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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-168- 0.57% |
$14.3K - $16.9K
|
29.2K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-269- 0.67% |
$22.9K - $27.1K
|
39.8K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.18K+ 4.72% |
$99.8K - $118K
|
26.1K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
12.4K+ 9.77% |
$1.06M - $1.25M
|
140K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
12.7KNew |
$1.08M - $1.28M
|
12.7K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
32.8K+ 6.26% |
$2.79M - $3.3M
|
557K
$44.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-66.1K- 49.84% |
$5.62M - $6.65M
|
66.5K
$5.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.61K- 12.79% |
$392K - $464K
|
31.5K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-100- 0.52% |
$8.5K - $10.1K
|
19.1K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
7.44K+ 2.53% |
$632K - $748K
|
302K
$24M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.82K+ 16.32% |
$664K - $786K
|
55.7K
$4.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.17KNew |
$609K - $721K
|
7.17K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
102K+ 65.27% |
$8.67M - $10.3M
|
259K
$20.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
56.7K+ 9.34% |
$4.82M - $5.71M
|
664K
$52.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.81K- 23.55% |
$408K - $483K
|
15.6K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
777+ 6.13% |
$66K - $78.2K
|
13.4K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
324New |
$27.5K - $32.6K
|
324
$25.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 10.58% |
$1.38M - $1.63M
|
137K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.77K- 68.06% |
$830K - $983K
|
4.59K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.05K+ 0.22% |
$89.3K - $106K
|
479K
$38.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
515+ 4.46% |
$43.7K - $51.8K
|
12.1K
$960K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-39.5K- 58.84% |
$3.36M - $3.98M
|
27.7K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.26K- 10.68% |
$277K - $328K
|
27.3K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
37.4K+ 200.87% |
$3.18M - $3.76M
|
56K
$4.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2.47K+ 2.46% |
$210K - $249K
|
103K
$8.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
509+ 3.04% |
$43.2K - $51.2K
|
17.2K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.6K+ 8.32% |
$989K - $1.17M
|
152K
$12.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.35K- 21.03% |
$540K - $639K
|
23.9K
$1.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
8.26KNew |
$702K - $831K
|
8.26K
$657K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.59K+ 5.87% |
$815K - $965K
|
173K
$13.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
106KNew |
$9.02M - $10.7M
|
106K
$8.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
526+ 1.03% |
$44.7K - $52.9K
|
51.5K
$4.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.09K+ 4.28% |
$348K - $412K
|
99.6K
$7.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.6K+ 18.23% |
$305K - $362K
|
23.3K
$1.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
683+ 1.48% |
$58K - $68.7K
|
47K
$3.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.4K+ 17.43% |
$1.48M - $1.75M
|
117K
$9.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.26K+ 2.41% |
$192K - $227K
|
96K
$7.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
9.56KNew |
$812K - $962K
|
9.56K
$760K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 970.0% |
$8.24K - $9.76K
|
107
$8.51K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.85K- 56.81% |
$412K - $488K
|
3.69K
$293K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
163+ 2.2% |
$13.8K - $16.4K
|
7.56K
$601K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-6.25K- 4.19% |
$531K - $629K
|
143K
$11.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.65K- 2.17% |
$225K - $267K
|
120K
$9.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
19.9K+ 80.09% |
$1.69M - $2M
|
44.6K
$3.55M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6.09KNew |
$575K - $648K
|
6.09K
$484K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.9KNew |
$4.43M - $5M
|
46.9K
$3.73M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
17.6KNew |
$1.66M - $1.87M
|
17.6K
$1.4M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
57.6KNew |
$5.44M - $6.13M
|
57.6K
$4.59M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
31.4KNew |
$2.96M - $3.34M
|
31.4K
$2.49M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
34.3KNew |
$3.23M - $3.65M
|
34.3K
$2.73M
|
|