Latest Institutional Purchases of American Centy ETF Tr Avantis (AVUV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
779+ 32.36% |
$66.2K - $78.4K
|
3.19K
$303K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
757+ 5.91% |
$64.3K - $76.2K
|
13.6K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
733+ 19.94% |
$62.3K - $73.8K
|
4.41K
$419K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
731+ 5.84% |
$62.1K - $73.6K
|
13.2K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
725+ 18.1% |
$61.6K - $72.9K
|
4.73K
$449K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
720+ 2.56% |
$61.2K - $72.4K
|
28.8K
$2.74M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
714+ 36.41% |
$60.7K - $71.8K
|
2.68K
$254K
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
711+ 0.98% |
$60.4K - $71.5K
|
73.3K
$6.96M
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
700+ 4.37% |
$59.5K - $70.4K
|
16.7K
$1.59M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
685New |
$58.2K - $68.9K
|
685
$65.1K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
677+ 23.89% |
$57.5K - $68.1K
|
3.51K
$334K
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
663+ 1.36% |
$56.3K - $66.7K
|
49.3K
$4.68M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
620+ 12.78% |
$52.7K - $62.4K
|
5.47K
$520K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
617+ 2.12% |
$52.4K - $62.1K
|
29.7K
$2.83M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
614+ 2.42% |
$52.2K - $61.8K
|
25.9K
$2.46M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
596New |
$50.6K - $60K
|
596
$56.6K
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
583New |
$49.5K - $58.7K
|
583
$55.4K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
575+ 2.0% |
$48.8K - $57.9K
|
29.3K
$2.79M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
572+ 1.27% |
$48.6K - $57.6K
|
45.8K
$4.35M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
567+ 9.05% |
$48.2K - $57.1K
|
6.84K
$649K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
520+ 4.37% |
$44.2K - $52.3K
|
12.4K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
487+ 4.11% |
$41.4K - $49K
|
12.3K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
475+ 3.49% |
$40.4K - $47.8K
|
14.1K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
421+ 3.66% |
$35.8K - $42.4K
|
11.9K
$1.13M
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
399+ 2.05% |
$33.9K - $40.1K
|
19.9K
$1.89M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
386+ 2.44% |
$32.8K - $38.8K
|
16.2K
$1.54M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
372+ 1.35% |
$31.6K - $37.4K
|
27.8K
$2.65M
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
305+ 0.14% |
$25.9K - $30.7K
|
213K
$20.2M
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
297+ 0.67% |
$25.2K - $29.9K
|
44.8K
$4.26M
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
267+ 7.92% |
$22.7K - $26.9K
|
3.64K
$346K
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
263+ 8.6% |
$22.3K - $26.5K
|
3.32K
$316K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
247+ 4.88% |
$21K - $24.9K
|
5.31K
$505K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
240+ 49.08% |
$20.4K - $24.1K
|
729
$69.3K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
212+ 3.1% |
$18K - $21.3K
|
7.06K
$670K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
211+ 13.85% |
$17.9K - $21.2K
|
1.73K
$165K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
206New |
$17.5K - $20.7K
|
206
$19.6K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
205+ 102.5% |
$17.4K - $20.6K
|
405
$38.5K
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
178+ 5.81% |
$15.1K - $17.9K
|
3.24K
$308K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
174+ 66.16% |
$14.8K - $17.5K
|
437
$41.5K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
161+ 0.34% |
$13.7K - $16.2K
|
47.4K
$4.5M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
134+ 2.11% |
$11.4K - $13.5K
|
6.49K
$616K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
130New |
$11K - $13.1K
|
130
$12.4K
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
119New |
$10.1K - $12K
|
119
$11.3K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
114+ 0.33% |
$9.68K - $11.5K
|
34.8K
$3.3M
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
97+ 0.55% |
$8.24K - $9.76K
|
17.7K
$1.68M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 970.0% |
$8.24K - $9.76K
|
107
$10.2K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95+ 14.39% |
$8.07K - $9.56K
|
755
$71.7K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
91New |
$7.73K - $9.16K
|
91
$8.65K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82+ 0.06% |
$6.97K - $8.25K
|
145K
$13.8M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
70+ 3.05% |
$5.95K - $7.04K
|
2.36K
$225K
|