Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSF)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSF) 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 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15.2KNew |
$692K - $701K
|
15.2K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.7KNew |
$304K - $308K
|
6.7K
$310K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.15KNew |
$234K - $237K
|
5.15K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338New |
$15.4K - $15.5K
|
338
$15.6K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 155.46% |
$55.4K - $56.2K
|
1.99K
$92K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27KNew |
$1.23M - $1.25M
|
27K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.5KNew |
$1.2M - $1.23M
|
26.5K
$1.22M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
621KNew |
$28M - $28.7M
|
621K
$28.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.73KNew |
$304K - $311K
|
6.73K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$45.2K - $46.2K
|
1K
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8New |
$361 - $370
|
8
$370
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
22.2K+ 138.68% |
$1.01M - $1.05M
|
38.3K
$1.77M
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
5.79KNew |
$267K - $275K
|
5.79K
$268K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.5KNew |
$207K - $214K
|
4.5K
$208K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.3KNew |
$311K - $315K
|
6.3K
$291K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250New |
$12.3K - $12.5K
|
250
$11.6K
|
|