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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
406+ 2.92% |
$28.3K - $33.3K
|
14.3K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
190New |
$13.3K - $15.6K
|
190
$18.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$4.33K - $5.08K
|
62
$6.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
41New |
$2.86K - $3.36K
|
41
$4.06K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
40New |
$2.79K - $3.28K
|
40
$3.96K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32New |
$2.23K - $2.62K
|
32
$3.17K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14New |
$977 - $1.15K
|
14
$1.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$698 - $820
|
10
$990
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
56.2K+ 6.73% |
$4.08M - $4.41M
|
890K
$88.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.8KNew |
$3.62M - $3.91M
|
49.8K
$4.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.52KNew |
$256K - $277K
|
3.52K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.8KNew |
$204K - $220K
|
2.8K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$200K - $216K
|
2.76K
$273K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.72KNew |
$198K - $213K
|
2.72K
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.2KNew |
$86.9K - $93.8K
|
1.2K
$118K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
572New |
$41.6K - $44.9K
|
572
$56.7K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99+ 8.14% |
$7.2K - $7.77K
|
1.32K
$130K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.08% |
$364 - $392
|
6.23K
$617K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
361K+ 96.65% |
$24.9M - $27.1M
|
735K
$72.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.7K+ 18.26% |
$3.35M - $3.66M
|
315K
$31.2M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
37.4K+ 17.27% |
$2.58M - $2.81M
|
254K
$25.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.22K+ 1.15% |
$222K - $242K
|
284K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.09K+ 44.38% |
$144K - $157K
|
6.79K
$672K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
557+ 12.3% |
$38.4K - $41.9K
|
5.09K
$504K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306+ 746.34% |
$21.1K - $23K
|
347
$34.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
81New |
$5.58K - $6.09K
|
81
$8.02K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
67New |
$4.62K - $5.04K
|
67
$6.64K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
58+ 0.18% |
$4K - $4.36K
|
32.6K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 0.94% |
$3.38K - $3.68K
|
5.28K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$1.65K - $1.8K
|
24
$2.38K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.7KNew |
$2.88M - $3.17M
|
42.7K
$4.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13.9KNew |
$939K - $1.04M
|
13.9K
$1.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.62KNew |
$311K - $343K
|
4.62K
$457K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.44KNew |
$299K - $330K
|
4.44K
$440K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.67KNew |
$248K - $273K
|
3.67K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.76K+ 4.93% |
$119K - $131K
|
37.6K
$3.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
842New |
$56.8K - $62.6K
|
842
$83.4K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126New |
$8.49K - $9.36K
|
126
$12.5K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17+ 0.13% |
$1.15K - $1.26K
|
13.2K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9New |
$607 - $669
|
9
$891
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.56M - $1.79M
|
24.6K
$2.44M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.87KNew |
$498K - $572K
|
7.87K
$779K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.63KNew |
$483K - $555K
|
7.63K
$756K
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.74K+ 11.01% |
$236K - $272K
|
37.7K
$3.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.69K+ 3.62% |
$107K - $123K
|
48.4K
$4.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.66K+ 683.88% |
$105K - $120K
|
1.9K
$188K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.42KNew |
$90K - $103K
|
1.42K
$141K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
228+ 2.04% |
$14.4K - $16.6K
|
11.4K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
58New |
$3.67K - $4.22K
|
58
$5.74K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32New |
$2.02K - $2.33K
|
32
$3.17K
|
|