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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-243- 6.32% |
$18.3K - $22.2K
|
3.6K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-990- 28.29% |
$74.4K - $90.3K
|
2.51K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
42New |
$3.16K - $3.83K
|
42
$4.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14New |
$1.05K - $1.28K
|
14
$1.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.94K+ 3.32% |
$221K - $268K
|
91.5K
$8.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.36KNew |
$252K - $306K
|
3.36K
$327K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.85K- 38.7% |
$139K - $169K
|
2.93K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
131New |
$9.85K - $11.9K
|
131
$12.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
338+ 4.47% |
$25.4K - $30.8K
|
7.9K
$771K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.08K+ 33.94% |
$91.9K - $109K
|
4.27K
$417K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.48KNew |
$211K - $249K
|
2.48K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.69KNew |
$483K - $572K
|
5.69K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06KNew |
$90K - $107K
|
1.06K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.97K- 2.72% |
$252K - $299K
|
106K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
51+ 1.42% |
$4.33K - $5.13K
|
3.65K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
20.5KNew |
$1.74M - $2.06M
|
20.5K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-196- 53.12% |
$16.7K - $19.7K
|
173
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.7KNew |
$1.84M - $2.18M
|
21.7K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
941New |
$79.9K - $94.7K
|
941
$91.8K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$441K - $523K
|
5.2K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.85K- 39.71% |
$157K - $186K
|
2.8K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-384- 0.57% |
$32.6K - $38.6K
|
66.9K
$6.53M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
6New |
$510 - $604
|
6
$586
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.19K- 2.67% |
$186K - $220K
|
79.8K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
725+ 18.1% |
$61.6K - $72.9K
|
4.73K
$462K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-12.2K- 81.05% |
$1.04M - $1.23M
|
2.86K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-846- 59.79% |
$71.9K - $85.1K
|
569
$55.5K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16New |
$1.36K - $1.61K
|
16
$1.56K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-750- 99.6% |
$63.7K - $75.5K
|
3
$293
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.25K- 31.36% |
$106K - $126K
|
2.74K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
8.02K+ 5.89% |
$681K - $807K
|
144K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25- 8.74% |
$2.12K - $2.52K
|
261
$25.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.56K- 2.08% |
$557K - $660K
|
308K
$30.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
240+ 49.08% |
$20.4K - $24.1K
|
729
$71.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63New |
$5.35K - $6.34K
|
63
$6.15K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
70+ 3.05% |
$5.95K - $7.04K
|
2.36K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.39KNew |
$118K - $140K
|
1.39K
$136K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-355- 50.0% |
$30.2K - $35.7K
|
355
$34.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52K+ 23.12% |
$129K - $153K
|
8.08K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-587- 19.4% |
$49.9K - $59.1K
|
2.44K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.48K- 26.77% |
$466K - $551K
|
15K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-65- 2.63% |
$5.52K - $6.54K
|
2.41K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
28+ 1.34% |
$2.38K - $2.82K
|
2.11K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17K+ 17.33% |
$99K - $117K
|
7.89K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
40+ 0.83% |
$3.4K - $4.02K
|
4.87K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-191- 7.28% |
$16.2K - $19.2K
|
2.43K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.05KNew |
$429K - $508K
|
5.05K
$492K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.75K- 90.36% |
$319K - $377K
|
400
$39K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-592- 83.97% |
$50.3K - $59.6K
|
113
$11K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.26K+ 5.45% |
$362K - $428K
|
82.4K
$8.05M
|
|