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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.66K+ 3.26% |
$64.1K - $74.3K
|
52.4K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.31K+ 5.13% |
$50.8K - $58.8K
|
26.8K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 174.66% |
$44.6K - $51.7K
|
1.81K
$81.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.15K+ 4.1% |
$44.6K - $51.7K
|
29.2K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.92% |
$40.4K - $46.8K
|
12.7K
$573K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
698+ 5.51% |
$27K - $31.4K
|
13.4K
$602K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
533+ 10.12% |
$20.7K - $23.9K
|
5.8K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
371+ 3.95% |
$14.4K - $16.7K
|
9.77K
$440K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
301+ 0.29% |
$11.7K - $13.5K
|
103K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
274+ 3.36% |
$10.6K - $12.3K
|
8.42K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
262+ 5.55% |
$10.2K - $11.8K
|
4.99K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237New |
$9.18K - $10.6K
|
237
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
172+ 0.85% |
$6.67K - $7.73K
|
20.4K
$918K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
97New |
$3.76K - $4.36K
|
97
$4.37K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 1.15% |
$3.26K - $3.77K
|
7.37K
$332K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
55+ 0.73% |
$2.13K - $2.47K
|
7.57K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48+ 0.18% |
$1.86K - $2.16K
|
27.3K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.72% |
$1.59K - $1.84K
|
5.76K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16New |
$620 - $719
|
16
$720
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 10.45% |
$271 - $314
|
74
$3.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 1.09% |
$77.5 - $89.8
|
185
$8.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$38.8 - $44.9
|
8.33K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15KNew |
$610K - $665K
|
15K
$676K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 54.06% |
$485K - $529K
|
34K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.29K+ 38.9% |
$337K - $367K
|
29.6K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.32K+ 29.25% |
$135K - $147K
|
14.7K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$52.4K - $57.1K
|
1.29K
$58K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
897+ 1.43% |
$36.4K - $39.7K
|
63.6K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
571+ 122.01% |
$23.2K - $25.3K
|
1.04K
$46.8K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$20.3K - $22.2K
|
500
$22.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
478+ 18.91% |
$19.4K - $21.2K
|
3.01K
$135K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215+ 21500.0% |
$8.73K - $9.53K
|
216
$9.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
138New |
$5.61K - $6.11K
|
138
$6.21K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$650 - $709
|
16
$720
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.72% |
$81.2 - $88.6
|
280
$12.6K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.1K+ 6.76% |
$783K - $895K
|
301K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$479K - $548K
|
11.7K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$48.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
456+ 152.0% |
$18.7K - $21.4K
|
756
$34K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$862 - $985
|
21
$945
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.1KNew |
$1.73M - $2.03M
|
42.1K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.7KNew |
$520K - $613K
|
12.7K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.25KNew |
$256K - $302K
|
6.25K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75KNew |
$194K - $229K
|
4.75K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$9.25K - $10.9K
|
226
$10.2K
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
178+ 2.09% |
$7.29K - $8.59K
|
8.69K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 16.67% |
$328 - $386
|
56
$2.52K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
32.8KNew |
$1.27M - $1.38M
|
32.8K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.67KNew |
$220K - $238K
|
5.67K
$255K
|
|