Latest Institutional Purchases of American Centy ETF Tr Avantis (AVLV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) 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 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
24.2K+ 5.94% |
$1.45M - $1.59M
|
431K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
24.1K+ 7.48% |
$1.45M - $1.58M
|
346K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.3K+ 2.23% |
$1.4M - $1.53M
|
1.07M
$74.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.1K+ 14.77% |
$1.33M - $1.46M
|
172K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
21.3K+ 49.31% |
$1.28M - $1.4M
|
64.4K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19.8K+ 95.74% |
$1.19M - $1.3M
|
40.4K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.6K+ 107.96% |
$1.12M - $1.22M
|
35.8K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
18.2K+ 2.77% |
$1.09M - $1.2M
|
676K
$47.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$1.01M - $1.11M
|
16.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.7K+ 18.05% |
$1M - $1.1M
|
109K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16K+ 3.82% |
$963K - $1.06M
|
436K
$30.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 36.48% |
$850K - $932K
|
53K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.1K+ 73.44% |
$849K - $930K
|
33.4K
$2.33M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
14K+ 13.86% |
$842K - $923K
|
115K
$8.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7K+ 71.08% |
$825K - $904K
|
33.1K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
13.5K+ 40.92% |
$812K - $890K
|
46.6K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.3K+ 59.31% |
$797K - $874K
|
35.6K
$2.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 15.7% |
$787K - $863K
|
96.6K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.1K+ 194.4% |
$784K - $859K
|
19.8K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6K+ 261.86% |
$759K - $832K
|
17.5K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 63.62% |
$752K - $824K
|
32.2K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 788.91% |
$705K - $773K
|
13.2K
$924K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$703K - $771K
|
11.7K
$818K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.69KNew |
$582K - $638K
|
9.69K
$676K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.5K+ 186.82% |
$570K - $625K
|
14.6K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.27K+ 3.7% |
$497K - $544K
|
232K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.09K+ 52.83% |
$486K - $532K
|
23.4K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.5K+ 18.7% |
$450K - $494K
|
47.6K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.48KNew |
$449K - $492K
|
7.48K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.2K+ 13.13% |
$433K - $474K
|
62.1K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.09K+ 8.43% |
$426K - $467K
|
91.2K
$6.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7K+ 45.16% |
$420K - $461K
|
22.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.96K+ 15.71% |
$418K - $458K
|
51.3K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.93KNew |
$416K - $456K
|
6.93K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
6.93K+ 3.43% |
$416K - $456K
|
209K
$14.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.48K+ 35.55% |
$389K - $427K
|
24.7K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.38K+ 46.59% |
$383K - $420K
|
20.1K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5.88K+ 36.43% |
$353K - $387K
|
22K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 7.91% |
$343K - $376K
|
77.9K
$5.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.7K+ 2.54% |
$342K - $375K
|
230K
$16.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.42K+ 27.52% |
$325K - $357K
|
25.1K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.62K+ 2.36% |
$277K - $304K
|
200K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.14KNew |
$249K - $273K
|
4.14K
$289K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.14K+ 1.43% |
$248K - $272K
|
293K
$20.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.08K+ 2.52% |
$245K - $268K
|
166K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.86K+ 2.87% |
$232K - $254K
|
138K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.66KNew |
$220K - $241K
|
3.66K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.6KNew |
$216K - $237K
|
3.6K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.59KNew |
$215K - $236K
|
3.59K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.51KNew |
$211K - $231K
|
3.51K
$245K
|