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
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$283 - $319
|
3
$293
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
60.3KNew |
$5.69M - $6.41M
|
60.3K
$5.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.82KNew |
$361K - $407K
|
3.82K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.03K- 2.47% |
$96.7K - $109K
|
40.5K
$3.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-696- 23.23% |
$65.7K - $74.1K
|
2.3K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
PUT |
25New |
$2.36K - $2.66K
|
25
$2.44K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
142KNew |
$13.4M - $15.1M
|
142K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$221M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
55New |
$5.19K - $5.85K
|
55
$5.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$1.98K - $2.23K
|
21
$2.05K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
7New |
$661 - $745
|
7
$683
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.05KNew |
$269K - $304K
|
3.05K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.09K- 12.7% |
$184K - $208K
|
14.4K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.85K+ 42.25% |
$428K - $483K
|
16.3K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.02% |
$176 - $199
|
10.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
116KNew |
$10.2M - $11.6M
|
116K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.34KNew |
$207K - $234K
|
2.34K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
766+ 0.46% |
$67.6K - $76.4K
|
166K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Brown University
|
BUY
|
- |
55.9K+ 22.73% |
$4.93M - $5.57M
|
302K
$29.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$88.2 - $99.7
|
1.14K
$112K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
73New |
$6.44K - $7.28K
|
73
$7.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
305New |
$26.9K - $30.4K
|
305
$29.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
205New |
$18.1K - $20.4K
|
205
$20K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 2.57% |
$5.21K - $5.88K
|
2.36K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.64KNew |
$145K - $164K
|
1.64K
$160K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
247New |
$21.8K - $24.6K
|
247
$24.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
230New |
$20.3K - $22.9K
|
230
$22.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 25.42% |
$9.55M - $10.8M
|
534K
$52.1M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-34.1K- 57.44% |
$3.01M - $3.4M
|
25.3K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-221- 5.51% |
$19.5K - $22K
|
3.79K
$370K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.6K- 3.58% |
$1.91M - $2.16M
|
583K
$56.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
609New |
$53.7K - $60.7K
|
609
$59.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30.3K- 26.33% |
$2.68M - $3.02M
|
84.9K
$8.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.24KNew |
$198K - $224K
|
2.24K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
114+ 1.71% |
$10.1K - $11.4K
|
6.77K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27+ 4.31% |
$2.38K - $2.69K
|
653
$63.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$1.06K - $1.2K
|
12
$1.17K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.45K+ 13.82% |
$216K - $244K
|
20.2K
$1.97M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.22K+ 21.71% |
$367K - $396K
|
23.7K
$2.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.46KNew |
$301K - $325K
|
3.46K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5KNew |
$435K - $469K
|
5K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
90New |
$7.82K - $8.44K
|
90
$8.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.58K+ 5.58% |
$485K - $523K
|
106K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.37KNew |
$206K - $222K
|
2.37K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-25.7K- 62.85% |
$2.23M - $2.41M
|
15.2K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
382New |
$33.2K - $35.8K
|
382
$37.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.51KNew |
$652K - $704K
|
7.51K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
16New |
$1.39K - $1.5K
|
16
$1.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
65.6KNew |
$5.7M - $6.15M
|
65.6K
$6.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22.2K- 1.27% |
$1.93M - $2.09M
|
1.73M
$169M
|
|