Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSE) 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 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
35.6K+ 43.19% |
$2.08M - $2.28M
|
118K
$7.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.4KNew |
$1.6M - $1.75M
|
27.4K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 30.92% |
$975K - $1.07M
|
70.7K
$4.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.83KNew |
$457K - $502K
|
7.83K
$513K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.84KNew |
$400K - $438K
|
6.84K
$448K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.84KNew |
$399K - $438K
|
6.84K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.56K+ 34.33% |
$208K - $228K
|
13.9K
$913K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.5K+ 12.2% |
$146K - $160K
|
23K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.42K+ 6.01% |
$141K - $155K
|
42.7K
$2.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.35K+ 907.38% |
$79K - $86.6K
|
1.5K
$98.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.26K+ 4.02% |
$73.7K - $80.9K
|
32.7K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
933New |
$54.5K - $59.8K
|
933
$61.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
724+ 0.53% |
$42.3K - $46.4K
|
137K
$9M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
712+ 4.89% |
$41.6K - $45.6K
|
15.3K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
494New |
$28.8K - $31.7K
|
494
$32.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
274+ 3.7% |
$16K - $17.6K
|
7.68K
$503K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
256+ 3.84% |
$15K - $16.4K
|
6.93K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238+ 2.28% |
$13.9K - $15.2K
|
10.7K
$698K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
232+ 6.72% |
$13.5K - $14.9K
|
3.69K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
121+ 2.88% |
$7.07K - $7.75K
|
4.33K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
67+ 0.89% |
$3.91K - $4.29K
|
7.61K
$498K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
55+ 4.8% |
$3.21K - $3.52K
|
1.2K
$78.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$584 - $641
|
10
$655
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 1.0% |
$292 - $320
|
504
$33K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 15.38% |
$117 - $128
|
15
$982
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$58.4 - $64.1
|
2.49K
$163K
|
|
| Q2 2025 | |||||||
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
412KNew |
$18.8M - $24.1M
|
412K
$27M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.43KNew |
$384K - $494K
|
8.43K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.87K+ 36.36% |
$85.2K - $110K
|
7.01K
$459K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.37KNew |
$62.2K - $80K
|
1.37K
$89.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28+ 0.62% |
$1.28K - $1.64K
|
4.51K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$410 - $528
|
5.61K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 1.16% |
$228 - $293
|
437
$28.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
224KNew |
$10.9M - $11.9M
|
224K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.2KNew |
$3.27M - $3.58M
|
67.2K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
288+ 45.43% |
$14K - $15.4K
|
922
$60.4K
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49New |
$2.39K - $2.62K
|
49
$3.21K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
691+ 5.19% |
$34.9K - $39.1K
|
14K
$917K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.84KNew |
$482K - $553K
|
9.84K
$644K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700New |
$34.2K - $39.3K
|
700
$45.8K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.83K+ 2769.61% |
$123K - $136K
|
2.93K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
457+ 319.58% |
$19.8K - $22K
|
600
$39.3K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122KNew |
$4.58M - $5.37M
|
122K
$7.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.76KNew |
$217K - $254K
|
5.76K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
880New |
$33.1K - $38.8K
|
880
$57.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
136+ 1.28% |
$5.27K - $6.1K
|
10.7K
$702K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11KNew |
$478K - $563K
|
11K
$720K
|
|