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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.59K+ 4.96% |
$158K - $166K
|
54.9K
$3.7M
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.41K+ 2.23% |
$146K - $154K
|
110K
$7.41M
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.4K+ 7.14% |
$146K - $154K
|
36K
$2.43M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.4K+ 60.0% |
$146K - $154K
|
6.4K
$431K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.24K+ 4.23% |
$136K - $143K
|
55.1K
$3.71M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.15K+ 50.56% |
$131K - $138K
|
6.41K
$432K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.11K+ 10.86% |
$128K - $136K
|
21.6K
$1.45M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.05K+ 10.37% |
$124K - $131K
|
21.8K
$1.47M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2K+ 14.81% |
$121K - $128K
|
15.5K
$1.04M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.92KNew |
$116K - $123K
|
1.92K
$129K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.89K+ 40.91% |
$115K - $121K
|
6.52K
$439K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.86K+ 11.03% |
$113K - $119K
|
18.7K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.83K+ 13.58% |
$111K - $117K
|
15.3K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.6K+ 1.2% |
$96.9K - $102K
|
134K
$9.03M
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.54KNew |
$93.2K - $98.5K
|
1.54K
$103K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.3K+ 5.11% |
$79K - $83.4K
|
26.8K
$1.8M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
994New |
$60.4K - $63.8K
|
994
$66.9K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
868+ 16.45% |
$52.7K - $55.7K
|
6.14K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
842+ 1.83% |
$51.1K - $54K
|
47K
$3.16M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
810New |
$49.2K - $52K
|
810
$54.5K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
803+ 1.12% |
$48.8K - $51.5K
|
72.2K
$4.86M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
767+ 68.54% |
$46.6K - $49.2K
|
1.89K
$127K
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
741+ 4.42% |
$45K - $47.5K
|
17.5K
$1.18M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
530+ 2.43% |
$32.2K - $34K
|
22.3K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
470+ 2.15% |
$28.5K - $30.1K
|
22.4K
$1.51M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
470New |
$28.5K - $30.1K
|
470
$31.6K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
415+ 3.62% |
$25.2K - $26.6K
|
11.9K
$799K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
386New |
$23.4K - $24.8K
|
386
$26K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
252+ 1.59% |
$15.3K - $16.2K
|
16.1K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
247+ 0.3% |
$15K - $15.8K
|
83.3K
$5.61M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
244New |
$14.8K - $15.7K
|
244
$16.4K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
232New |
$14.1K - $14.9K
|
232
$15.6K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
186+ 5.11% |
$11.3K - $11.9K
|
3.83K
$258K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
172+ 0.14% |
$10.4K - $11K
|
124K
$8.36M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
134+ 1.63% |
$8.14K - $8.59K
|
8.34K
$562K
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
97+ 0.41% |
$5.89K - $6.22K
|
23.5K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
79New |
$4.8K - $5.07K
|
79
$5.32K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60+ 0.72% |
$3.64K - $3.85K
|
8.43K
$568K
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
55+ 0.19% |
$3.34K - $3.53K
|
29.6K
$1.99M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 0.4% |
$2.13K - $2.24K
|
8.71K
$587K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19+ 0.39% |
$1.15K - $1.22K
|
4.94K
$333K
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
16+ 0.44% |
$972 - $1.03K
|
3.69K
$248K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8New |
$486 - $513
|
8
$539
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 0.08% |
$486 - $513
|
10.1K
$678K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.38% |
$486 - $513
|
2.14K
$144K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.1
|
6.97K
$470K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$60.7 - $64.1
|
159
$10.7K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
135KNew |
$7.6M - $8.65M
|
135K
$9.06M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.6K+ 3.58% |
$1.84M - $2.1M
|
945K
$63.6M
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
18KNew |
$1.01M - $1.15M
|
18K
$1.21M
|