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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
6.1K+ 10.31% |
$538K - $608K
|
65.3K
$6.72M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
6.07K+ 0.98% |
$536K - $606K
|
625K
$64.4M
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.07KNew |
$536K - $605K
|
6.07K
$626K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.07K+ 8.2% |
$535K - $605K
|
80.1K
$8.25M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.06K+ 3.89% |
$535K - $604K
|
162K
$16.7M
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.97K+ 1.32% |
$527K - $595K
|
457K
$47.1M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.88K+ 3.04% |
$518K - $586K
|
199K
$20.5M
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5.83K+ 2.82% |
$515K - $582K
|
213K
$21.9M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.71K+ 4.71% |
$504K - $570K
|
127K
$13.1M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
5.63K+ 5.17% |
$497K - $561K
|
114K
$11.8M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.6K+ 4.01% |
$494K - $558K
|
145K
$15M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.52K+ 5.19% |
$487K - $550K
|
112K
$11.5M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.5K+ 11.54% |
$485K - $548K
|
53.1K
$5.47M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.5KNew |
$485K - $548K
|
5.5K
$566K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.48KNew |
$484K - $546K
|
5.48K
$565K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.46K+ 5.34% |
$482K - $544K
|
108K
$11.1M
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.4K+ 28.27% |
$476K - $538K
|
24.5K
$2.52M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.32K+ 12.26% |
$470K - $531K
|
48.8K
$5.02M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.3K+ 4.7% |
$468K - $529K
|
118K
$12.2M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.3K+ 195.79% |
$467K - $528K
|
8K
$824K
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.21K+ 7.72% |
$460K - $520K
|
72.7K
$7.49M
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.2K+ 13.58% |
$459K - $519K
|
43.5K
$4.48M
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.17K+ 3.45% |
$456K - $515K
|
155K
$16M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.09K+ 57.68% |
$449K - $507K
|
13.9K
$1.43M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.08KNew |
$449K - $507K
|
5.08K
$524K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.06K+ 7.97% |
$447K - $505K
|
68.6K
$7.06M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.96KNew |
$437K - $494K
|
4.96K
$511K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.91K+ 12.31% |
$434K - $490K
|
44.8K
$4.62M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.87K+ 4.51% |
$429K - $485K
|
113K
$11.6M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.85K+ 18.3% |
$428K - $484K
|
31.4K
$3.23M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.85K+ 42.25% |
$428K - $483K
|
16.3K
$1.68M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.8K+ 140.71% |
$424K - $479K
|
8.21K
$846K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.8K+ 96.09% |
$423K - $478K
|
9.79K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.65KNew |
$410K - $464K
|
4.65K
$479K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.53KNew |
$400K - $452K
|
4.53K
$467K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.52KNew |
$399K - $450K
|
4.52K
$465K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.48K+ 197.57% |
$395K - $446K
|
6.74K
$694K
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.44K+ 13.56% |
$392K - $442K
|
37.2K
$3.83M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.38KNew |
$387K - $437K
|
4.38K
$451K
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.34K+ 9.22% |
$383K - $432K
|
51.4K
$5.29M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.33KNew |
$382K - $431K
|
4.33K
$446K
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 2.97% |
$380K - $430K
|
149K
$15.4M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.29K+ 2.92% |
$379K - $428K
|
151K
$15.6M
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.29K+ 7.05% |
$378K - $427K
|
65.1K
$6.7M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.28K+ 7.31% |
$378K - $427K
|
62.8K
$6.47M
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.2K+ 5.61% |
$371K - $419K
|
79K
$8.14M
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.15K+ 3.54% |
$366K - $413K
|
121K
$12.5M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.13K+ 3.33% |
$364K - $412K
|
128K
$13.2M
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.1K+ 7.08% |
$362K - $409K
|
62K
$6.39M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.04K+ 6.01% |
$356K - $402K
|
71.2K
$7.34M
|