Latest Institutional Purchases of American Centy ETF Tr Avantis (AVIV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVIV) 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 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.08K+ 8.99% |
$128K - $140K
|
25.2K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.75K+ 13.24% |
$108K - $118K
|
14.9K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.6K+ 5.51% |
$99.2K - $108K
|
30.7K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.1K+ 26.27% |
$67.9K - $74K
|
5.28K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.03K+ 7.54% |
$63.7K - $69.5K
|
14.7K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
983+ 1.08% |
$60.8K - $66.3K
|
92.3K
$6.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
821+ 10.19% |
$50.8K - $55.4K
|
8.88K
$615K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
615+ 1.81% |
$38K - $41.5K
|
34.7K
$2.4M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 597.0% |
$36.9K - $40.3K
|
697
$48.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
559+ 8.34% |
$34.6K - $37.7K
|
7.26K
$503K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
525+ 2.61% |
$32.5K - $35.4K
|
20.6K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 979.25% |
$32.1K - $35K
|
572
$39.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
345+ 0.3% |
$21.3K - $23.3K
|
115K
$7.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242+ 4.64% |
$15K - $16.3K
|
5.46K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
194+ 5.76% |
$12K - $13.1K
|
3.56K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
168New |
$10.4K - $11.3K
|
168
$11.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
125+ 1.57% |
$7.73K - $8.43K
|
8.1K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
123New |
$7.61K - $8.3K
|
123
$8.52K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
100+ 2.15% |
$6.18K - $6.74K
|
4.74K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90New |
$5.56K - $6.07K
|
90
$6.23K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
90+ 1.29% |
$5.56K - $6.07K
|
7.07K
$490K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
67+ 1.64% |
$4.14K - $4.52K
|
4.15K
$287K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 0.25% |
$3.28K - $3.57K
|
21K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 0.33% |
$3.09K - $3.37K
|
15.3K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19+ 0.23% |
$1.17K - $1.28K
|
8.2K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.2% |
$556 - $607
|
4.43K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.02% |
$433 - $472
|
33.9K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$61.8 - $67.4
|
5.07K
$351K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.74KNew |
$489K - $612K
|
9.74K
$674K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
8.96KNew |
$451K - $563K
|
8.96K
$621K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.65KNew |
$284K - $355K
|
5.65K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.74KNew |
$188K - $235K
|
3.74K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.67KNew |
$185K - $231K
|
3.67K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.89KNew |
$95K - $119K
|
1.89K
$131K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
940+ 1.98% |
$47.3K - $59.1K
|
48.3K
$3.35M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
741New |
$37.3K - $46.6K
|
741
$51.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
287+ 1.83% |
$14.4K - $18K
|
15.9K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
281+ 104.07% |
$14.1K - $17.7K
|
551
$38.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
246+ 1.81% |
$12.4K - $15.5K
|
13.8K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
173+ 1.61% |
$8.7K - $10.9K
|
10.9K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39+ 0.59% |
$1.96K - $2.45K
|
6.67K
$462K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.51K - $1.89K
|
30
$2.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.9KNew |
$1.08M - $1.22M
|
20.9K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.79KNew |
$247K - $280K
|
4.79K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
239+ 177.04% |
$12.3K - $14K
|
374
$25.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$515 - $585
|
10
$692
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$206 - $234
|
5.9K
$409K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
14.9KNew |
$763K - $832K
|
14.9K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$652K - $710K
|
12.7K
$881K
|
|