Latest Institutional Purchases of American Centy ETF Tr Avantis (AVDE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
92.8KNew |
$5.65M - $6.19M
|
92.8K
$5.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
83.9K+ 48.6% |
$5.11M - $5.6M
|
257K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
74.5K+ 28.05% |
$4.54M - $4.97M
|
340K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
61.9K+ 36.21% |
$3.77M - $4.13M
|
233K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
59.3K+ 21.86% |
$3.61M - $3.95M
|
330K
$20.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
42.7K+ 8.19% |
$2.6M - $2.85M
|
564K
$35M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
41.6KNew |
$2.54M - $2.78M
|
41.6K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40.9K+ 6.29% |
$2.49M - $2.73M
|
690K
$42.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.2K+ 9.9% |
$2.39M - $2.62M
|
435K
$27.1M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
29.1K+ 13.31% |
$1.77M - $1.94M
|
248K
$15.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18.7K+ 12.52% |
$1.14M - $1.25M
|
168K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 7.63% |
$919K - $1.01M
|
213K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.8KNew |
$782K - $857K
|
12.8K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 4.23% |
$749K - $820K
|
303K
$18.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
12.1KNew |
$738K - $808K
|
12.1K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10.3K+ 3.4% |
$624K - $684K
|
311K
$19.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.28KNew |
$504K - $552K
|
8.28K
$515K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
7.72K+ 192.21% |
$470K - $515K
|
11.7K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.99K+ 8.66% |
$365K - $399K
|
75.1K
$4.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.27K+ 0.12% |
$321K - $351K
|
4.56M
$283M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.55KNew |
$277K - $303K
|
4.55K
$283K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.33K+ 4.62% |
$264K - $289K
|
98.2K
$6.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.57K+ 19.86% |
$217K - $238K
|
21.6K
$1.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.9K+ 5.71% |
$116K - $127K
|
35.2K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 6.42% |
$98.8K - $108K
|
26.9K
$1.67M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.32K+ 0.2% |
$80.4K - $88K
|
655K
$40.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 7.59% |
$75.5K - $82.6K
|
17.6K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.23K+ 4.88% |
$75.1K - $82.2K
|
26.5K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
849+ 0.66% |
$51.7K - $56.6K
|
130K
$8.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
571+ 7.83% |
$34.8K - $38.1K
|
7.86K
$489K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
525New |
$32K - $35K
|
525
$32.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
470+ 1.44% |
$28.6K - $31.3K
|
33.1K
$2.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
369+ 5.1% |
$22.5K - $24.6K
|
7.6K
$472K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
65+ 0.29% |
$3.96K - $4.33K
|
22.3K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49New |
$2.98K - $3.27K
|
49
$3.05K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
30+ 0.48% |
$1.83K - $2K
|
6.24K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13+ 0.25% |
$792 - $867
|
5.15K
$320K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
465K+ 18.83% |
$27.9M - $31.5M
|
2.93M
$182M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
391KNew |
$23.5M - $26.4M
|
391K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
344K+ 271.68% |
$20.7M - $23.3M
|
471K
$29.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
337K+ 1002.28% |
$20.2M - $22.8M
|
370K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
326KNew |
$19.6M - $22.1M
|
326K
$20.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 21.54% |
$14.4M - $16.3M
|
1.36M
$84.3M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
215K+ 14.44% |
$12.9M - $14.5M
|
1.7M
$106M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
199K+ 21.62% |
$12M - $13.5M
|
1.12M
$69.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
170K+ 7.37% |
$10.2M - $11.5M
|
2.48M
$154M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 35.14% |
$8.57M - $9.65M
|
548K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 19.11% |
$8.01M - $9.02M
|
831K
$51.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
121KNew |
$7.29M - $8.21M
|
121K
$7.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
117K+ 6.75% |
$7.05M - $7.94M
|
1.86M
$115M
|
|