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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 3.39% |
$210K - $230K
|
105K
$6.75M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.4KNew |
$207K - $227K
|
3.4K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.33K+ 6.03% |
$203K - $222K
|
58.6K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.12K+ 1.07% |
$190K - $208K
|
295K
$19M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82K+ 44.93% |
$172K - $188K
|
9.11K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 7.56% |
$164K - $180K
|
38.3K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.61K+ 21.08% |
$159K - $174K
|
15K
$966K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.52K+ 13.41% |
$154K - $168K
|
21.3K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 228.64% |
$123K - $134K
|
2.89K
$186K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.9K+ 5.71% |
$116K - $127K
|
35.2K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.84K+ 20.76% |
$112K - $122K
|
10.7K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.8K+ 3.37% |
$109K - $120K
|
55.1K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.73K+ 1.76% |
$105K - $115K
|
99.9K
$6.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.7KNew |
$103K - $113K
|
1.7K
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 6.42% |
$98.8K - $108K
|
26.9K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.56K+ 12.9% |
$95.1K - $104K
|
13.7K
$879K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.55K+ 22.38% |
$94.6K - $104K
|
8.49K
$547K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.32K+ 0.2% |
$80.4K - $88K
|
655K
$42.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 12.89% |
$77.5K - $84.9K
|
11.1K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 7.59% |
$75.5K - $82.6K
|
17.6K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.24K+ 3.86% |
$75.3K - $82.4K
|
33.3K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.23K+ 4.88% |
$75.1K - $82.2K
|
26.5K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 2.57% |
$75K - $82.2K
|
49.2K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.23K+ 1.29% |
$74.6K - $81.7K
|
95.8K
$6.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.16KNew |
$70.7K - $77.4K
|
1.16K
$74.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13K+ 9.44% |
$68.6K - $75.2K
|
13.1K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.1K+ 6.9% |
$67.1K - $73.4K
|
17.1K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.07K+ 3.65% |
$65.3K - $71.6K
|
30.4K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.03KNew |
$62.6K - $68.6K
|
1.03K
$66.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.02K+ 2.99% |
$62.2K - $68.2K
|
35.2K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.01K+ 1.8% |
$61.6K - $67.4K
|
57.1K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 5.47% |
$60.9K - $66.7K
|
19.3K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
891+ 8.16% |
$54.3K - $59.4K
|
11.8K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
865+ 8.24% |
$52.7K - $57.7K
|
11.4K
$731K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
849+ 0.66% |
$51.7K - $56.6K
|
130K
$8.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
791+ 1.53% |
$48.2K - $52.8K
|
52.6K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
657+ 12.43% |
$40K - $43.8K
|
5.94K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
587+ 2.2% |
$35.7K - $39.1K
|
27.2K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
571+ 7.83% |
$34.8K - $38.1K
|
7.86K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
569+ 1.18% |
$34.7K - $37.9K
|
48.7K
$3.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
525New |
$32K - $35K
|
525
$33.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
513+ 1.75% |
$31.2K - $34.2K
|
29.8K
$1.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
470+ 1.44% |
$28.6K - $31.3K
|
33.1K
$2.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
369+ 5.1% |
$22.5K - $24.6K
|
7.6K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
318+ 1.34% |
$19.4K - $21.2K
|
24.1K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
230+ 2.81% |
$14K - $15.3K
|
8.43K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
205+ 2.6% |
$12.5K - $13.7K
|
8.09K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
191+ 2.13% |
$11.6K - $12.7K
|
9.17K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
156+ 3.27% |
$9.5K - $10.4K
|
4.93K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
148New |
$9.01K - $9.87K
|
148
$9.52K
|