Latest Institutional Purchases of American Centy ETF Tr Avantis (AVLV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
473KNew |
$28.4M - $31.1M
|
473K
$31.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
358K+ 162.81% |
$21.5M - $23.6M
|
578K
$38.9M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
230K+ 203.11% |
$13.8M - $15.2M
|
344K
$23.1M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
101K+ 11.55% |
$6.05M - $6.63M
|
973K
$65.5M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
94.4KNew |
$5.67M - $6.22M
|
94.4K
$6.36M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
75.3K+ 374.17% |
$4.52M - $4.95M
|
95.4K
$6.42M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64.9K+ 80.1% |
$3.9M - $4.27M
|
146K
$9.83M
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
62.9K+ 19.53% |
$3.78M - $4.14M
|
385K
$25.9M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
57K+ 7.14% |
$3.42M - $3.75M
|
854K
$57.5M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51.5K+ 9.01% |
$3.09M - $3.39M
|
624K
$42M
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
32.6K+ 53.39% |
$1.96M - $2.15M
|
93.6K
$6.31M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.2K+ 28.14% |
$1.87M - $2.05M
|
142K
$9.56M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.3K+ 3.99% |
$1.82M - $1.99M
|
789K
$53.1M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19.8K+ 95.74% |
$1.19M - $1.3M
|
40.4K
$2.72M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
18.5K+ 15.54% |
$1.11M - $1.22M
|
138K
$9.27M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2K+ 140.46% |
$1.09M - $1.2M
|
31.2K
$2.1M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.9KNew |
$1.08M - $1.18M
|
17.9K
$1.21M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
17.2K+ 143.25% |
$1.03M - $1.13M
|
29.1K
$1.96M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 36.48% |
$850K - $932K
|
53K
$3.57M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.4K+ 103.8% |
$744K - $816K
|
24.3K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12KNew |
$722K - $791K
|
12K
$809K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 788.91% |
$705K - $773K
|
13.2K
$891K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.8KNew |
$649K - $711K
|
10.8K
$728K
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.69KNew |
$582K - $638K
|
9.69K
$652K
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
7.74K+ 3.94% |
$465K - $510K
|
204K
$13.7M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.34KNew |
$441K - $483K
|
7.34K
$494K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7.08K+ 13.98% |
$425K - $466K
|
57.7K
$3.89M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.94K+ 9.35% |
$417K - $457K
|
81.2K
$5.47M
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
6.93K+ 3.43% |
$416K - $456K
|
209K
$14.1M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.48K+ 35.55% |
$389K - $427K
|
24.7K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.62K+ 2.36% |
$277K - $304K
|
200K
$13.5M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.44KNew |
$267K - $292K
|
4.44K
$299K
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$257K - $281K
|
4.27K
$288K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
4.02K+ 6.8% |
$241K - $264K
|
63.1K
$4.25M
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.93K+ 172.37% |
$236K - $259K
|
6.21K
$418K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.59KNew |
$215K - $236K
|
3.59K
$241K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.13KNew |
$188K - $206K
|
3.13K
$211K
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.76K+ 6.48% |
$106K - $116K
|
28.9K
$1.95M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
867New |
$52.1K - $57.1K
|
867
$58.4K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
441+ 0.29% |
$26.5K - $29K
|
151K
$10.2M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
395New |
$23.7K - $26K
|
395
$26.6K
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
356+ 0.81% |
$21.4K - $23.4K
|
44K
$2.97M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
330+ 6.47% |
$19.8K - $21.7K
|
5.43K
$366K
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
304+ 0.18% |
$18.3K - $20K
|
170K
$11.4M
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
262+ 0.18% |
$15.7K - $17.2K
|
148K
$9.95M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
76+ 4.17% |
$4.56K - $5K
|
1.9K
$128K
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
54+ 0.14% |
$3.24K - $3.55K
|
39.8K
$2.68M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 0.38% |
$3.24K - $3.55K
|
14.3K
$964K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
45+ 0.42% |
$2.7K - $2.96K
|
10.8K
$725K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
19+ 0.41% |
$1.14K - $1.25K
|
4.69K
$316K
|