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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.45KNew |
$231K - $254K
|
4.45K
$248K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.15KNew |
$216K - $237K
|
4.15K
$231K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.15KNew |
$216K - $237K
|
4.15K
$231K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.68K+ 39.32% |
$191K - $210K
|
13K
$727K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.49KNew |
$130K - $142K
|
2.49K
$139K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 4.27% |
$116K - $127K
|
54.4K
$3.03M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 1.74% |
$58.6K - $64.3K
|
65.9K
$3.67M
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.07K+ 5.38% |
$55.8K - $61.2K
|
21K
$1.17M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 26.67% |
$52K - $57K
|
4.75K
$265K
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
467+ 44.69% |
$24.3K - $26.6K
|
1.51K
$84.3K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
401+ 2.86% |
$20.9K - $22.9K
|
14.4K
$804K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
315+ 5.04% |
$16.4K - $18K
|
6.57K
$366K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
268+ 4.12% |
$13.9K - $15.3K
|
6.78K
$378K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
158+ 3.3% |
$8.22K - $9.01K
|
4.94K
$275K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143+ 0.34% |
$7.44K - $8.15K
|
42.2K
$2.35M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143New |
$7.44K - $8.15K
|
143
$7.97K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
114New |
$5.93K - $6.5K
|
114
$6.36K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
77+ 2.91% |
$4K - $4.39K
|
2.73K
$152K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
45+ 0.43% |
$2.34K - $2.57K
|
10.6K
$591K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.06K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 0.02% |
$728 - $798
|
71.7K
$4M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.9% |
$208 - $228
|
447
$24.9K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$2.7M - $3.15M
|
58.4K
$3.26M
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.2K+ 514.38% |
$1.03M - $1.2M
|
26.5K
$1.48M
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
21.9KNew |
$1.01M - $1.18M
|
21.9K
$1.22M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.88KNew |
$179K - $209K
|
3.88K
$216K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
789+ 0.4% |
$36.5K - $42.6K
|
196K
$11M
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
720+ 25.71% |
$33.3K - $38.9K
|
3.52K
$196K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
630New |
$29.2K - $34K
|
630
$35.1K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
484New |
$22.4K - $26.1K
|
484
$27K
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$4.46K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$9.87K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
737New |
$35.9K - $39.1K
|
737
$41.1K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.8K+ 1890.16% |
$1.32M - $1.44M
|
29.3K
$1.63M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.84KNew |
$251K - $283K
|
5.84K
$326K
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.67KNew |
$201K - $226K
|
4.67K
$260K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.5KNew |
$194K - $218K
|
4.5K
$251K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$56.8K - $63.9K
|
1.32K
$73.5K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11.4KNew |
$470K - $556K
|
11.4K
$637K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.11K+ 18.62% |
$128K - $151K
|
19.8K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66New |
$2.72K - $3.21K
|
66
$3.68K
|