Latest Institutional Purchases of American Centy ETF Tr Avantis (AVIV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIV) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 18.45% |
$56.4K - $64.1K
|
7.03K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.04K+ 2.65% |
$53.4K - $60.6K
|
40.1K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
821+ 32.26% |
$42.3K - $48.1K
|
3.37K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
540+ 1.29% |
$27.8K - $31.6K
|
42.5K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
488+ 3.32% |
$25.1K - $28.6K
|
15.2K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
430+ 2.92% |
$22.1K - $25.2K
|
15.1K
$948K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
406+ 2.02% |
$20.9K - $23.8K
|
20.5K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
239+ 177.04% |
$12.3K - $14K
|
374
$23.4K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
80+ 1.8% |
$4.12K - $4.68K
|
4.52K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
35+ 0.01% |
$1.8K - $2.05K
|
273K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 2.31% |
$1.39K - $1.58K
|
1.19K
$74.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$515 - $585
|
10
$626
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$206 - $234
|
5.9K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
14.9KNew |
$763K - $832K
|
14.9K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$652K - $710K
|
12.7K
$797K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.6KNew |
$338K - $369K
|
6.6K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.34KNew |
$171K - $186K
|
3.34K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.46KNew |
$75K - $81.7K
|
1.46K
$91.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.32K+ 8.58% |
$67.5K - $73.6K
|
16.7K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
535+ 39.63% |
$27.4K - $29.9K
|
1.89K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
192+ 1.24% |
$9.84K - $10.7K
|
15.7K
$981K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
171+ 2.75% |
$8.76K - $9.54K
|
6.39K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
169+ 1.26% |
$8.66K - $9.43K
|
13.6K
$850K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 0.61% |
$3.69K - $4.02K
|
11.9K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
56New |
$2.87K - $3.13K
|
56
$3.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.54K - $1.67K
|
30
$1.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
26+ 0.39% |
$1.33K - $1.45K
|
6.63K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.23K - $1.34K
|
5.32K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.2 - $55.8
|
13K
$812K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.73KNew |
$238K - $267K
|
4.73K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.75KNew |
$88.1K - $98.8K
|
1.75K
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227New |
$11.4K - $12.8K
|
227
$14.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.82% |
$1.16K - $1.3K
|
2.82K
$177K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53.1KNew |
$2.78M - $2.94M
|
53.1K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16KNew |
$834K - $884K
|
16K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 48.19% |
$411K - $435K
|
24.2K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.23K+ 93.58% |
$117K - $123K
|
4.61K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
500+ 12.2% |
$26.1K - $27.7K
|
4.6K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
288+ 0.38% |
$15.1K - $15.9K
|
76.7K
$4.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
255New |
$13.3K - $14.1K
|
255
$16K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 10.0% |
$52.3 - $55.4
|
11
$689
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2K+ 168.94% |
$2.18M - $2.39M
|
70.3K
$4.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
21.7KNew |
$1.07M - $1.18M
|
21.7K
$1.36M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.2KNew |
$59.4K - $65K
|
1.2K
$75.3K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
277+ 144.27% |
$13.7K - $15K
|
469
$29.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
173New |
$8.55K - $9.36K
|
173
$10.8K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.95KNew |
$410K - $462K
|
8.95K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
928New |
$42.5K - $47.9K
|
928
$58.1K
|
|