Latest Institutional Purchases of American Centy ETF Tr Avantis (AVUV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.7KNew |
$1.84M - $2.18M
|
21.7K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
20.5KNew |
$1.74M - $2.06M
|
20.5K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
12.4K+ 9.77% |
$1.06M - $1.25M
|
140K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
8.02K+ 5.89% |
$681K - $807K
|
144K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.69KNew |
$483K - $572K
|
5.69K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$441K - $523K
|
5.2K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.05KNew |
$429K - $508K
|
5.05K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.26K+ 5.45% |
$362K - $428K
|
82.4K
$8.05M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.48KNew |
$211K - $249K
|
2.48K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.52K+ 23.12% |
$129K - $153K
|
8.08K
$789K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.39KNew |
$118K - $140K
|
1.39K
$136K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.08K+ 33.94% |
$91.9K - $109K
|
4.27K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06KNew |
$90K - $107K
|
1.06K
$103K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
941New |
$79.9K - $94.7K
|
941
$91.8K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
725+ 18.1% |
$61.6K - $72.9K
|
4.73K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
240+ 49.08% |
$20.4K - $24.1K
|
729
$71.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
97+ 970.0% |
$8.24K - $9.76K
|
107
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
91New |
$7.73K - $9.16K
|
91
$8.88K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
70+ 3.05% |
$5.95K - $7.04K
|
2.36K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63New |
$5.35K - $6.34K
|
63
$6.15K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
51+ 1.42% |
$4.33K - $5.13K
|
3.65K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
40+ 0.83% |
$3.4K - $4.02K
|
4.87K
$475K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16New |
$1.36K - $1.61K
|
16
$1.56K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
6New |
$510 - $604
|
6
$586
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
142KNew |
$13.4M - $15.1M
|
142K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
63.9KNew |
$6.03M - $6.8M
|
63.9K
$6.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
60.3KNew |
$5.69M - $6.41M
|
60.3K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
46.3KNew |
$4.37M - $4.93M
|
46.3K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
34.8K+ 1.56% |
$3.28M - $3.7M
|
2.26M
$221M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.2K+ 935.95% |
$3.13M - $3.53M
|
36.7K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$1.94M - $2.19M
|
20.6K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.4KNew |
$1.64M - $1.85M
|
17.4K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
16KNew |
$1.51M - $1.7M
|
16K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
13.5KNew |
$1.28M - $1.44M
|
13.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
10KNew |
$944K - $1.06M
|
10K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.81K+ 0.93% |
$643K - $725K
|
736K
$71.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.06K+ 95.03% |
$572K - $645K
|
12.4K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
5.96K+ 0.77% |
$562K - $634K
|
781K
$76.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.44K+ 71.33% |
$419K - $472K
|
10.7K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.82KNew |
$361K - $407K
|
3.82K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.38K+ 69.75% |
$319K - $359K
|
8.22K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.27K+ 52.29% |
$309K - $348K
|
9.53K
$930K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.82K+ 4.36% |
$266K - $300K
|
67.4K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.63KNew |
$248K - $280K
|
2.63K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$242K - $272K
|
2.56K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.3KNew |
$217K - $245K
|
2.3K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.28KNew |
$215K - $243K
|
2.28K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.27K+ 1.6% |
$119K - $135K
|
80.3K
$7.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.1KNew |
$104K - $117K
|
1.1K
$107K
|
|