Latest Institutional Purchases of American Centy ETF Tr Avantis (AVIG)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIG) 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 |
---|---|---|---|---|---|---|---|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.88K+ 54.11% |
$157K - $165K
|
11.1K
$451K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.83K+ 73.04% |
$155K - $163K
|
9.08K
$370K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.78K+ 4.08% |
$153K - $161K
|
96.4K
$3.93M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.78K+ 7.01% |
$153K - $160K
|
57.6K
$2.35M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.83K+ 12.58% |
$115K - $120K
|
25.3K
$1.03M
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.8K+ 5.87% |
$113K - $119K
|
50.4K
$2.06M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.62K+ 12.1% |
$106K - $111K
|
24.2K
$989K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.52K+ 2.25% |
$102K - $107K
|
115K
$4.68M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.06K+ 6.62% |
$83.3K - $87.4K
|
33.1K
$1.35M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.93K+ 3.09% |
$78K - $81.9K
|
64.3K
$2.62M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.4KNew |
$56.6K - $59.4K
|
1.4K
$57.1K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26KNew |
$50.8K - $53.4K
|
1.26K
$51.3K
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 1.13% |
$48.2K - $50.6K
|
107K
$4.37M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.15KNew |
$46.7K - $49K
|
1.15K
$47.1K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.09K+ 0.78% |
$44.1K - $46.3K
|
142K
$5.78M
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.06K+ 6.12% |
$42.9K - $45K
|
18.4K
$750K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 42.36% |
$42.5K - $44.6K
|
3.53K
$144K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
944+ 3.26% |
$38.2K - $40.1K
|
29.9K
$1.22M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
669New |
$27.1K - $28.4K
|
669
$27.3K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
643+ 14.48% |
$26K - $27.3K
|
5.08K
$207K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
604+ 10.82% |
$24.4K - $25.7K
|
6.19K
$252K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
548New |
$22.2K - $23.3K
|
548
$22.4K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
426+ 0.94% |
$17.2K - $18.1K
|
46K
$1.88M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
315New |
$12.8K - $13.4K
|
315
$12.9K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
306+ 2.48% |
$12.4K - $13K
|
12.7K
$516K
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
85+ 1.55% |
$3.44K - $3.61K
|
5.58K
$228K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
34New |
$1.38K - $1.44K
|
34
$1.39K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 0.35% |
$283 - $297
|
1.98K
$80.9K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.13% |
$40.5 - $42.5
|
48
$1.96K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
93.7KNew |
$3.79M - $4M
|
93.7K
$3.82M
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
32.7KNew |
$1.32M - $1.4M
|
32.7K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 8.44% |
$743K - $786K
|
236K
$9.64M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$499K - $527K
|
12.3K
$504K
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
7.89K+ 3.97% |
$319K - $337K
|
207K
$8.43M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.84KNew |
$317K - $335K
|
7.84K
$320K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.52KNew |
$263K - $278K
|
6.52K
$266K
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
6.41KNew |
$259K - $274K
|
6.41K
$261K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$199K - $211K
|
4.93K
$201K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.87KNew |
$197K - $208K
|
4.87K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.74KNew |
$192K - $203K
|
4.74K
$194K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.34K+ 35.13% |
$94.7K - $100K
|
9.01K
$368K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
837+ 5580.0% |
$33.8K - $35.8K
|
852
$34.8K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
466+ 6.24% |
$18.8K - $19.9K
|
7.93K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
102New |
$4.12K - $4.36K
|
102
$4.16K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
99New |
$4K - $4.23K
|
99
$4.04K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 1.16% |
$2.79K - $2.95K
|
6K
$245K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$2.3K - $2.44K
|
57
$2.33K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9New |
$364 - $385
|
9
$367
|
|
Q2 2024 | |||||||
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8.81KNew |
$352K - $363K
|
8.81K
$360K
|