Latest Institutional Purchases of American Centy ETF Tr Avantis (AVRE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVRE) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 7.05% |
$428 - $463
|
167
$7.14K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.8K+ 120.86% |
$440K - $471K
|
19.8K
$847K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
943New |
$38.2K - $40.9K
|
943
$40.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447New |
$18.1K - $19.4K
|
447
$19.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
183New |
$7.42K - $7.95K
|
183
$7.82K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$2.84K - $3.04K
|
70
$2.99K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
37.7KNew |
$1.34M - $1.65M
|
37.7K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5.65KNew |
$200K - $247K
|
5.65K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.89K+ 514.42% |
$138K - $170K
|
4.65K
$199K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.29K+ 7.07% |
$81.2K - $99.9K
|
34.6K
$1.48M
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.7KNew |
$396K - $455K
|
10.7K
$456K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.22K+ 13.04% |
$194K - $222K
|
45.2K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.53K+ 4.23% |
$56.8K - $65.3K
|
37.7K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
237+ 3.18% |
$8.8K - $10.1K
|
7.7K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
168New |
$6.24K - $7.17K
|
168
$7.18K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.29KNew |
$50.9K - $54.2K
|
1.29K
$55.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36New |
$1.42K - $1.51K
|
36
$1.54K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.2KNew |
$1.06M - $1.25M
|
27.2K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.49KNew |
$136K - $160K
|
3.49K
$149K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
104New |
$4.06K - $4.77K
|
104
$4.44K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.44KNew |
$201K - $235K
|
5.44K
$233K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.22KNew |
$82K - $95.9K
|
2.22K
$94.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$67.5K - $78.9K
|
1.83K
$78K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
31.1K+ 415.41% |
$1.2M - $1.53M
|
38.6K
$1.65M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$7.7K - $9.83K
|
200
$8.55K
|
|