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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.6KNew |
$338K - $369K
|
6.6K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.34KNew |
$171K - $186K
|
3.34K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.46KNew |
$75K - $81.7K
|
1.46K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.32K+ 8.58% |
$67.5K - $73.6K
|
16.7K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.23K - $1.34K
|
5.32K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.2 - $55.8
|
13K
$898K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.9KNew |
$4.98M - $5.58M
|
98.9K
$6.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.75KNew |
$88.1K - $98.8K
|
1.75K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.82% |
$1.16K - $1.3K
|
2.82K
$195K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53.1KNew |
$2.78M - $2.94M
|
53.1K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16KNew |
$834K - $884K
|
16K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 48.19% |
$411K - $435K
|
24.2K
$1.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.23K+ 93.58% |
$117K - $123K
|
4.61K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
500+ 12.2% |
$26.1K - $27.7K
|
4.6K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
288+ 0.38% |
$15.1K - $15.9K
|
76.7K
$5.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
255New |
$13.3K - $14.1K
|
255
$17.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.2K+ 168.94% |
$2.18M - $2.39M
|
70.3K
$4.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
21.7KNew |
$1.07M - $1.18M
|
21.7K
$1.51M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.2KNew |
$59.4K - $65K
|
1.2K
$83.2K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
277+ 144.27% |
$13.7K - $15K
|
469
$32.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
173New |
$8.55K - $9.36K
|
173
$12K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.95KNew |
$410K - $462K
|
8.95K
$619K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
468+ 7.6% |
$21.4K - $24.2K
|
6.63K
$459K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
201New |
$9.21K - $10.4K
|
201
$13.9K
|
|
|
Jul 15, 2025
Q4 2023
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
54+ 1.18% |
$2.47K - $2.79K
|
4.63K
$321K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9KNew |
$706K - $757K
|
14.9K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
370New |
$17.5K - $18.8K
|
370
$25.6K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
56.7KNew |
$2.65M - $2.85M
|
56.7K
$3.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.8KNew |
$1.86M - $2M
|
39.8K
$2.75M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12K+ 47.33% |
$541K - $599K
|
37.4K
$2.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$335K - $371K
|
7.45K
$516K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14.6KNew |
$558K - $679K
|
14.6K
$1.01M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
929New |
$35.5K - $43.2K
|
929
$64.3K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.82KNew |
$295K - $351K
|
7.82K
$541K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.22KNew |
$83.7K - $99.5K
|
2.22K
$154K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.73KNew |
$310K - $358K
|
6.73K
$466K
|
|