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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
122K+ 324.11% |
$7M - $7.59M
|
160K
$9.97M
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
29.7K+ 9.05% |
$1.71M - $1.85M
|
358K
$22.4M
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 33.64% |
$1.19M - $1.29M
|
82.5K
$5.15M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2KNew |
$1.16M - $1.26M
|
20.2K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.7K+ 203.39% |
$902K - $979K
|
23.5K
$1.46M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
11.9K+ 63.93% |
$685K - $743K
|
30.6K
$1.91M
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
10.2K+ 237.06% |
$585K - $635K
|
14.5K
$905K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.92K+ 3.42% |
$569K - $617K
|
299K
$18.7M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.63KNew |
$495K - $537K
|
8.63K
$539K
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
8.06K+ 63.18% |
$462K - $501K
|
20.8K
$1.3M
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.87KNew |
$337K - $365K
|
5.87K
$366K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.84K+ 120.87% |
$278K - $301K
|
8.85K
$553K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.99KNew |
$229K - $248K
|
3.99K
$249K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.69KNew |
$211K - $229K
|
3.69K
$230K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
2.72K+ 209.15% |
$156K - $169K
|
4.02K
$251K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.56K+ 18.66% |
$147K - $160K
|
16.3K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.98K+ 244.8% |
$114K - $123K
|
2.79K
$174K
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.87K+ 56.48% |
$107K - $116K
|
5.17K
$323K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
708New |
$40.6K - $44.1K
|
708
$44.2K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
467+ 2.2% |
$26.8K - $29.1K
|
21.7K
$1.36M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
350+ 8.68% |
$20.1K - $21.8K
|
4.38K
$274K
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
329+ 1.39% |
$18.9K - $20.5K
|
23.9K
$1.49M
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
110+ 0.51% |
$6.31K - $6.85K
|
21.7K
$1.35M
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
11+ 0.47% |
$631 - $685
|
2.34K
$146K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.31% |
$172 - $187
|
971
$60.6K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.58% |
$115 - $124
|
347
$21.7K
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2+ 0.01% |
$115 - $124
|
34K
$2.12M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.68KNew |
$532K - $595K
|
9.68K
$605K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9.68KNew |
$532K - $595K
|
9.68K
$605K
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.61KNew |
$198K - $222K
|
3.61K
$225K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$44.1K - $52.7K
|
934
$58.3K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56+ 4.11% |
$2.64K - $3.16K
|
1.42K
$88.6K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.29M - $1.41M
|
27.3K
$1.71M
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.24KNew |
$388K - $425K
|
8.24K
$515K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.8K+ 86.71% |
$226K - $248K
|
10.3K
$645K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 1.44% |
$105K - $115K
|
156K
$9.77M
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
606KNew |
$26.9M - $29.7M
|
606K
$37.8M
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
32.9KNew |
$1.46M - $1.61M
|
32.9K
$2.05M
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
11KNew |
$487K - $536K
|
11K
$684K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.25KNew |
$233K - $257K
|
5.25K
$328K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$65.8K - $72.5K
|
1.48K
$92.6K
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24KNew |
$1.04M - $1.22M
|
24K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 13.23% |
$55K - $64.5K
|
10.8K
$676K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
800+ 25.72% |
$34.8K - $40.8K
|
3.91K
$244K
|