Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSC)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSC) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.66K+ 10.18% |
$367K - $400K
|
82.9K
$4.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.6K+ 6.66% |
$316K - $345K
|
106K
$5.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.99K+ 44.9% |
$287K - $313K
|
19.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.12KNew |
$245K - $268K
|
5.12K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.03K+ 38.64% |
$241K - $263K
|
18K
$975K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
4.76KNew |
$228K - $249K
|
4.76K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.7K+ 2.65% |
$225K - $246K
|
182K
$9.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.01K+ 14.64% |
$144K - $157K
|
23.6K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.72K+ 19.82% |
$130K - $142K
|
16.4K
$887K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$115K - $125K
|
2.4K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21K+ 153.75% |
$106K - $116K
|
3.65K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.01K+ 9.77% |
$96.3K - $105K
|
22.6K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$65.4K - $71.4K
|
1.37K
$73.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.32K+ 12.95% |
$63.1K - $68.9K
|
11.5K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 4.37% |
$48.5K - $52.9K
|
24.2K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
938+ 2.45% |
$44.9K - $49K
|
39.3K
$2.12M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
882+ 71.01% |
$42.2K - $46.1K
|
2.12K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
365+ 1.67% |
$17.5K - $19.1K
|
22.2K
$1.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
295New |
$14.1K - $15.4K
|
295
$15.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
249New |
$11.9K - $13K
|
249
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
228+ 1.32% |
$10.9K - $11.9K
|
17.5K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
222New |
$10.6K - $11.6K
|
222
$12K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
220+ 2.24% |
$10.5K - $11.5K
|
10K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
216+ 5.25% |
$10.3K - $11.3K
|
4.33K
$234K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
154New |
$7.38K - $8.05K
|
154
$8.32K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
114New |
$5.46K - $5.96K
|
114
$6.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75New |
$3.59K - $3.92K
|
75
$4.05K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48New |
$2.3K - $2.51K
|
48
$2.59K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$2.16K - $2.35K
|
45
$2.43K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
36New |
$1.72K - $1.88K
|
36
$1.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$479 - $523
|
10
$540
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.06% |
$335 - $366
|
665
$35.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.35% |
$144 - $157
|
867
$46.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$95.8 - $105
|
9.84K
$532K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
22.3KNew |
$1.07M - $1.17M
|
22.3K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
20.3K+ 47.69% |
$971K - $1.06M
|
62.9K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$492K - $538K
|
10.3K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.7KNew |
$416K - $456K
|
8.7K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.23KNew |
$106K - $117K
|
2.23K
$120K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
468New |
$22.4K - $24.5K
|
468
$25.3K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
246New |
$11.8K - $12.9K
|
246
$13.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
139+ 1.63% |
$6.64K - $7.28K
|
8.65K
$467K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
97New |
$4.64K - $5.08K
|
97
$5.24K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
39New |
$1.86K - $2.04K
|
39
$2.11K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
458K+ 7.32% |
$18.9M - $23.8M
|
6.71M
$363M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
62.5KNew |
$2.57M - $3.25M
|
62.5K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 4055.07% |
$1.46M - $1.85M
|
36.4K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
14.6KNew |
$601K - $760K
|
14.6K
$790K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.68K+ 108.86% |
$399K - $504K
|
18.6K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.09K+ 242.07% |
$374K - $473K
|
12.8K
$694K
|
|