Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSF)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSF) 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, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.95KNew |
$458K - $468K
|
9.95K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.3K+ 5.27% |
$428K - $437K
|
186K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$38.1K - $38.9K
|
827
$38.8K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.73KNew |
$401K - $412K
|
8.73K
$410K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
117+ 1.1% |
$5.38K - $5.52K
|
10.7K
$504K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
35+ 87.5% |
$1.61K - $1.65K
|
75
$3.52K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
422New |
$19.3K - $19.5K
|
422
$19.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$2.61K - $2.63K
|
57
$2.67K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$903K - $913K
|
19.6K
$919K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.22KNew |
$55.1K - $56.6K
|
1.22K
$57.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
330+ 3.91% |
$14.9K - $15.3K
|
8.77K
$411K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15.2KNew |
$692K - $701K
|
15.2K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.7KNew |
$304K - $308K
|
6.7K
$314K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.15KNew |
$234K - $237K
|
5.15K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338New |
$15.4K - $15.5K
|
338
$15.9K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27KNew |
$1.23M - $1.25M
|
27K
$1.27M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
621KNew |
$28M - $28.7M
|
621K
$29.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.73KNew |
$304K - $311K
|
6.73K
$316K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$45.2K - $46.2K
|
1K
$46.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8New |
$361 - $370
|
8
$375
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
22.2K+ 138.68% |
$1.01M - $1.05M
|
38.3K
$1.8M
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.79KNew |
$267K - $275K
|
5.79K
$272K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.5KNew |
$207K - $214K
|
4.5K
$211K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.3KNew |
$311K - $315K
|
6.3K
$296K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250New |
$12.3K - $12.5K
|
250
$11.7K
|
|