Latest Institutional Purchases of American Centy ETF Tr Avantis (AVEM)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.64M+ 69.06% |
$322M - $370M
|
13.8M
$888M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.21M+ 8.56% |
$69.4M - $79.6M
|
15.4M
$991M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
307K+ 13.75% |
$17.6M - $20.1M
|
2.54M
$163M
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
259KNew |
$14.8M - $17M
|
259K
$16.6M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
162K+ 417.71% |
$9.29M - $10.7M
|
201K
$13M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
143K+ 892.18% |
$8.21M - $9.41M
|
160K
$10.3M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 41.63% |
$6.17M - $7.08M
|
367K
$23.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 123.11% |
$6.02M - $6.9M
|
191K
$12.3M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
75.7K+ 47.04% |
$4.33M - $4.97M
|
237K
$15.2M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.7K+ 27.06% |
$3.53M - $4.04M
|
290K
$18.6M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.7K+ 525.02% |
$3.41M - $3.91M
|
71K
$4.57M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
50.7K+ 17.68% |
$2.9M - $3.32M
|
337K
$21.7M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
44.7K+ 16.49% |
$2.56M - $2.94M
|
316K
$20.3M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40.7K+ 11.51% |
$2.33M - $2.67M
|
394K
$25.4M
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
37.7KNew |
$2.15M - $2.47M
|
37.7K
$2.42M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
31.1KNew |
$1.78M - $2.04M
|
31.1K
$2M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
29.7K+ 3.82% |
$1.7M - $1.94M
|
807K
$51.9M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27K+ 53.55% |
$1.54M - $1.77M
|
77.4K
$4.98M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26.7K+ 3.1% |
$1.53M - $1.75M
|
889K
$57.2M
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.5K+ 38.67% |
$1.46M - $1.67M
|
91.5K
$5.89M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
23.9K+ 4.32% |
$1.37M - $1.57M
|
578K
$37.2M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
22.5KNew |
$1.29M - $1.48M
|
22.5K
$1.45M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21.3K+ 7.9% |
$1.22M - $1.4M
|
291K
$18.7M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20.4K+ 7.74% |
$1.17M - $1.34M
|
285K
$18.3M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 40.88% |
$1.15M - $1.32M
|
69.5K
$4.47M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.4K+ 5.25% |
$1.11M - $1.27M
|
390K
$25.1M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
18.7KNew |
$1.07M - $1.23M
|
18.7K
$1.2M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.7KNew |
$1.07M - $1.23M
|
18.7K
$1.2M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
17.9K+ 12.33% |
$1.02M - $1.17M
|
163K
$10.5M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.3K+ 12.77% |
$987K - $1.13M
|
152K
$9.8M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 18.55% |
$909K - $1.04M
|
102K
$6.54M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.6K+ 8.44% |
$892K - $1.02M
|
200K
$12.9M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15.1K+ 13.61% |
$861K - $987K
|
126K
$8.09M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 16.16% |
$853K - $978K
|
107K
$6.89M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.8K+ 3.36% |
$845K - $968K
|
455K
$29.3M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$824K - $945K
|
14.4K
$927K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$782K - $897K
|
13.7K
$880K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 7.42% |
$768K - $881K
|
194K
$12.5M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.3K+ 0.6% |
$761K - $872K
|
2.25M
$145M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.6K+ 4.99% |
$722K - $828K
|
265K
$17.1M
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12.3K+ 7.08% |
$703K - $806K
|
186K
$12M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 3.54% |
$697K - $799K
|
357K
$22.9M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
12K+ 3.69% |
$684K - $785K
|
337K
$21.7M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7K+ 52.6% |
$671K - $770K
|
34K
$2.19M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 56.39% |
$643K - $737K
|
31.2K
$2.01M
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
11.2K+ 4.13% |
$642K - $736K
|
283K
$18.2M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.2K+ 7.57% |
$642K - $736K
|
159K
$10.3M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
11.1K+ 2.0% |
$634K - $727K
|
566K
$36.4M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
10.8KNew |
$620K - $711K
|
10.8K
$697K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
10.7K+ 4.54% |
$610K - $699K
|
246K
$15.8M
|