Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSD)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSD) 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 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5.61K+ 2.1% |
$303K - $343K
|
273K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.71KNew |
$200K - $226K
|
3.71K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.03KNew |
$163K - $185K
|
3.03K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 6.49% |
$105K - $119K
|
32K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 3.51% |
$102K - $115K
|
55.5K
$3.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.69K+ 17.03% |
$91.3K - $103K
|
11.6K
$664K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 9.42% |
$81K - $91.8K
|
17.4K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.35K+ 18.5% |
$72.6K - $82.3K
|
8.62K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
908+ 3.38% |
$49K - $55.5K
|
27.7K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
762+ 50.4% |
$41.1K - $46.6K
|
2.27K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
748+ 0.43% |
$40.3K - $45.7K
|
176K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
570+ 12.67% |
$30.7K - $34.8K
|
5.07K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
508New |
$27.4K - $31K
|
508
$29K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
464+ 9.28% |
$25K - $28.4K
|
5.46K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
405+ 25.99% |
$21.8K - $24.7K
|
1.96K
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
295+ 4.37% |
$15.9K - $18K
|
7.05K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
255+ 1.23% |
$13.7K - $15.6K
|
21K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.6K+ 33.68% |
$86.9K - $93.3K
|
6.35K
$362K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
213+ 5.13% |
$11.6K - $12.4K
|
4.36K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
73+ 1.88% |
$3.96K - $4.26K
|
3.95K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17+ 0.35% |
$923 - $991
|
4.94K
$282K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.03% |
$489 - $525
|
26.5K
$1.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.34% |
$326 - $350
|
453
$25.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143New |
$7.44K - $8.15K
|
143
$8.16K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
77+ 2.91% |
$4K - $4.39K
|
2.73K
$156K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
45+ 0.43% |
$2.34K - $2.57K
|
10.6K
$605K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.11K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$2.7M - $3.15M
|
58.4K
$3.33M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
789+ 0.4% |
$36.5K - $42.6K
|
196K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$4.56K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$10.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.8K+ 1890.16% |
$1.32M - $1.44M
|
29.3K
$1.67M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.84KNew |
$234K - $283K
|
5.84K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$52.8K - $63.9K
|
1.32K
$75.2K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11.4KNew |
$460K - $556K
|
11.4K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.11K+ 18.62% |
$125K - $151K
|
19.8K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66New |
$2.66K - $3.21K
|
66
$3.77K
|
|