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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.05KNew |
$429K - $508K
|
5.05K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.26K+ 5.45% |
$362K - $428K
|
82.4K
$8.3M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.16K+ 1.91% |
$353K - $419K
|
222K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.05K+ 5.08% |
$344K - $408K
|
83.8K
$8.43M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.48KNew |
$211K - $249K
|
2.48K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.23K+ 13.58% |
$189K - $224K
|
18.6K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.12K+ 23.27% |
$180K - $213K
|
11.2K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.65K+ 60.28% |
$140K - $166K
|
4.37K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.63K+ 95.53% |
$138K - $164K
|
3.33K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52K+ 23.12% |
$129K - $153K
|
8.08K
$813K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.39KNew |
$118K - $140K
|
1.39K
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17K+ 17.33% |
$99K - $117K
|
7.89K
$794K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.08K+ 33.94% |
$91.9K - $109K
|
4.27K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06KNew |
$90K - $107K
|
1.06K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.01K+ 0.78% |
$85.4K - $101K
|
130K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
973+ 8.98% |
$82.7K - $97.9K
|
11.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
941New |
$79.9K - $94.7K
|
941
$94.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
812+ 53.39% |
$69K - $81.7K
|
2.33K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
779+ 32.36% |
$66.2K - $78.4K
|
3.19K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
725+ 18.1% |
$61.6K - $72.9K
|
4.73K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
700+ 4.37% |
$59.5K - $70.4K
|
16.7K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
685New |
$58.2K - $68.9K
|
685
$68.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
240+ 49.08% |
$20.4K - $24.1K
|
729
$73.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 970.0% |
$8.24K - $9.76K
|
107
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
91New |
$7.73K - $9.16K
|
91
$9.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
70+ 3.05% |
$5.95K - $7.04K
|
2.36K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63New |
$5.35K - $6.34K
|
63
$6.34K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
59+ 19.67% |
$5.01K - $5.94K
|
359
$36.1K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
51+ 1.42% |
$4.33K - $5.13K
|
3.65K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
40+ 0.83% |
$3.4K - $4.02K
|
4.87K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
28+ 1.34% |
$2.38K - $2.82K
|
2.11K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16New |
$1.36K - $1.61K
|
16
$1.61K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
6New |
$510 - $604
|
6
$604
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
142KNew |
$13.4M - $15.1M
|
142K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
63.9KNew |
$6.03M - $6.8M
|
63.9K
$6.43M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
61.2K+ 12.39% |
$5.77M - $6.51M
|
555K
$55.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
60.3KNew |
$5.69M - $6.41M
|
60.3K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
53.7KNew |
$5.07M - $5.72M
|
53.7K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
46.3KNew |
$4.37M - $4.93M
|
46.3K
$4.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$228M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.2K+ 935.95% |
$3.13M - $3.53M
|
36.7K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$1.94M - $2.19M
|
20.6K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 23.64% |
$1.87M - $2.11M
|
104K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.4KNew |
$1.64M - $1.85M
|
17.4K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16KNew |
$1.51M - $1.7M
|
16K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
13.5KNew |
$1.28M - $1.44M
|
13.5K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 24.71% |
$1.07M - $1.21M
|
57.2K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
10KNew |
$944K - $1.06M
|
10K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.81K+ 0.93% |
$643K - $725K
|
736K
$74.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.06K+ 95.03% |
$572K - $645K
|
12.4K
$1.25M
|
|