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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
956+ 9.79% |
$39.1K - $46.2K
|
10.7K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
788+ 0.36% |
$32.3K - $38K
|
219K
$9.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
530+ 10.34% |
$21.7K - $25.6K
|
5.66K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
509New |
$20.8K - $24.6K
|
509
$21.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
490+ 1.77% |
$20.1K - $23.7K
|
28.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
361+ 0.63% |
$14.8K - $17.4K
|
57.4K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
348+ 1.79% |
$14.3K - $16.8K
|
19.8K
$824K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
332+ 4.54% |
$13.6K - $16K
|
7.64K
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
327+ 1.7% |
$13.4K - $15.8K
|
19.5K
$814K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
263+ 3.34% |
$10.8K - $12.7K
|
8.13K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
254+ 1.2% |
$10.4K - $12.3K
|
21.5K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$9.25K - $10.9K
|
226
$9.42K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
158+ 0.13% |
$6.47K - $7.63K
|
122K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
137+ 13700.0% |
$5.61K - $6.61K
|
138
$5.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124New |
$5.08K - $5.99K
|
124
$5.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
110+ 17.66% |
$4.5K - $5.31K
|
733
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
102+ 19.25% |
$4.18K - $4.92K
|
632
$26.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77New |
$3.15K - $3.72K
|
77
$3.21K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
47+ 0.07% |
$1.92K - $2.27K
|
68.7K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 16.67% |
$328 - $386
|
56
$2.33K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 1.35% |
$164 - $193
|
300
$12.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
32.8KNew |
$1.27M - $1.38M
|
32.8K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.67KNew |
$220K - $238K
|
5.67K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.34KNew |
$208K - $225K
|
5.34K
$223K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4.94KNew |
$192K - $208K
|
4.94K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
565New |
$22K - $23.8K
|
565
$23.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
159+ 23.01% |
$6.18K - $6.69K
|
850
$35.4K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
93+ 2.96% |
$3.62K - $3.91K
|
3.24K
$135K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22New |
$856 - $925
|
22
$917
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 7.05% |
$428 - $463
|
167
$6.96K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 0.07% |
$194 - $210
|
7.11K
$296K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.8K+ 120.86% |
$440K - $471K
|
19.8K
$826K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
943New |
$38.2K - $40.9K
|
943
$39.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447New |
$18.1K - $19.4K
|
447
$18.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183New |
$7.42K - $7.95K
|
183
$7.63K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$2.84K - $3.04K
|
70
$2.92K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
37.7KNew |
$1.34M - $1.65M
|
37.7K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.65KNew |
$200K - $247K
|
5.65K
$235K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.89K+ 514.42% |
$138K - $170K
|
4.65K
$194K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.29K+ 7.07% |
$81.2K - $99.9K
|
34.6K
$1.44M
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.7KNew |
$396K - $455K
|
10.7K
$444K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.22K+ 13.04% |
$194K - $222K
|
45.2K
$1.89M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.53K+ 4.23% |
$56.8K - $65.3K
|
37.7K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
237+ 3.18% |
$8.8K - $10.1K
|
7.7K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
168New |
$6.24K - $7.17K
|
168
$7K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.29KNew |
$50.9K - $54.2K
|
1.29K
$53.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
576+ 2.98% |
$22.7K - $24.2K
|
19.9K
$830K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36New |
$1.42K - $1.51K
|
36
$1.5K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.2KNew |
$1.06M - $1.25M
|
27.2K
$1.14M
|
|