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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
879+ 6.37% |
$45K - $49.1K
|
14.7K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
535+ 39.63% |
$27.4K - $29.9K
|
1.89K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 9.45% |
$20.5K - $22.3K
|
4.63K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
211+ 1.06% |
$10.8K - $11.8K
|
20.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
192+ 1.24% |
$9.84K - $10.7K
|
15.7K
$874K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
171+ 2.75% |
$8.76K - $9.54K
|
6.39K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
169+ 1.26% |
$8.66K - $9.43K
|
13.6K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165+ 1.89% |
$8.45K - $9.21K
|
8.91K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
117+ 1.06% |
$6K - $6.53K
|
11.2K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
72+ 0.61% |
$3.69K - $4.02K
|
11.9K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
66+ 95.65% |
$3.38K - $3.68K
|
135
$7.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
56New |
$2.87K - $3.13K
|
56
$3.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
30New |
$1.54K - $1.67K
|
30
$1.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
26+ 0.39% |
$1.33K - $1.45K
|
6.63K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.23K - $1.34K
|
5.32K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.2 - $55.8
|
13K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.2KNew |
$2.23M - $2.5M
|
44.2K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.73KNew |
$238K - $267K
|
4.73K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.73KNew |
$188K - $210K
|
3.73K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.71KNew |
$187K - $209K
|
3.71K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.75KNew |
$88.1K - $98.8K
|
1.75K
$97.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227New |
$11.4K - $12.8K
|
227
$12.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
89+ 8.26% |
$4.48K - $5.02K
|
1.17K
$65.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.82% |
$1.16K - $1.3K
|
2.82K
$157K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53.1KNew |
$2.78M - $2.94M
|
53.1K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.8K+ 239.34% |
$2.6M - $2.76M
|
70.7K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16KNew |
$834K - $884K
|
16K
$891K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 48.19% |
$411K - $435K
|
24.2K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.27KNew |
$223K - $236K
|
4.27K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.23K+ 93.58% |
$117K - $123K
|
4.61K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
500+ 12.2% |
$26.1K - $27.7K
|
4.6K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
288+ 0.38% |
$15.1K - $15.9K
|
76.7K
$4.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
255New |
$13.3K - $14.1K
|
255
$14.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 10.0% |
$52.3 - $55.4
|
11
$614
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2K+ 168.94% |
$2.18M - $2.39M
|
70.3K
$3.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
21.7KNew |
$1.07M - $1.18M
|
21.7K
$1.21M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.2KNew |
$59.4K - $65K
|
1.2K
$67.1K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
277+ 144.27% |
$13.7K - $15K
|
469
$26.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
173New |
$8.55K - $9.36K
|
173
$9.65K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.95KNew |
$410K - $462K
|
8.95K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
928New |
$42.5K - $47.9K
|
928
$51.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
468+ 7.6% |
$21.4K - $24.2K
|
6.63K
$370K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
201New |
$9.21K - $10.4K
|
201
$11.2K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$706K - $757K
|
14.9K
$831K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
8.57K+ 22.06% |
$406K - $435K
|
47.4K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
701New |
$33.2K - $35.6K
|
701
$39.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
370New |
$17.5K - $18.8K
|
370
$20.6K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
56.7KNew |
$2.65M - $2.85M
|
56.7K
$3.16M
|
|