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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
893K+ 122.63% |
$53.6M - $58.8M
|
1.62M
$109M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
736K+ 10.55% |
$44.2M - $48.4M
|
7.71M
$518M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
691K+ 63.78% |
$41.5M - $45.5M
|
1.77M
$119M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
473KNew |
$28.4M - $31.1M
|
473K
$31.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
358K+ 162.81% |
$21.5M - $23.6M
|
578K
$38.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
237K+ 27.01% |
$14.2M - $15.6M
|
1.12M
$75M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
230K+ 203.11% |
$13.8M - $15.2M
|
344K
$23.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
228K+ 17.7% |
$13.7M - $15M
|
1.52M
$102M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
225K+ 5394.96% |
$13.5M - $14.8M
|
229K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
194K+ 33.01% |
$11.6M - $12.8M
|
781K
$52.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
187KNew |
$11.2M - $12.3M
|
187K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
187KNew |
$11.2M - $12.3M
|
187K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
186K+ 13.74% |
$11.2M - $12.3M
|
1.54M
$104M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
158KNew |
$9.49M - $10.4M
|
158K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
101K+ 11.55% |
$6.05M - $6.63M
|
973K
$65.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
94.4KNew |
$5.67M - $6.22M
|
94.4K
$6.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
93.9KNew |
$5.64M - $6.18M
|
93.9K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
83.5K+ 10.77% |
$5.01M - $5.49M
|
859K
$57.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
82K+ 8.28% |
$4.92M - $5.4M
|
1.07M
$72.1M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
79.1K+ 1455.84% |
$4.75M - $5.2M
|
84.5K
$5.68M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75.9K+ 8.23% |
$4.56M - $5M
|
998K
$67.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
75.3K+ 374.17% |
$4.52M - $4.95M
|
95.4K
$6.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
69.1K+ 23.15% |
$4.15M - $4.55M
|
367K
$24.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
64.9K+ 80.1% |
$3.9M - $4.27M
|
146K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.8K+ 18.94% |
$3.89M - $4.27M
|
407K
$27.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
62.9K+ 19.53% |
$3.78M - $4.14M
|
385K
$25.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
61.9K+ 7.76% |
$3.72M - $4.08M
|
860K
$57.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
61.9K+ 4029.77% |
$3.71M - $4.07M
|
63.4K
$4.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
57K+ 7.14% |
$3.42M - $3.75M
|
854K
$57.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51.5K+ 9.01% |
$3.09M - $3.39M
|
624K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.1K+ 231.96% |
$3.01M - $3.3M
|
71.7K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
48.2K+ 32.74% |
$2.89M - $3.17M
|
195K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
45.8K+ 261.66% |
$2.75M - $3.02M
|
63.3K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
45.7KNew |
$2.74M - $3.01M
|
45.7K
$3.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
45.4KNew |
$2.73M - $2.99M
|
45.4K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
44.9K+ 4.74% |
$2.7M - $2.96M
|
992K
$66.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
44.2K+ 739.75% |
$2.65M - $2.91M
|
50.2K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
41.2K+ 2.09% |
$2.47M - $2.71M
|
2.01M
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41K+ 8.19% |
$2.46M - $2.7M
|
541K
$36.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
38.1K+ 24.63% |
$2.29M - $2.51M
|
193K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
37K+ 8.02% |
$2.22M - $2.44M
|
498K
$33.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
34.4K+ 16.87% |
$2.06M - $2.26M
|
238K
$16M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
32.6K+ 53.39% |
$1.96M - $2.15M
|
93.6K
$6.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.2K+ 28.14% |
$1.87M - $2.05M
|
142K
$9.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.3K+ 3.99% |
$1.82M - $1.99M
|
789K
$53M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.3K+ 18.55% |
$1.82M - $1.99M
|
193K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
29.1K+ 8.83% |
$1.75M - $1.92M
|
359K
$24.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
26.9K+ 14.12% |
$1.61M - $1.77M
|
217K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.6K+ 106.63% |
$1.54M - $1.69M
|
49.7K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.6KNew |
$1.54M - $1.69M
|
25.6K
$1.72M
|