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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
642+ 8.46% |
$34.4K - $37.2K
|
8.23K
$484K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
622+ 8.59% |
$33.3K - $36.1K
|
7.86K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
590+ 0.84% |
$31.6K - $34.2K
|
70.5K
$4.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
453+ 0.29% |
$24.2K - $26.3K
|
156K
$9.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
370+ 20.23% |
$19.8K - $21.4K
|
2.2K
$129K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
322+ 3.4% |
$17.2K - $18.7K
|
9.8K
$577K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
315+ 0.31% |
$16.9K - $18.3K
|
103K
$6.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
300+ 2.99% |
$16.1K - $17.4K
|
10.3K
$609K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200+ 800.0% |
$10.7K - $11.6K
|
225
$13.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
186+ 0.37% |
$9.95K - $10.8K
|
50.7K
$2.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
168New |
$8.99K - $9.74K
|
168
$9.89K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
162+ 0.86% |
$8.67K - $9.39K
|
19.1K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
142New |
$7.6K - $8.23K
|
142
$8.36K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
100+ 54.95% |
$5.35K - $5.8K
|
282
$16.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
88+ 0.97% |
$4.71K - $5.1K
|
9.11K
$536K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$2.94K - $3.19K
|
55
$3.24K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.02% |
$1.61K - $1.74K
|
135K
$7.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
15+ 0.04% |
$803 - $869
|
37K
$2.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12New |
$642 - $696
|
12
$706
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.29% |
$214 - $232
|
1.39K
$81.8K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
42.3K+ 50.37% |
$1.78M - $2.27M
|
126K
$7.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20KNew |
$840K - $1.07M
|
20K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.71KNew |
$198K - $253K
|
4.71K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.13KNew |
$174K - $221K
|
4.13K
$243K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.96KNew |
$166K - $212K
|
3.96K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.64K+ 8.48% |
$153K - $195K
|
46.5K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
3.17K+ 5.3% |
$133K - $170K
|
63K
$3.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.41K+ 30.24% |
$59.3K - $75.7K
|
6.08K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 9.0% |
$56.7K - $72.3K
|
16.3K
$962K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32K+ 82.0% |
$55.5K - $70.8K
|
2.93K
$173K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
510New |
$21.4K - $27.4K
|
510
$30K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
424New |
$17.8K - $22.7K
|
424
$25K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
80+ 1.4% |
$3.36K - $4.29K
|
5.81K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17New |
$714 - $912
|
17
$1K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9+ 1.55% |
$378 - $483
|
590
$34.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.02% |
$168 - $215
|
16.3K
$961K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3+ 0.04% |
$126 - $161
|
6.72K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.67% |
$42 - $53.6
|
61
$3.59K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 309.3% |
$860K - $935K
|
25.4K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.2KNew |
$679K - $739K
|
15.2K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$434K - $472K
|
9.71K
$572K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.86K+ 7.4% |
$173K - $188K
|
56K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
318New |
$14.2K - $15.5K
|
318
$18.7K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23.8K+ 3.08% |
$1.1M - $1.26M
|
798K
$47M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
175+ 3.64% |
$8.09K - $9.29K
|
4.99K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.45K - $2.81K
|
53
$3.12K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 83.0% |
$191K - $218K
|
9.15K
$539K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.14% |
$74.6K - $85.2K
|
16.2K
$952K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
721New |
$33.2K - $37.9K
|
721
$42.4K
|
|