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 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
63+ 0.35% |
$5.35K - $6.34K
|
17.9K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63New |
$5.35K - $6.34K
|
63
$5.99K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
59+ 19.67% |
$5.01K - $5.94K
|
359
$34.1K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
58+ 0.46% |
$4.93K - $5.84K
|
12.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
51+ 1.42% |
$4.33K - $5.13K
|
3.65K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
49+ 0.35% |
$4.16K - $4.93K
|
14K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43+ 4300.0% |
$3.65K - $4.33K
|
44
$4.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
43+ 1.5% |
$3.65K - $4.33K
|
2.9K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
40New |
$3.4K - $4.02K
|
40
$3.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
40+ 0.83% |
$3.4K - $4.02K
|
4.87K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
28+ 1.34% |
$2.38K - $2.82K
|
2.11K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
26+ 0.38% |
$2.21K - $2.62K
|
6.89K
$655K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
24+ 0.29% |
$2.04K - $2.41K
|
8.21K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23+ 0.31% |
$1.95K - $2.31K
|
7.43K
$705K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.37% |
$1.87K - $2.21K
|
5.92K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
18+ 0.37% |
$1.53K - $1.81K
|
4.84K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16New |
$1.36K - $1.61K
|
16
$1.52K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 0.37% |
$1.19K - $1.41K
|
3.78K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
10+ 0.23% |
$850 - $1.01K
|
4.38K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$765 - $906
|
9
$855
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
6New |
$510 - $604
|
6
$570
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.22% |
$340 - $402
|
1.83K
$174K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.33% |
$85 - $101
|
301
$28.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$85 - $101
|
210
$20K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
142KNew |
$13.4M - $15.1M
|
142K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
63.9KNew |
$6.03M - $6.8M
|
63.9K
$6.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
60.3KNew |
$5.69M - $6.41M
|
60.3K
$5.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
53.7KNew |
$5.07M - $5.72M
|
53.7K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
46.3KNew |
$4.37M - $4.93M
|
46.3K
$4.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$215M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.2K+ 935.95% |
$3.13M - $3.53M
|
36.7K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$1.94M - $2.19M
|
20.6K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 23.64% |
$1.87M - $2.11M
|
104K
$9.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.4KNew |
$1.64M - $1.85M
|
17.4K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16KNew |
$1.51M - $1.7M
|
16K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
13.5KNew |
$1.28M - $1.44M
|
13.5K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12.2K+ 37.79% |
$1.15M - $1.3M
|
44.5K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 24.71% |
$1.07M - $1.21M
|
57.2K
$5.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
10KNew |
$944K - $1.06M
|
10K
$950K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.59KNew |
$716K - $807K
|
7.59K
$721K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.13KNew |
$673K - $759K
|
7.13K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.81K+ 0.93% |
$643K - $725K
|
736K
$70M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.06K+ 95.03% |
$572K - $645K
|
12.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
5.96K+ 0.77% |
$562K - $634K
|
781K
$74.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.36K+ 13.39% |
$505K - $570K
|
45.3K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.44K+ 71.33% |
$419K - $472K
|
10.7K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.82KNew |
$361K - $407K
|
3.82K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.68KNew |
$347K - $391K
|
3.68K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.38K+ 69.75% |
$319K - $359K
|
8.22K
$781K
|
|