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 |
---|---|---|---|---|---|---|---|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
19+ 0.41% |
$1.14K - $1.25K
|
4.69K
$328K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16+ 14.16% |
$961 - $1.05K
|
129
$9.01K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16+ 0.21% |
$961 - $1.05K
|
7.49K
$523K
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
15+ 0.41% |
$901 - $987
|
3.7K
$258K
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2New |
$120 - $132
|
2
$140
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4K+ 683.51% |
$2.64M - $2.78M
|
49.8K
$3.48M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.7KNew |
$2.59M - $2.74M
|
42.7K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.7KNew |
$2.23M - $2.35M
|
36.7K
$2.56M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.32KNew |
$202K - $213K
|
3.32K
$232K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.4K+ 60.0% |
$146K - $154K
|
6.4K
$447K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.92KNew |
$116K - $123K
|
1.92K
$134K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.89K+ 40.91% |
$115K - $121K
|
6.52K
$456K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
994New |
$60.4K - $63.8K
|
994
$69.4K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
810New |
$49.2K - $52K
|
810
$56.6K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
803+ 1.12% |
$48.8K - $51.5K
|
72.2K
$5.05M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
470New |
$28.5K - $30.1K
|
470
$32.8K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
386New |
$23.4K - $24.8K
|
386
$27K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
232New |
$14.1K - $14.9K
|
232
$16.2K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
172+ 0.14% |
$10.4K - $11K
|
124K
$8.67M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
79New |
$4.8K - $5.07K
|
79
$5.52K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8New |
$486 - $513
|
8
$559
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.38% |
$486 - $513
|
2.14K
$149K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.1
|
6.97K
$487K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$60.7 - $64.1
|
159
$11.1K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.6K+ 3.58% |
$1.84M - $2.1M
|
945K
$66M
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
18KNew |
$1.01M - $1.15M
|
18K
$1.25M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 706.73% |
$599K - $681K
|
12.1K
$845K
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.32KNew |
$414K - $471K
|
7.32K
$512K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.93K+ 72.4% |
$335K - $381K
|
14.1K
$986K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.69KNew |
$321K - $365K
|
5.69K
$397K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.24KNew |
$183K - $208K
|
3.24K
$226K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.29KNew |
$129K - $147K
|
2.29K
$160K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.53K+ 765.0% |
$86.4K - $98.3K
|
1.73K
$121K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
823New |
$46.5K - $52.9K
|
823
$57.5K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
750New |
$42.3K - $48.2K
|
750
$52.4K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
696+ 15.8% |
$39.3K - $44.7K
|
5.1K
$356K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
491New |
$27.7K - $31.6K
|
491
$34.3K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
385New |
$21.7K - $24.7K
|
385
$26.9K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
365New |
$20.6K - $23.5K
|
365
$25.5K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
335New |
$18.9K - $21.5K
|
335
$23.4K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
242New |
$13.7K - $15.6K
|
242
$16.9K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 1.7% |
$960 - $1.09K
|
1.02K
$71K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
87.9KNew |
$4.39M - $5.1M
|
87.9K
$6.14M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
81.3K+ 52.98% |
$4.06M - $4.72M
|
235K
$16.4M
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
15.8KNew |
$789K - $917K
|
15.8K
$1.1M
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.12KNew |
$256K - $297K
|
5.12K
$357K
|
|
Feb 09, 2024
Q4 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
4.47KNew |
$223K - $259K
|
4.47K
$312K
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.08KNew |
$204K - $237K
|
4.08K
$285K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$526K - $564K
|
10.1K
$703K
|