Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSE) 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 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
20.5KNew |
$926K - $1.02M
|
20.5K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3KNew |
$644K - $706K
|
14.3K
$738K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.68K+ 14.07% |
$392K - $430K
|
70.4K
$3.64M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 8.25% |
$112K - $123K
|
32.5K
$1.68M
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.61K+ 6.76% |
$72.8K - $79.8K
|
25.4K
$1.32M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
799+ 83.58% |
$36.1K - $39.6K
|
1.76K
$90.8K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
280+ 2.59% |
$12.7K - $13.9K
|
11.1K
$575K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
278+ 1.97% |
$12.6K - $13.8K
|
14.4K
$745K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
178+ 3.36% |
$8.04K - $8.82K
|
5.47K
$283K
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
151+ 15.65% |
$6.82K - $7.48K
|
1.12K
$57.8K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
41+ 0.3% |
$1.85K - $2.03K
|
13.8K
$713K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
27+ 0.53% |
$1.22K - $1.34K
|
5.15K
$267K
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
23+ 0.44% |
$1.04K - $1.14K
|
5.23K
$271K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
21+ 1.07% |
$949 - $1.04K
|
1.99K
$103K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.27% |
$542 - $594
|
4.51K
$234K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 2.56% |
$542 - $594
|
480
$24.8K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.05KNew |
$393K - $436K
|
9.05K
$468K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.89KNew |
$212K - $236K
|
4.89K
$253K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.83K+ 2769.61% |
$123K - $136K
|
2.93K
$151K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.46KNew |
$107K - $119K
|
2.46K
$127K
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
457+ 319.58% |
$19.8K - $22K
|
600
$31.1K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
166New |
$7.2K - $8.01K
|
166
$8.59K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.16KNew |
$51.5K - $56.2K
|
1.16K
$59.8K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140New |
$6.24K - $6.8K
|
140
$7.25K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
108+ 50.94% |
$4.69K - $5.14K
|
320
$16.6K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21K+ 272.21% |
$893K - $998K
|
28.7K
$1.49M
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122KNew |
$4.64M - $5.37M
|
122K
$6.3M
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.76KNew |
$220K - $254K
|
5.76K
$298K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
880New |
$33.6K - $38.8K
|
880
$45.5K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
136+ 1.28% |
$5.44K - $6.1K
|
10.7K
$555K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11KNew |
$478K - $563K
|
11K
$569K
|