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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.98KNew |
$223K - $242K
|
4.98K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.61K+ 36.37% |
$206K - $224K
|
17.3K
$939K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92K+ 11.06% |
$175K - $190K
|
39.3K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.86K+ 7.4% |
$173K - $188K
|
56K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.58K+ 2.85% |
$160K - $174K
|
129K
$7.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 7.58% |
$149K - $162K
|
47.3K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.41K+ 24.01% |
$108K - $117K
|
12.4K
$676K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.3K+ 1.99% |
$103K - $112K
|
118K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.2K+ 14.79% |
$98.5K - $107K
|
17.1K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.83K+ 6.37% |
$81.7K - $88.9K
|
30.5K
$1.66M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.81K+ 18.49% |
$81K - $88.1K
|
11.6K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 77.89% |
$53.2K - $57.9K
|
2.72K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.13K+ 188.67% |
$50.6K - $55.1K
|
1.73K
$94.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
934+ 6.64% |
$41.8K - $45.4K
|
15K
$815K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
842+ 11.96% |
$37.6K - $41K
|
7.88K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
609+ 3.77% |
$27.2K - $29.6K
|
16.8K
$912K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
578+ 3.15% |
$25.8K - $28.1K
|
18.9K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
500+ 5.59% |
$22.4K - $24.3K
|
9.44K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477New |
$21.3K - $23.2K
|
477
$25.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
330+ 4.85% |
$14.8K - $16.1K
|
7.13K
$388K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
318New |
$14.2K - $15.5K
|
318
$17.3K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
216+ 0.25% |
$9.66K - $10.5K
|
87.2K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.2% |
$939 - $1.02K
|
10.5K
$571K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.76% |
$626 - $681
|
1.87K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
187K+ 4520.0% |
$8.62M - $9.91M
|
191K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23.8K+ 3.08% |
$1.1M - $1.26M
|
798K
$43.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8.41KNew |
$388K - $446K
|
8.41K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.72KNew |
$310K - $357K
|
6.72K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.24KNew |
$242K - $278K
|
5.24K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
400+ 3.67% |
$18.5K - $21.2K
|
11.3K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
205+ 7.75% |
$9.47K - $10.9K
|
2.85K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
182New |
$8.41K - $9.66K
|
182
$9.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
175+ 3.64% |
$8.09K - $9.29K
|
4.99K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.45K - $2.81K
|
53
$2.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.77% |
$970 - $1.11K
|
1.21K
$65.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.06% |
$416 - $478
|
16.3K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 3.45% |
$92.4 - $106
|
60
$3.26K
|
|
| Q3 2024 | |||||||
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.64KNew |
$213K - $244K
|
4.64K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 83.0% |
$191K - $218K
|
9.15K
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.14% |
$74.6K - $85.2K
|
16.2K
$880K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
721New |
$33.2K - $37.9K
|
721
$39.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
183+ 3.89% |
$8.42K - $9.62K
|
4.89K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25New |
$1.15K - $1.31K
|
25
$1.36K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21New |
$966 - $1.1K
|
21
$1.14K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.06% |
$414 - $473
|
15.9K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7+ 4.24% |
$322 - $368
|
172
$9.35K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16KNew |
$741K - $812K
|
16K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36KNew |
$201K - $221K
|
4.36K
$237K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 175.35% |
$57.2K - $62.7K
|
1.94K
$106K
|
|