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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.26% |
$75.9 - $84.2
|
382
$36.3K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
26.4K+ 10.67% |
$1.83M - $2.05M
|
274K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.1K+ 8.46% |
$562K - $630K
|
104K
$9.87M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.33K+ 9.07% |
$439K - $492K
|
76.2K
$7.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
2.98KNew |
$207K - $232K
|
2.98K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
438New |
$30.4K - $34K
|
438
$41.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
376+ 10.15% |
$26.1K - $29.2K
|
4.08K
$388K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
43+ 537.5% |
$2.98K - $3.34K
|
51
$4.85K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
42New |
$2.91K - $3.26K
|
42
$3.99K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
609KNew |
$43M - $51.2M
|
609K
$57.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
17.3K+ 24.49% |
$1.22M - $1.46M
|
88.2K
$8.38M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11.6K+ 6.9% |
$816K - $971K
|
179K
$17M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.38K+ 7.48% |
$521K - $620K
|
106K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.31KNew |
$516K - $615K
|
7.31K
$695K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4.99K+ 3.82% |
$353K - $420K
|
136K
$12.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.15KNew |
$293K - $349K
|
4.15K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.92KNew |
$206K - $245K
|
2.92K
$277K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
1.43K+ 15.46% |
$101K - $120K
|
10.7K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.43K+ 15.46% |
$101K - $120K
|
10.7K
$1.02M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
283+ 5.66% |
$20K - $23.8K
|
5.28K
$502K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
141New |
$9.96K - $11.9K
|
141
$13.4K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134New |
$9.46K - $11.3K
|
134
$12.7K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
187KNew |
$12.8M - $15.1M
|
187K
$17.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$5.29M - $6.23M
|
77.4K
$7.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.13KNew |
$488K - $574K
|
7.13K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2K+ 95.0% |
$137K - $161K
|
4.1K
$389K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.81KNew |
$124K - $146K
|
1.81K
$172K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.45K+ 18.81% |
$99.4K - $117K
|
9.17K
$871K
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
907+ 27.18% |
$62.1K - $73K
|
4.24K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
891New |
$61K - $71.8K
|
891
$84.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
670New |
$45.8K - $54K
|
670
$63.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
553+ 8.38% |
$37.8K - $44.5K
|
7.15K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
360New |
$24.6K - $29K
|
360
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$68.4 - $80.5
|
1
$95
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
105K+ 9.97% |
$6.9M - $8.43M
|
1.16M
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
67.5K+ 45.65% |
$4.42M - $5.4M
|
215K
$20.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
29.4KNew |
$1.92M - $2.35M
|
29.4K
$2.79M
|
|
|
Feb 01, 2023
Q3 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
11KNew |
$721K - $881K
|
11K
$1.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.05K+ 175.12% |
$461K - $563K
|
11.1K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.03K+ 3.58% |
$198K - $242K
|
87.6K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.68K+ 20.41% |
$110K - $135K
|
9.93K
$944K
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
978+ 83.88% |
$64K - $78.2K
|
2.14K
$204K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
2.36K+ 13.95% |
$160K - $193K
|
19.2K
$1.83M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
83+ 79.05% |
$5.64K - $6.78K
|
188
$17.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 64.58% |
$2.11K - $2.53K
|
79
$7.51K
|
|
| Q1 2022 | |||||||
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.21KNew |
$241K - $265K
|
3.21K
$305K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.67KNew |
$201K - $221K
|
2.67K
$254K
|
|
| Q4 2021 | |||||||
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43New |
$3.23K - $3.61K
|
43
$4.09K
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
110New |
$7.83K - $8.72K
|
110
$10.5K
|
|