Latest Institutional Purchases of American Centy ETF Tr Avantis (AVUS)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUS) 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 |
---|---|---|---|---|---|---|---|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
275KNew |
$26M - $28.1M
|
275K
$27.2M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
197K+ 62.37% |
$18.6M - $20.1M
|
513K
$50.8M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
170K+ 5.0% |
$16M - $17.3M
|
3.56M
$353M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146KNew |
$13.7M - $14.9M
|
146K
$14.4M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
90.7K+ 17.45% |
$8.56M - $9.26M
|
610K
$60.4M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.8K+ 4.12% |
$3.75M - $4.06M
|
1.01M
$99.6M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.3K+ 4.18% |
$3.33M - $3.61M
|
882K
$87.3M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
34.8KNew |
$3.29M - $3.56M
|
34.8K
$3.45M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.03K+ 1.43% |
$852K - $921K
|
642K
$63.5M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.42K+ 5.16% |
$700K - $757K
|
151K
$15M
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.96K+ 1.87% |
$373K - $404K
|
216K
$21.4M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.62K+ 89.95% |
$341K - $369K
|
7.63K
$756K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 7.18% |
$336K - $364K
|
53.2K
$5.27M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.53K+ 61.97% |
$333K - $360K
|
9.23K
$914K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.3KNew |
$311K - $337K
|
3.3K
$327K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.63K+ 7.93% |
$248K - $269K
|
35.8K
$3.55M
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.79K+ 2.43% |
$169K - $182K
|
75.4K
$7.46M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.4K+ 1.51% |
$132K - $143K
|
94K
$9.31M
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.34K+ 3.3% |
$126K - $136K
|
41.8K
$4.14M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 127.5% |
$120K - $130K
|
2.28K
$225K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.16K+ 0.61% |
$110K - $118K
|
191K
$18.9M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.11K+ 5.99% |
$105K - $114K
|
19.7K
$1.95M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
996New |
$94K - $102K
|
996
$98.6K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
849+ 7.81% |
$80.1K - $86.6K
|
11.7K
$1.16M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
752+ 0.51% |
$71K - $76.7K
|
148K
$14.7M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
750+ 7.75% |
$70.8K - $76.5K
|
10.4K
$1.03M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
512+ 3.45% |
$48.3K - $52.3K
|
15.3K
$1.52M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 0.51% |
$31.2K - $33.8K
|
65.1K
$6.45M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
185+ 0.66% |
$17.5K - $18.9K
|
28K
$2.77M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
166+ 1.08% |
$15.7K - $16.9K
|
15.5K
$1.53M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
78+ 0.76% |
$7.36K - $7.96K
|
10.3K
$1.02M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
50+ 0.05% |
$4.72K - $5.1K
|
91.6K
$9.07M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25+ 0.29% |
$2.36K - $2.55K
|
8.55K
$846K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.03% |
$283 - $306
|
9.79K
$970K
|
|
Q3 2024 | |||||||
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
562K+ 837.27% |
$48.5M - $53.5M
|
629K
$62.3M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
331K+ 2221.3% |
$28.5M - $31.5M
|
346K
$34.2M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
259KNew |
$22.3M - $24.6M
|
259K
$25.6M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
181K+ 6.19% |
$15.6M - $17.2M
|
3.11M
$307M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165K+ 333.93% |
$14.2M - $15.7M
|
214K
$21.2M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
115K+ 20.3% |
$9.89M - $10.9M
|
679K
$67.3M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
98K+ 12.22% |
$8.46M - $9.33M
|
901K
$89.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.3K+ 7.81% |
$8.39M - $9.25M
|
1.34M
$133M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.9K+ 8.25% |
$8.02M - $8.84M
|
1.22M
$121M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
92.6KNew |
$7.99M - $8.81M
|
92.6K
$9.17M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.5K+ 27.72% |
$6.6M - $7.28M
|
352K
$34.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 4.29% |
$6.04M - $6.66M
|
1.7M
$169M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
67.4K+ 7.66% |
$5.81M - $6.41M
|
947K
$93.8M
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
52.3K+ 5.18% |
$4.51M - $4.98M
|
1.06M
$105M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
52K+ 198.8% |
$4.49M - $4.95M
|
78.2K
$7.74M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
52K+ 3.74% |
$4.48M - $4.94M
|
1.44M
$143M
|