Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSU)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSU) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.5K+ 92.86% |
$2.92M - $3.16M
|
94.4K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17.5K+ 58.71% |
$1.13M - $1.22M
|
47.3K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
16.6KNew |
$1.07M - $1.15M
|
16.6K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.5KNew |
$934K - $1.01M
|
14.5K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$786K - $851K
|
12.2K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10.3K+ 41.5% |
$660K - $714K
|
35K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
8.96KNew |
$576K - $623K
|
8.96K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.92K+ 2.87% |
$574K - $621K
|
319K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.78K+ 54.12% |
$307K - $332K
|
13.6K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.58K+ 7.69% |
$294K - $318K
|
64.1K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 4.07% |
$251K - $272K
|
100K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.44K+ 37.61% |
$221K - $239K
|
12.6K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.15KNew |
$203K - $219K
|
3.15K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.89K+ 1.81% |
$186K - $201K
|
163K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.38K+ 41.03% |
$153K - $165K
|
8.17K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.15KNew |
$138K - $149K
|
2.15K
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.12KNew |
$136K - $147K
|
2.12K
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.05K+ 59.01% |
$132K - $143K
|
5.52K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 19.32% |
$120K - $130K
|
11.6K
$778K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 19.32% |
$120K - $130K
|
11.6K
$778K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.54KNew |
$99K - $107K
|
1.54K
$104K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 147.8% |
$82.1K - $88.9K
|
2.14K
$144K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
935+ 27.58% |
$60.1K - $65.1K
|
4.33K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
931+ 7.98% |
$59.9K - $64.8K
|
12.6K
$848K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
756+ 7.57% |
$48.6K - $52.6K
|
10.7K
$723K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
680+ 0.58% |
$43.7K - $47.3K
|
117K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
586+ 2.51% |
$37.7K - $40.8K
|
23.9K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
473+ 4.72% |
$30.4K - $32.9K
|
10.5K
$706K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 6.77% |
$19.3K - $20.9K
|
4.73K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26+ 7.26% |
$1.67K - $1.81K
|
384
$25.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
10+ 0.19% |
$643 - $696
|
5.19K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6+ 0.13% |
$386 - $418
|
4.7K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9.6KNew |
$566K - $627K
|
9.6K
$646K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.56% |
$1.95K - $2.15K
|
5.9K
$397K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.41% |
$236 - $261
|
975
$65.6K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.6KNew |
$551K - $598K
|
9.6K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.63KNew |
$495K - $537K
|
8.63K
$581K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
934New |
$44.1K - $52.7K
|
934
$62.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
56+ 4.11% |
$2.64K - $3.16K
|
1.42K
$95.5K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.29M - $1.41M
|
27.3K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.24KNew |
$388K - $425K
|
8.24K
$555K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.8K+ 86.71% |
$226K - $248K
|
10.3K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 1.44% |
$105K - $115K
|
156K
$10.5M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
606KNew |
$25.8M - $29.7M
|
606K
$40.8M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
32.9KNew |
$1.4M - $1.61M
|
32.9K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.25KNew |
$224K - $257K
|
5.25K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48KNew |
$63.2K - $72.5K
|
1.48K
$99.8K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24KNew |
$1.02M - $1.22M
|
24K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27K+ 13.23% |
$53.7K - $64.5K
|
10.8K
$729K
|
|