Latest Institutional Purchases of American Centy ETF Tr Avantis (AVEM)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) 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 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.42K+ 1479.22% |
$195K - $224K
|
3.65K
$225K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$186K - $214K
|
3.26K
$201K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.25KNew |
$186K - $213K
|
3.25K
$200K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.18KNew |
$182K - $208K
|
3.18K
$196K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$178K - $204K
|
3.11K
$192K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.94KNew |
$168K - $193K
|
2.94K
$181K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.23KNew |
$128K - $146K
|
2.23K
$138K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.16K+ 17.29% |
$123K - $141K
|
14.6K
$902K
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.76K+ 8.82% |
$101K - $116K
|
21.8K
$1.34M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.33KNew |
$75.9K - $87K
|
1.33K
$81.8K
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.27KNew |
$72.4K - $83K
|
1.27K
$78K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
628New |
$35.9K - $41.2K
|
628
$38.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
571New |
$32.7K - $37.5K
|
571
$35.2K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
430New |
$24.6K - $28.2K
|
430
$26.5K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
369New |
$21.1K - $24.2K
|
369
$22.7K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
200New |
$11.4K - $13.1K
|
200
$12.3K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
185+ 560.61% |
$10.6K - $12.1K
|
218
$13.4K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
171New |
$9.78K - $11.2K
|
171
$10.5K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.47K - $9.71K
|
148
$9.12K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$4.92K - $5.64K
|
86
$5.3K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
83New |
$4.75K - $5.44K
|
83
$5.12K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
79New |
$4.52K - $5.18K
|
79
$4.87K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
57+ 0.53% |
$3.26K - $3.74K
|
10.9K
$669K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24New |
$1.37K - $1.57K
|
24
$1.48K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.09K - $1.25K
|
19
$1.17K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
14New |
$801 - $918
|
14
$863
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$286 - $328
|
5
$308
|
|
Q2 2024 | |||||||
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
78.9KNew |
$4.45M - $4.92M
|
78.9K
$4.86M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.6KNew |
$992K - $1.1M
|
17.6K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
15.5K+ 6.87% |
$872K - $964K
|
240K
$14.8M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.9KNew |
$730K - $808K
|
12.9K
$798K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8.81K+ 2.36% |
$497K - $550K
|
382K
$23.5M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.4KNew |
$418K - $462K
|
7.4K
$456K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.46KNew |
$252K - $279K
|
4.46K
$275K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.46KNew |
$195K - $216K
|
3.46K
$213K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$75.4K - $83.5K
|
1.34K
$82.4K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 6.28% |
$39.5K - $43.7K
|
11.9K
$731K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
546New |
$30.8K - $34.1K
|
546
$33.7K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
543+ 7.9% |
$30.6K - $33.9K
|
7.41K
$457K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
519+ 54.4% |
$29.3K - $32.4K
|
1.47K
$90.8K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
477New |
$26.9K - $29.8K
|
477
$29.4K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
308New |
$17.4K - $19.2K
|
308
$19K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
293New |
$16.5K - $18.3K
|
293
$18.1K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
179New |
$10.1K - $11.2K
|
179
$11K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
149New |
$8.41K - $9.3K
|
149
$9.18K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$6.15K - $6.8K
|
109
$6.72K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
74+ 7.68% |
$4.18K - $4.62K
|
1.04K
$64K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61New |
$3.44K - $3.81K
|
61
$3.76K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
58+ 0.93% |
$3.27K - $3.62K
|
6.27K
$386K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15New |
$846 - $936
|
15
$925
|