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.29K- 3.96% |
$310K - $350K
|
79.7K
$6.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6.77K+ 14.74% |
$638K - $720K
|
52.7K
$4.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
779+ 6.88% |
$73.5K - $82.9K
|
12.1K
$963K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
25.2K+ 42.07% |
$2.38M - $2.68M
|
85.1K
$6.77M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.02% |
$472 - $532
|
24.7K
$1.97M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.19K- 10.85% |
$301K - $339K
|
26.2K
$2.08M
|
|
| Q3 2024 | |||||||
|
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5M- 74.04% |
$132M - $149M
|
524K
$41.7M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
43+ 0.87% |
$3.79K - $4.29K
|
4.96K
$395K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.05KNew |
$269K - $304K
|
3.05K
$242K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.46KNew |
$217K - $245K
|
2.46K
$196K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$5.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.09K- 12.7% |
$184K - $208K
|
14.4K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64+ 2.42% |
$5.65K - $6.38K
|
2.71K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.85K+ 15.21% |
$340K - $384K
|
29.2K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-149- 1.31% |
$13.1K - $14.9K
|
11.2K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$5.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.85K+ 42.25% |
$428K - $483K
|
16.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$88.2 - $99.7
|
1
$79.5
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
872New |
$76.9K - $86.9K
|
872
$69.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.02% |
$176 - $199
|
10.4K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.87K- 1.41% |
$430K - $486K
|
340K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
116KNew |
$10.2M - $11.6M
|
116K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
222+ 105.71% |
$19.6K - $22.1K
|
432
$34.4K
|
|