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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 1.78% |
$412K - $472K
|
412K
$25.8M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7K+ 5.7% |
$401K - $459K
|
130K
$8.12M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.8K+ 4.97% |
$389K - $446K
|
144K
$8.99M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.68K+ 1.22% |
$382K - $438K
|
556K
$34.8M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.63K+ 124.19% |
$379K - $435K
|
12K
$749K
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.62K+ 190.85% |
$378K - $434K
|
10.1K
$631K
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.61K+ 47.79% |
$378K - $433K
|
20.4K
$1.28M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.38K+ 41.43% |
$365K - $419K
|
21.8K
$1.36M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.23K+ 3.26% |
$357K - $409K
|
197K
$12.4M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5.98K+ 6.42% |
$342K - $392K
|
99.1K
$6.2M
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
5.85K+ 24.02% |
$334K - $383K
|
30.2K
$1.89M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.67K+ 23.18% |
$324K - $372K
|
30.1K
$1.89M
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.49K+ 12.2% |
$314K - $360K
|
50.5K
$3.16M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.44K+ 42.03% |
$311K - $357K
|
18.4K
$1.15M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.13KNew |
$293K - $336K
|
5.13K
$321K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.96K+ 4.34% |
$284K - $325K
|
119K
$7.46M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.93K+ 101.44% |
$282K - $323K
|
9.78K
$612K
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.67K+ 3.44% |
$267K - $306K
|
140K
$8.79M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.61KNew |
$263K - $302K
|
4.61K
$288K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.53KNew |
$259K - $297K
|
4.53K
$283K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.2K+ 7.5% |
$240K - $275K
|
60.2K
$3.77M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.08K+ 2.91% |
$233K - $267K
|
144K
$9.02M
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.71KNew |
$212K - $244K
|
3.71K
$232K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.68K+ 49.8% |
$210K - $241K
|
11.1K
$693K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.49K+ 25.67% |
$200K - $229K
|
17.1K
$1.07M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.42K+ 1479.22% |
$195K - $224K
|
3.65K
$228K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.41K+ 5.91% |
$195K - $223K
|
61.1K
$3.82M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$186K - $214K
|
3.26K
$204K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.25KNew |
$186K - $213K
|
3.25K
$203K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.18KNew |
$182K - $208K
|
3.18K
$199K
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.17K+ 2.56% |
$181K - $208K
|
127K
$7.96M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$178K - $204K
|
3.11K
$195K
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.1K+ 90.86% |
$177K - $203K
|
6.51K
$408K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.94KNew |
$168K - $193K
|
2.94K
$184K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.7K+ 34.68% |
$154K - $177K
|
10.5K
$656K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 4.21% |
$148K - $169K
|
63.9K
$4M
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.32K+ 2.58% |
$133K - $152K
|
92.3K
$5.78M
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.26K+ 3.66% |
$129K - $148K
|
63.9K
$4M
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.22K+ 31.67% |
$127K - $145K
|
9.22K
$577K
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.76K+ 8.82% |
$101K - $116K
|
21.8K
$1.36M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 9.71% |
$98.7K - $113K
|
19.5K
$1.22M
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.72K+ 4.99% |
$98.6K - $113K
|
36.3K
$2.27M
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.49K+ 3.03% |
$85.4K - $97.9K
|
50.8K
$3.18M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.39K+ 11.5% |
$79.7K - $91.4K
|
13.5K
$845K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.33KNew |
$75.9K - $87K
|
1.33K
$83.1K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 5.45% |
$75.3K - $86.3K
|
25.5K
$1.59M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 3.96% |
$74.1K - $85K
|
34K
$2.13M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.27KNew |
$72.4K - $83K
|
1.27K
$79.2K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.24K+ 1.61% |
$70.9K - $81.3K
|
78.2K
$4.9M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.24K+ 0.92% |
$70.8K - $81.2K
|
136K
$8.54M
|