Latest Institutional Purchases of American Centy ETF Tr Avantis (AVES)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVES) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.45K - $2.81K
|
53
$2.48K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.77% |
$970 - $1.11K
|
1.21K
$56.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.06% |
$416 - $478
|
16.3K
$764K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 3.45% |
$92.4 - $106
|
60
$2.81K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.6K+ 199.31% |
$4.35M - $4.97M
|
142K
$6.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36K+ 19.51% |
$1.66M - $1.89M
|
221K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33KNew |
$1.52M - $1.73M
|
33K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14K+ 1.85% |
$645K - $737K
|
774K
$36.2M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.93K+ 10.73% |
$365K - $417K
|
81.8K
$3.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.78K+ 13.99% |
$266K - $304K
|
47.1K
$2.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.64KNew |
$213K - $244K
|
4.64K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.43KNew |
$204K - $233K
|
4.43K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 83.0% |
$191K - $218K
|
9.15K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3K+ 23.0% |
$138K - $158K
|
16K
$750K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.14% |
$74.6K - $85.2K
|
16.2K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
847+ 15.58% |
$39K - $44.5K
|
6.29K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
721New |
$33.2K - $37.9K
|
721
$33.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
304+ 2.98% |
$14K - $16K
|
10.5K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
183+ 3.89% |
$8.42K - $9.62K
|
4.89K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
103New |
$4.74K - $5.41K
|
103
$4.82K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
73+ 27.44% |
$3.36K - $3.84K
|
339
$15.9K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25New |
$1.15K - $1.31K
|
25
$1.17K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21New |
$966 - $1.1K
|
21
$982
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.06% |
$414 - $473
|
15.9K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7+ 4.24% |
$322 - $368
|
172
$8.04K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16KNew |
$741K - $812K
|
16K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36KNew |
$201K - $221K
|
4.36K
$204K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 175.35% |
$57.2K - $62.7K
|
1.94K
$90.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
575New |
$26.6K - $29.1K
|
575
$26.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48+ 0.26% |
$2.22K - $2.43K
|
18.6K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.22% |
$185 - $202
|
1.85K
$86.7K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
234KNew |
$10.1M - $11.2M
|
234K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63KNew |
$70.5K - $77.7K
|
1.63K
$76.1K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
689New |
$29.9K - $32.9K
|
689
$32.2K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
361New |
$15.6K - $17.2K
|
361
$16.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1K+ 262.54% |
$670K - $743K
|
22.2K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.45KNew |
$186K - $206K
|
4.45K
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
900New |
$37.5K - $41.6K
|
900
$42.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
341New |
$14.2K - $15.8K
|
341
$15.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
98+ 10.54% |
$4.09K - $4.53K
|
1.03K
$48.1K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2New |
$83.4 - $92.5
|
2
$93.5
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
2.22K+ 3.53% |
$95.2K - $103K
|
65K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53KNew |
$65.7K - $71.1K
|
1.53K
$71.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
220+ 8.8% |
$9.45K - $10.2K
|
2.72K
$127K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.34K+ 60.02% |
$140K - $151K
|
8.91K
$417K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
21.9K+ 26.34% |
$895K - $991K
|
105K
$4.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$205K - $227K
|
5.01K
$234K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.98K+ 11.8% |
$204K - $226K
|
47.2K
$2.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56KNew |
$63.8K - $70.6K
|
1.56K
$72.9K
|
|