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, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28KNew |
$2.38M - $2.62M
|
28K
$2.48M
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
24.5KNew |
$2.08M - $2.3M
|
24.5K
$2.17M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
17.7K+ 71.82% |
$1.5M - $1.65M
|
42.2K
$3.74M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.17KNew |
$778K - $859K
|
9.17K
$811K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.89KNew |
$415K - $459K
|
4.89K
$433K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.85K+ 16.92% |
$412K - $455K
|
33.5K
$2.97M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.77KNew |
$320K - $353K
|
3.77K
$334K
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.15KNew |
$267K - $295K
|
3.15K
$279K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.86K+ 107.85% |
$243K - $268K
|
5.51K
$487K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.59K+ 18.15% |
$220K - $243K
|
16.9K
$1.49M
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.41KNew |
$204K - $226K
|
2.41K
$213K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.4KNew |
$204K - $225K
|
2.4K
$212K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.33KNew |
$198K - $218K
|
2.33K
$206K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.87K+ 11.86% |
$159K - $175K
|
17.7K
$1.56M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$138K - $152K
|
1.63K
$144K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.2K+ 0.27% |
$102K - $113K
|
449K
$39.8M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
611+ 611.0% |
$51.9K - $57.3K
|
711
$62.9K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
537New |
$45.6K - $50.3K
|
537
$47.5K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
482+ 2.04% |
$40.9K - $45.2K
|
24.1K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
347New |
$29.4K - $32.5K
|
347
$30.7K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
103+ 0.62% |
$8.74K - $9.65K
|
16.6K
$1.47M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
60New |
$5.09K - $5.62K
|
60
$5.31K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 0.23% |
$4.67K - $5.15K
|
23.9K
$2.12M
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10New |
$849 - $937
|
10
$885
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 45.45% |
$849 - $937
|
32
$2.83K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$170 - $187
|
2
$177
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
168KNew |
$12.3M - $15.3M
|
168K
$14.9M
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35.3KNew |
$2.59M - $3.22M
|
35.3K
$3.12M
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
31.4KNew |
$2.31M - $2.87M
|
31.4K
$2.78M
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.7KNew |
$1.89M - $2.35M
|
25.7K
$2.27M
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.58KNew |
$556K - $692K
|
7.58K
$671K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.63KNew |
$486K - $605K
|
6.63K
$586K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.61KNew |
$485K - $603K
|
6.61K
$584K
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
6.15KNew |
$451K - $561K
|
6.15K
$544K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
3.58K+ 22400.0% |
$263K - $327K
|
3.6K
$318K
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.52KNew |
$185K - $230K
|
2.52K
$223K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $229K
|
2.51K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$174K - $216K
|
2.37K
$209K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.17KNew |
$159K - $198K
|
2.17K
$192K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.34% |
$88.3K - $110K
|
90.7K
$8.03M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400+ 2.28% |
$29.4K - $36.5K
|
17.9K
$1.59M
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
199New |
$14.6K - $18.2K
|
199
$17.6K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
99New |
$7.26K - $9.03K
|
99
$8.76K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$1.76K - $2.19K
|
24
$2.12K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
14.5K+ 5.48% |
$1.1M - $1.22M
|
278K
$24.6M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.9K+ 5.06% |
$903K - $1M
|
247K
$21.8M
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
2.97KNew |
$226K - $250K
|
2.97K
$263K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.02K+ 5.07% |
$153K - $170K
|
41.8K
$3.7M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.24K+ 46.12% |
$93.7K - $104K
|
3.91K
$346K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.06K+ 26.86% |
$80.7K - $89.5K
|
5.02K
$444K
|