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 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
455+ 11.75% |
$24K - $27.1K
|
4.33K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263New |
$13.9K - $15.7K
|
263
$14.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
208+ 5.55% |
$11K - $12.4K
|
3.95K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
199New |
$10.5K - $11.9K
|
199
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$5.11K - $5.78K
|
97
$5.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
84New |
$4.43K - $5K
|
84
$4.54K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81New |
$4.27K - $4.83K
|
81
$4.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$2.79K - $3.16K
|
53
$2.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
35New |
$1.84K - $2.08K
|
35
$1.89K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.5% |
$52.7 - $59.6
|
201
$10.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 83.66% |
$497K - $568K
|
22.2K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15KNew |
$302K - $345K
|
6.15K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.62KNew |
$227K - $259K
|
4.62K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.91KNew |
$192K - $220K
|
3.91K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.17K+ 45.52% |
$106K - $122K
|
6.92K
$374K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.23KNew |
$60.1K - $68.8K
|
1.23K
$66.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
597+ 0.32% |
$29.3K - $33.5K
|
186K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
509+ 21.96% |
$25K - $28.6K
|
2.83K
$153K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
295New |
$14.5K - $16.6K
|
295
$16K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$115K - $125K
|
2.4K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$65.4K - $71.4K
|
1.37K
$73.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
249New |
$11.9K - $13K
|
249
$13.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
222New |
$10.6K - $11.6K
|
222
$12K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$5.46K - $5.96K
|
114
$6.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48New |
$2.3K - $2.51K
|
48
$2.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$2.16K - $2.35K
|
45
$2.43K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
22.3KNew |
$1.07M - $1.17M
|
22.3K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
20.3K+ 47.69% |
$971K - $1.06M
|
62.9K
$3.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
468New |
$22.4K - $24.5K
|
468
$25.3K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
246New |
$11.8K - $12.9K
|
246
$13.3K
|
|
| Q4 2023 | |||||||
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
62.5KNew |
$2.57M - $3.25M
|
62.5K
$3.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
14.6KNew |
$601K - $760K
|
14.6K
$790K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.68K+ 108.86% |
$399K - $504K
|
18.6K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.09K+ 242.07% |
$374K - $473K
|
12.8K
$695K
|
|
|
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
$64.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
98New |
$4.27K - $4.83K
|
98
$5.3K
|
|
| Q2 2023 | |||||||
|
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 | |||||||
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
590New |
$23.8K - $28.4K
|
590
$31.9K
|
|