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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.32K+ 29.25% |
$135K - $147K
|
14.7K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.69K+ 1.42% |
$109K - $119K
|
192K
$8.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.31K+ 11.29% |
$93.8K - $102K
|
22.8K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.05K+ 4.2% |
$83.2K - $90.7K
|
50.8K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.84K+ 7.79% |
$74.9K - $81.7K
|
25.5K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$52.4K - $57.1K
|
1.29K
$56.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 19.43% |
$48.1K - $52.5K
|
7.28K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.13K+ 4.2% |
$45.9K - $50.1K
|
28K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
922+ 5.31% |
$37.5K - $40.9K
|
18.3K
$800K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
801+ 1.51% |
$32.5K - $35.5K
|
54K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
710New |
$28.8K - $31.5K
|
710
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
700+ 6.37% |
$28.4K - $31K
|
11.7K
$512K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
700+ 0.19% |
$28.4K - $31K
|
366K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
649+ 7.13% |
$26.4K - $28.8K
|
9.75K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
616+ 32.8% |
$25K - $27.3K
|
2.49K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
571+ 122.01% |
$23.2K - $25.3K
|
1.04K
$45.5K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$20.3K - $22.2K
|
500
$21.9K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
494+ 2.51% |
$20.1K - $21.9K
|
20.2K
$886K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
478+ 18.91% |
$19.4K - $21.2K
|
3.01K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
454+ 0.79% |
$18.4K - $20.1K
|
58.1K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 0.48% |
$18.3K - $19.9K
|
94.1K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
222+ 2.8% |
$9.02K - $9.84K
|
8.15K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215+ 21500.0% |
$8.73K - $9.53K
|
216
$9.46K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
138New |
$5.61K - $6.11K
|
138
$6.05K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
119+ 0.55% |
$4.83K - $5.27K
|
21.8K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
91+ 0.72% |
$3.7K - $4.03K
|
12.7K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
82+ 0.63% |
$3.33K - $3.63K
|
13.1K
$575K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
67New |
$2.72K - $2.97K
|
67
$2.94K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29New |
$1.18K - $1.28K
|
29
$1.27K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
28+ 0.49% |
$1.14K - $1.24K
|
5.72K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.28% |
$812 - $886
|
7.24K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$650 - $709
|
16
$701
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 0.16% |
$609 - $665
|
9.4K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.18% |
$406 - $443
|
5.62K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.72% |
$81.2 - $88.6
|
280
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.72% |
$40.6 - $44.3
|
139
$6.09K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
73.7KNew |
$3.02M - $3.46M
|
73.7K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.1K+ 6.76% |
$783K - $895K
|
301K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
$613K - $701K
|
14.9K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$479K - $548K
|
11.7K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.33KNew |
$342K - $391K
|
8.33K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.19K+ 15.33% |
$48.9K - $56K
|
8.98K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$47.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
456+ 152.0% |
$18.7K - $21.4K
|
756
$33.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$862 - $985
|
21
$920
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.1KNew |
$1.73M - $2.03M
|
42.1K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.7KNew |
$520K - $613K
|
12.7K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.25KNew |
$256K - $302K
|
6.25K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75KNew |
$194K - $229K
|
4.75K
$208K
|
|