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 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.47KNew |
$208K - $228K
|
3.47K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.4K+ 14.19% |
$204K - $224K
|
27.4K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.36K+ 3.05% |
$202K - $221K
|
113K
$7.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.34K+ 2.33% |
$201K - $220K
|
147K
$10.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.25KNew |
$195K - $214K
|
3.25K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3.2K+ 9.89% |
$192K - $211K
|
35.6K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.13KNew |
$188K - $206K
|
3.13K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.11KNew |
$187K - $205K
|
3.11K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 21.95% |
$171K - $188K
|
15.8K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.42K+ 1.72% |
$145K - $159K
|
143K
$9.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.37KNew |
$142K - $156K
|
2.37K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.34K+ 1.8% |
$141K - $154K
|
132K
$9.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 3.5% |
$127K - $140K
|
62.8K
$4.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.99K+ 10.07% |
$120K - $131K
|
21.8K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.98KNew |
$119K - $131K
|
1.98K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 49.59% |
$114K - $125K
|
5.72K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.86KNew |
$112K - $122K
|
1.86K
$130K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.82K+ 5.06% |
$109K - $120K
|
37.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 1.49% |
$105K - $115K
|
119K
$8.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.53K+ 7.01% |
$91.6K - $100K
|
23.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.46K+ 0.11% |
$87.7K - $96.1K
|
1.35M
$94.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 40.95% |
$85.6K - $93.8K
|
4.91K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.15K+ 9.67% |
$68.9K - $75.6K
|
13K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.13K+ 7.33% |
$67.8K - $74.3K
|
16.5K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 7.2% |
$63.1K - $69.1K
|
15.6K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
950New |
$57K - $62.5K
|
950
$66.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
911New |
$54.7K - $60K
|
911
$63.6K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
867New |
$52.1K - $57.1K
|
867
$60.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
630+ 0.47% |
$37.8K - $41.5K
|
135K
$9.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
508+ 15.08% |
$30.5K - $33.4K
|
3.88K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
472New |
$28.3K - $31.1K
|
472
$33K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
440+ 0.29% |
$26.4K - $29K
|
154K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
429+ 8.49% |
$25.8K - $28.2K
|
5.48K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
395New |
$23.7K - $26K
|
395
$27.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
330+ 6.47% |
$19.8K - $21.7K
|
5.43K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
327+ 0.35% |
$19.6K - $21.5K
|
93.8K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
308+ 1.64% |
$18.5K - $20.3K
|
19.1K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
304+ 0.18% |
$18.3K - $20K
|
170K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
279New |
$16.8K - $18.4K
|
279
$19.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
264+ 4.3% |
$15.9K - $17.4K
|
6.41K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
262New |
$15.7K - $17.2K
|
262
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
133+ 2.77% |
$7.99K - $8.76K
|
4.93K
$344K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
110+ 1.26% |
$6.61K - $7.24K
|
8.82K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
106+ 1.27% |
$6.37K - $6.98K
|
8.45K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$6.01K - $6.58K
|
100
$6.98K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
98+ 0.42% |
$5.88K - $6.45K
|
23.6K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
87+ 0.37% |
$5.22K - $5.73K
|
23.8K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
83+ 0.56% |
$4.98K - $5.46K
|
14.9K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
76+ 4.17% |
$4.56K - $5K
|
1.9K
$133K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 0.38% |
$3.24K - $3.55K
|
14.3K
$999K
|