Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSC)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSC) 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 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.75KNew |
$276K - $322K
|
5.75K
$311K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77K+ 2.87% |
$229K - $268K
|
171K
$9.25M
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
4.71K+ 32.68% |
$226K - $264K
|
19.1K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.67KNew |
$224K - $262K
|
4.67K
$252K
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.65K+ 13.99% |
$175K - $205K
|
29.7K
$1.61M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.88K+ 5.2% |
$139K - $162K
|
58.2K
$3.15M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.41K+ 12.41% |
$116K - $135K
|
21.8K
$1.18M
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.37K+ 4.95% |
$65.9K - $76.9K
|
29K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 3.13% |
$63.9K - $74.5K
|
43.7K
$2.36M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
950+ 4.2% |
$45.7K - $53.3K
|
23.6K
$1.27M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
808New |
$38.8K - $45.3K
|
808
$43.7K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
668New |
$32.1K - $37.5K
|
668
$36.1K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
487New |
$23.4K - $27.3K
|
487
$26.3K
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
468+ 4.44% |
$22.5K - $26.3K
|
11K
$595K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
385New |
$18.5K - $21.6K
|
385
$20.8K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.83% |
$14.5K - $16.9K
|
16.8K
$906K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
239+ 0.14% |
$11.5K - $13.4K
|
165K
$8.94M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
230+ 23.26% |
$11.1K - $12.9K
|
1.22K
$65.9K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
223+ 2.74% |
$10.7K - $12.5K
|
8.37K
$453K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
132+ 49.07% |
$6.35K - $7.41K
|
401
$21.7K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123+ 65.78% |
$5.91K - $6.9K
|
310
$16.8K
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
107+ 0.47% |
$5.14K - $6K
|
23.1K
$1.25M
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
36+ 0.15% |
$1.73K - $2.02K
|
24K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 0.28% |
$1.49K - $1.74K
|
11.2K
$605K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.83% |
$1.2K - $1.4K
|
145
$7.84K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
22+ 0.27% |
$1.06K - $1.23K
|
8.03K
$434K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16New |
$769 - $898
|
16
$865
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7+ 0.05% |
$337 - $393
|
15K
$809K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5+ 2.0% |
$240 - $281
|
255
$13.8K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$96.2 - $112
|
5.11K
$276K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$96.2 - $112
|
8.71K
$471K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.5KNew |
$1.4M - $1.58M
|
26.5K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
18.8KNew |
$993K - $1.12M
|
18.8K
$1.02M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6KNew |
$926K - $1.05M
|
17.6K
$950K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.59KNew |
$347K - $393K
|
6.59K
$356K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.03K+ 428.59% |
$318K - $359K
|
7.43K
$402K
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.87KNew |
$309K - $349K
|
5.87K
$317K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.2KNew |
$274K - $310K
|
5.2K
$281K
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.24KNew |
$224K - $253K
|
4.24K
$229K
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4KNew |
$211K - $239K
|
4K
$216K
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.93KNew |
$207K - $234K
|
3.93K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69KNew |
$194K - $220K
|
3.69K
$199K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.25KNew |
$171K - $193K
|
3.25K
$176K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.01KNew |
$106K - $120K
|
2.01K
$109K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 16790.0% |
$88.5K - $100K
|
1.69K
$91.3K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
968New |
$51K - $57.7K
|
968
$52.3K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
641+ 7.27% |
$33.8K - $38.2K
|
9.45K
$511K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$24.6K - $27.8K
|
467
$25.3K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
458+ 6.3% |
$24.1K - $27.3K
|
7.73K
$418K
|