Latest Institutional Purchases of American Centy ETF Tr Avantis (AVES)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVES) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
35.2K+ 14.89% |
$1.48M - $1.89M
|
271K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
20.7K+ 16.5% |
$868K - $1.11M
|
146K
$7.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 9.2% |
$494K - $631K
|
140K
$7.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11K+ 6.0% |
$462K - $589K
|
194K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.2K+ 14.61% |
$303K - $386K
|
56.5K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.36KNew |
$183K - $234K
|
4.36K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.64K+ 8.48% |
$153K - $195K
|
46.5K
$2.53M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.09K+ 44.32% |
$130K - $165K
|
10K
$546K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.08K+ 3.22% |
$129K - $165K
|
98.6K
$5.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 39.74% |
$90K - $115K
|
7.54K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
2.08K+ 2.61% |
$87.4K - $112K
|
81.7K
$4.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 2.23% |
$85.7K - $109K
|
93.5K
$5.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
2K+ 3.26% |
$84.1K - $107K
|
63.4K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.41K+ 30.24% |
$59.3K - $75.7K
|
6.08K
$330K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
610+ 5.22% |
$25.6K - $32.7K
|
12.3K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
424New |
$17.8K - $22.7K
|
424
$23.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
267+ 0.17% |
$11.2K - $14.3K
|
156K
$8.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
80+ 1.4% |
$3.36K - $4.29K
|
5.81K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5+ 0.05% |
$210 - $268
|
10.2K
$553K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
181K+ 23.27% |
$8.08M - $8.79M
|
957K
$52M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99K+ 101.95% |
$4.42M - $4.81M
|
196K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
84.1KNew |
$3.76M - $4.09M
|
84.1K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
66.7K+ 228.31% |
$2.98M - $3.25M
|
96K
$5.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.6KNew |
$2.89M - $3.14M
|
64.6K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
41.2K+ 37.13% |
$1.84M - $2M
|
152K
$8.27M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
40.8K+ 5.39% |
$1.82M - $1.98M
|
797K
$43.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.6K+ 20.19% |
$1.55M - $1.68M
|
206K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.6K+ 13.89% |
$1.5M - $1.63M
|
275K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
21.6KNew |
$965K - $1.05M
|
21.6K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$935K - $1.02M
|
20.9K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
19.6K+ 34.77% |
$878K - $956K
|
76.1K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 309.3% |
$860K - $935K
|
25.4K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.9K+ 15.22% |
$754K - $821K
|
128K
$6.95M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.2KNew |
$679K - $739K
|
15.2K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 27.6% |
$635K - $691K
|
65.7K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 73.65% |
$609K - $663K
|
32.1K
$1.75M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 9193.84% |
$600K - $653K
|
13.6K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.4K+ 10.38% |
$597K - $650K
|
142K
$7.72M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
11.2K+ 11.68% |
$503K - $547K
|
108K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
10.9K+ 64.02% |
$486K - $529K
|
27.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$434K - $472K
|
9.71K
$528K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.42K+ 3.03% |
$421K - $458K
|
321K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.4KNew |
$375K - $408K
|
8.4K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.19K+ 12.92% |
$366K - $398K
|
71.5K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.44K+ 18.61% |
$332K - $362K
|
47.4K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.51K+ 6.99% |
$291K - $317K
|
99.6K
$5.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.96KNew |
$267K - $290K
|
5.96K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.89K+ 6.34% |
$263K - $286K
|
98.8K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.65KNew |
$253K - $275K
|
5.65K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.59KNew |
$250K - $272K
|
5.59K
$304K
|
|