Latest Institutional Purchases of American Centy ETF Tr Avantis (AVRE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVRE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.1M+ 4382.94% |
$45.2M - $51.7M
|
1.13M
$47.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125KNew |
$5.13M - $5.86M
|
125K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
119K+ 11.13% |
$4.88M - $5.58M
|
1.19M
$50.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
39.5K+ 14.02% |
$1.62M - $1.85M
|
322K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
24.3K+ 43.32% |
$996K - $1.14M
|
80.3K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.1KNew |
$905K - $1.04M
|
22.1K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.6K+ 8.58% |
$679K - $776K
|
210K
$8.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 20.61% |
$480K - $549K
|
68.5K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.4K+ 5.66% |
$469K - $537K
|
213K
$9.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.94K+ 6.71% |
$408K - $466K
|
158K
$6.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.1KNew |
$374K - $427K
|
9.1K
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.52K+ 6.75% |
$268K - $306K
|
103K
$4.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.3K+ 7.21% |
$258K - $295K
|
93.7K
$3.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.69KNew |
$233K - $267K
|
5.69K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 4.81% |
$220K - $251K
|
117K
$4.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.77K+ 9.93% |
$196K - $224K
|
52.8K
$2.24M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.43K+ 4.49% |
$182K - $208K
|
103K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.99K+ 1.42% |
$164K - $187K
|
285K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.96K+ 15.16% |
$121K - $139K
|
22.5K
$955K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.45K+ 3.62% |
$100K - $115K
|
70.1K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.97K+ 2.71% |
$80.9K - $92.5K
|
74.7K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.88KNew |
$77.1K - $88.1K
|
1.88K
$79.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.74K+ 22.83% |
$71.6K - $81.8K
|
9.38K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$46.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
696+ 3.52% |
$28.6K - $32.6K
|
20.5K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 7.81% |
$18.1K - $20.7K
|
6.1K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
424+ 0.8% |
$17.4K - $19.9K
|
53.2K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
366+ 1.3% |
$15K - $17.2K
|
28.6K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
172+ 1.43% |
$7.06K - $8.07K
|
12.2K
$516K
|
|
| Q3 2024 | |||||||
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
62.8K+ 827.68% |
$2.57M - $3.03M
|
70.4K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.8K+ 78.91% |
$2.57M - $3.03M
|
142K
$6.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
55.7K+ 21.81% |
$2.28M - $2.69M
|
311K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.1KNew |
$1.73M - $2.03M
|
42.1K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.9K+ 57.0% |
$1.59M - $1.88M
|
107K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
27.9K+ 11.05% |
$1.14M - $1.35M
|
281K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 17.63% |
$855K - $1.01M
|
139K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
16.8K+ 6.31% |
$686K - $809K
|
282K
$12M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.7KNew |
$520K - $613K
|
12.7K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11.4K+ 6.31% |
$467K - $551K
|
192K
$8.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 15.02% |
$463K - $546K
|
86.7K
$3.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.34K+ 145.6% |
$383K - $451K
|
15.8K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.33KNew |
$382K - $451K
|
9.33K
$396K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.74K+ 82.12% |
$358K - $422K
|
19.4K
$823K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.39K+ 89.3% |
$344K - $405K
|
17.8K
$755K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.55K+ 145.35% |
$309K - $364K
|
12.7K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.26KNew |
$256K - $302K
|
6.26K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.25KNew |
$256K - $302K
|
6.25K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.25KNew |
$256K - $302K
|
6.25K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.23K+ 13.43% |
$255K - $301K
|
52.6K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.23K+ 12.5% |
$255K - $301K
|
56K
$2.38M
|
|