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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.78K+ 73.94% |
$406K - $444K
|
20.7K
$1.03M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.73K+ 2.98% |
$403K - $442K
|
302K
$15.1M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.51K+ 13772.5% |
$255K - $279K
|
5.55K
$277K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.34KNew |
$247K - $270K
|
5.34K
$267K
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.15K+ 6.34% |
$238K - $261K
|
86.4K
$4.32M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36KNew |
$201K - $221K
|
4.36K
$218K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.24K+ 4.59% |
$196K - $215K
|
96.6K
$4.83M
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
4.13KNew |
$191K - $209K
|
4.13K
$206K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.45K+ 7.83% |
$159K - $175K
|
47.5K
$2.37M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.64K+ 5.06% |
$122K - $134K
|
54.9K
$2.74M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 1.38% |
$63.6K - $69.7K
|
101K
$5.06M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 175.35% |
$57.2K - $62.7K
|
1.94K
$97.1K
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
579+ 0.79% |
$26.7K - $29.3K
|
73.9K
$3.69M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
575New |
$26.6K - $29.1K
|
575
$28.7K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
541+ 49.59% |
$25K - $27.4K
|
1.63K
$81.5K
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
514+ 4.1% |
$23.7K - $26K
|
13K
$652K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240+ 0.58% |
$11.1K - $12.1K
|
41.3K
$2.07M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 13.68% |
$6.56K - $7.19K
|
1.18K
$59K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
78+ 0.56% |
$3.6K - $3.95K
|
14.1K
$704K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
53+ 0.16% |
$2.45K - $2.68K
|
34.1K
$1.7M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48+ 0.26% |
$2.22K - $2.43K
|
18.6K
$931K
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
46+ 0.97% |
$2.13K - $2.33K
|
4.77K
$238K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 0.55% |
$1.16K - $1.27K
|
4.59K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.37% |
$924 - $1.01K
|
5.44K
$272K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.22% |
$185 - $202
|
1.85K
$92.6K
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.01% |
$92.4 - $101
|
16.3K
$815K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
234KNew |
$10.1M - $11.2M
|
234K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 22.54% |
$477K - $526K
|
59.8K
$2.99M
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
4.86KNew |
$210K - $232K
|
4.86K
$243K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63KNew |
$70.5K - $77.7K
|
1.63K
$81.3K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
689New |
$29.9K - $32.9K
|
689
$34.4K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
361New |
$15.6K - $17.2K
|
361
$18K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
32+ 106.67% |
$1.39K - $1.53K
|
62
$3.1K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.2% |
$86.7 - $95.6
|
1K
$50.2K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1K+ 262.54% |
$670K - $743K
|
22.2K
$1.11M
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.45KNew |
$186K - $206K
|
4.45K
$222K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
900New |
$37.5K - $41.6K
|
900
$45K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
341New |
$14.2K - $15.8K
|
341
$17K
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
165New |
$6.88K - $7.63K
|
165
$8.24K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
98+ 10.54% |
$4.09K - $4.53K
|
1.03K
$51.4K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2New |
$83.4 - $92.5
|
2
$99.9
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
2.22K+ 3.53% |
$95.2K - $103K
|
65K
$3.25M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53KNew |
$65.7K - $71.1K
|
1.53K
$76.4K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
220+ 8.8% |
$9.45K - $10.2K
|
2.72K
$136K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.34K+ 60.02% |
$140K - $151K
|
8.91K
$445K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21.9K+ 26.34% |
$895K - $991K
|
105K
$5.24M
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$205K - $227K
|
5.01K
$250K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.98K+ 11.8% |
$204K - $226K
|
47.2K
$2.36M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56KNew |
$63.8K - $70.6K
|
1.56K
$77.8K
|
|
Q4 2022 | |||||||
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.49KNew |
$205K - $237K
|
5.49K
$274K
|