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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$242K - $272K
|
2.56K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
30.4KNew |
$2.87M - $3.24M
|
30.4K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.9K+ 18.0% |
$4.33M - $4.89M
|
301K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.13K- 0.62% |
$201K - $227K
|
339K
$27M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.64K+ 13.79% |
$438K - $493K
|
38.3K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
10KNew |
$944K - $1.06M
|
10K
$795K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 11.02% |
$12.4M - $14M
|
1.06M
$84.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.38K+ 69.75% |
$319K - $359K
|
8.22K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 4.23% |
$299K - $337K
|
78.1K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-145- 1.08% |
$13.7K - $15.4K
|
13.3K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
41.4K+ 566.07% |
$3.91M - $4.41M
|
48.8K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.79K- 48.19% |
$830K - $935K
|
9.45K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
56.7K+ 107.65% |
$5.35M - $6.03M
|
109K
$8.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.17K+ 1.7% |
$110K - $124K
|
69.7K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
52.6K+ 240.93% |
$4.96M - $5.59M
|
74.4K
$5.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
235New |
$22.2K - $25K
|
235
$18.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.44% |
$1.51K - $1.7K
|
3.62K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.24K+ 25.27% |
$589K - $664K
|
31K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.7K+ 1.38% |
$1.1M - $1.24M
|
860K
$68.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 1.73% |
$119K - $134K
|
71.4K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.3K+ 8.15% |
$7.39M - $8.33M
|
1.04M
$82.6M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12.2K+ 37.79% |
$1.15M - $1.3M
|
44.5K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.18K+ 14.93% |
$205K - $232K
|
16.8K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.4K+ 30.84% |
$416K - $469K
|
18.7K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.74K+ 4.83% |
$730K - $823K
|
168K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.45% |
$1.6K - $1.81K
|
3.77K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.72K+ 8.36% |
$162K - $182K
|
22.2K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16.5K+ 7.9% |
$1.55M - $1.75M
|
225K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
47.2KNew |
$4.45M - $5.02M
|
47.2K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
221+ 0.03% |
$20.9K - $23.5K
|
715K
$56.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.66K+ 64.81% |
$817K - $921K
|
22K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.65K- 3.8% |
$533K - $601K
|
143K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-304- 2.4% |
$28.7K - $32.3K
|
12.3K
$982K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
55KNew |
$5.19M - $5.85M
|
55K
$4.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 7.46% |
$375K - $423K
|
57.3K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
18.6K+ 7.31% |
$1.75M - $1.98M
|
273K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
866New |
$81.7K - $92.2K
|
866
$68.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.11K+ 5.67% |
$199K - $224K
|
39.3K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
489New |
$46.1K - $52K
|
489
$38.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-18.1K- 0.67% |
$1.7M - $1.92M
|
2.69M
$214M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
208New |
$19.6K - $22.1K
|
208
$16.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
267+ 26.97% |
$25.2K - $28.4K
|
1.26K
$100K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.8K- 11.93% |
$2.9M - $3.27M
|
227K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
504+ 0.87% |
$47.6K - $53.6K
|
58.7K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-20.1K- 59.82% |
$1.89M - $2.14M
|
13.5K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.52KNew |
$144K - $162K
|
1.52K
$121K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.13MNew |
$107M - $121M
|
1.13M
$90.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
96+ 9600.0% |
$9.06K - $10.2K
|
97
$7.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
32.5KNew |
$3.07M - $3.46M
|
32.5K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$1.86M - $2.1M
|
19.8K
$1.57M
|