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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
109+ 48.23% |
$5.56K - $6.15K
|
335
$19.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$969 - $1.07K
|
19
$1.12K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26KNew |
$1.36M - $1.49M
|
26K
$1.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11.4K+ 533.82% |
$597K - $652K
|
13.5K
$794K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9.18KNew |
$481K - $526K
|
9.18K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.96K+ 1.47% |
$260K - $284K
|
341K
$20.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
111New |
$5.82K - $6.36K
|
111
$6.52K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
109New |
$5.72K - $6.25K
|
109
$6.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
51New |
$2.67K - $2.92K
|
51
$3K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.2KNew |
$989K - $1.08M
|
19.2K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.57KNew |
$441K - $479K
|
8.57K
$503K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6K+ 9.39% |
$309K - $335K
|
69.9K
$4.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
4.14KNew |
$213K - $231K
|
4.14K
$243K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
319+ 2.24% |
$16.4K - $17.8K
|
14.5K
$854K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
295+ 4.68% |
$15.2K - $16.5K
|
6.59K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104New |
$5.35K - $5.82K
|
104
$6.11K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
75+ 681.82% |
$3.86K - $4.19K
|
86
$5.05K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
104KNew |
$5.23M - $5.85M
|
104K
$6.12M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.55KNew |
$279K - $312K
|
5.55K
$326K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
5.38K+ 53.31% |
$271K - $302K
|
15.5K
$909K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.38K+ 53.31% |
$271K - $302K
|
15.5K
$909K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.59KNew |
$230K - $258K
|
4.59K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
836New |
$42K - $47K
|
836
$49.1K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
696New |
$35K - $39.1K
|
696
$40.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
330New |
$16.6K - $18.5K
|
330
$19.4K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
100+ 1.26% |
$5.03K - $5.62K
|
8.02K
$471K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
99New |
$4.98K - $5.56K
|
99
$5.82K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91New |
$4.57K - $5.11K
|
91
$5.35K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
68New |
$3.42K - $3.82K
|
68
$3.99K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54New |
$2.71K - $3.03K
|
54
$3.17K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$593K - $696K
|
13.2K
$777K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
5.81KNew |
$261K - $306K
|
5.81K
$341K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.12KNew |
$185K - $217K
|
4.12K
$242K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13New |
$583 - $684
|
13
$764
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$44.9 - $52.6
|
1
$58.7
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
296KNew |
$13.6M - $15.8M
|
296K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.36KNew |
$384K - $446K
|
8.36K
$491K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.93KNew |
$364K - $423K
|
7.93K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.12KNew |
$281K - $326K
|
6.12K
$359K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.61KNew |
$166K - $193K
|
3.61K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.57K+ 0.95% |
$72.2K - $84K
|
167K
$9.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.13K+ 2.41% |
$51.7K - $60.1K
|
47.8K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
587+ 2.73% |
$26.9K - $31.3K
|
22.1K
$1.3M
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.3KNew |
$1.56M - $1.86M
|
30.3K
$1.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
15.9KNew |
$820K - $977K
|
15.9K
$936K
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
6.05KNew |
$311K - $371K
|
6.05K
$355K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.76K+ 192.48% |
$142K - $169K
|
4.2K
$247K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$115K - $137K
|
2.24K
$132K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.43KNew |
$73.4K - $87.4K
|
1.43K
$83.8K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6.07KNew |
$333K - $396K
|
6.07K
$356K
|
|