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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.31KNew |
$177K - $224K
|
4.31K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.85KNew |
$76.2K - $96.2K
|
1.85K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
325New |
$13.4K - $16.9K
|
325
$17.6K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.19K+ 5.42% |
$270K - $305K
|
120K
$6.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4.61KNew |
$201K - $227K
|
4.61K
$249K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 140.0% |
$30.5K - $34.5K
|
1.2K
$64.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
98New |
$4.27K - $4.83K
|
98
$5.3K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.95KNew |
$121K - $136K
|
2.95K
$159K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
84New |
$3.44K - $3.88K
|
84
$4.54K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
2.25K+ 8.32% |
$95.2K - $111K
|
29.3K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
420New |
$17.8K - $20.6K
|
420
$22.7K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
133KNew |
$5.42M - $6.2M
|
133K
$7.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
30.9KNew |
$1.26M - $1.44M
|
30.9K
$1.67M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14K+ 84.8% |
$554K - $670K
|
30.6K
$1.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
6.46KNew |
$255K - $308K
|
6.46K
$349K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
3.47K+ 29.58% |
$137K - $165K
|
15.2K
$821K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
9.47KNew |
$381K - $456K
|
9.47K
$512K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
590New |
$23.8K - $28.4K
|
590
$31.9K
|
|