Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSU)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSU) 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
|
- |
30.5K+ 8.52% |
$1.8M - $1.99M
|
389K
$26.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
13.7K+ 16.59% |
$807K - $893K
|
96.1K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11K+ 3.67% |
$649K - $718K
|
310K
$21.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9.6KNew |
$566K - $627K
|
9.6K
$651K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
7.29K+ 10.24% |
$430K - $476K
|
78.4K
$5.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.63K+ 128.4% |
$332K - $368K
|
10K
$679K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.47KNew |
$205K - $227K
|
3.47K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.39KNew |
$200K - $221K
|
3.39K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.97K+ 2.61% |
$175K - $194K
|
117K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.53K+ 12.18% |
$150K - $165K
|
23.3K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.32K+ 7.57% |
$137K - $151K
|
32.9K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.78K+ 44.17% |
$105K - $116K
|
5.79K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.14K+ 12.85% |
$67.1K - $74.2K
|
9.99K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 27.33% |
$59.4K - $65.8K
|
4.69K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
941+ 1.96% |
$55.5K - $61.4K
|
49K
$3.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
800+ 3.34% |
$47.2K - $52.2K
|
24.7K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
792+ 4.86% |
$46.7K - $51.7K
|
17.1K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
520+ 13.3% |
$30.7K - $34K
|
4.43K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
402+ 2.77% |
$23.7K - $26.3K
|
14.9K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
297+ 0.19% |
$17.5K - $19.4K
|
160K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
229+ 0.77% |
$13.5K - $15K
|
29.8K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82+ 0.79% |
$4.84K - $5.35K
|
10.5K
$710K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.56% |
$1.95K - $2.15K
|
5.9K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
15+ 0.16% |
$885 - $980
|
9.14K
$620K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
12+ 0.23% |
$708 - $784
|
5.18K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 3.17% |
$649 - $718
|
358
$24.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.41% |
$236 - $261
|
975
$66.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3+ 0.01% |
$177 - $196
|
34K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2KNew |
$1.16M - $1.26M
|
20.2K
$1.37M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.6KNew |
$551K - $598K
|
9.6K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.63KNew |
$495K - $537K
|
8.63K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
11+ 0.47% |
$631 - $685
|
2.34K
$159K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.68KNew |
$532K - $595K
|
9.68K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9.68KNew |
$532K - $595K
|
9.68K
$657K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$44.1K - $52.7K
|
934
$63.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56+ 4.11% |
$2.64K - $3.16K
|
1.42K
$96.3K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.29M - $1.41M
|
27.3K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.24KNew |
$388K - $425K
|
8.24K
$559K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.8K+ 86.71% |
$226K - $248K
|
10.3K
$701K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 1.44% |
$105K - $115K
|
156K
$10.6M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
606KNew |
$25.8M - $29.7M
|
606K
$41.1M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
32.9KNew |
$1.4M - $1.61M
|
32.9K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.25KNew |
$224K - $257K
|
5.25K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$63.2K - $72.5K
|
1.48K
$101K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24KNew |
$1.02M - $1.22M
|
24K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 13.23% |
$53.7K - $64.5K
|
10.8K
$735K
|
|