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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3K+ 296.67% |
$632K - $675K
|
13.8K
$883K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10K+ 3.91% |
$613K - $654K
|
266K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.91K+ 38.94% |
$606K - $647K
|
35.4K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
9.57K+ 0.55% |
$586K - $625K
|
1.74M
$111M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.06K+ 24.51% |
$554K - $591K
|
46K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.46K+ 6.1% |
$517K - $552K
|
147K
$9.39M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.64KNew |
$467K - $499K
|
7.64K
$488K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
7.6KNew |
$465K - $496K
|
7.6K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.04K+ 8.2% |
$431K - $460K
|
92.9K
$5.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7K+ 44.1% |
$428K - $457K
|
22.9K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.99K+ 42.2% |
$428K - $456K
|
23.6K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
6K+ 639.87% |
$367K - $392K
|
6.94K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.74K+ 28.19% |
$351K - $375K
|
26.1K
$1.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.74K+ 19.2% |
$351K - $375K
|
35.6K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.72KNew |
$350K - $374K
|
5.72K
$366K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.39KNew |
$330K - $352K
|
5.39K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5.06K+ 242.32% |
$310K - $330K
|
7.15K
$457K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
5.02K+ 7.56% |
$307K - $328K
|
71.5K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.89K+ 17.99% |
$299K - $319K
|
32K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.64K+ 1.14% |
$284K - $303K
|
412K
$26.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.35K+ 83.89% |
$266K - $284K
|
9.54K
$609K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.72KNew |
$228K - $243K
|
3.72K
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 0.5% |
$189K - $202K
|
627K
$40M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$175K - $186K
|
2.86K
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.6KNew |
$159K - $169K
|
2.6K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.44K+ 60.33% |
$149K - $159K
|
6.48K
$414K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.44K+ 8.71% |
$149K - $159K
|
30.4K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.35K+ 11.34% |
$144K - $153K
|
23.1K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.25K+ 24.14% |
$137K - $147K
|
11.6K
$738K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.03K+ 2.03% |
$124K - $133K
|
102K
$6.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 11.91% |
$122K - $131K
|
18.8K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.95K+ 15.94% |
$119K - $127K
|
14.2K
$905K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8KNew |
$110K - $118K
|
1.8K
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.66K+ 14.67% |
$102K - $109K
|
13K
$830K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 18.97% |
$93.5K - $99.8K
|
9.59K
$612K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.41K+ 9.44% |
$86K - $91.8K
|
16.3K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37KNew |
$83.8K - $89.4K
|
1.37K
$87.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.35K+ 14.83% |
$82.8K - $88.3K
|
10.5K
$669K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.18% |
$82.7K - $88.3K
|
116K
$7.43M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.09K+ 15.45% |
$66.7K - $71.2K
|
8.14K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.08K+ 5.37% |
$66.2K - $70.6K
|
21.2K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06K+ 8.69% |
$65.1K - $69.5K
|
13.3K
$850K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.03K+ 3.6% |
$62.7K - $66.9K
|
29.5K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 5.89% |
$62.5K - $66.7K
|
18.4K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
722New |
$44.2K - $47.1K
|
722
$46.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
649+ 15.09% |
$39.7K - $42.4K
|
4.95K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
647+ 6.46% |
$39.6K - $42.2K
|
10.7K
$681K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
641+ 12.65% |
$39.2K - $41.9K
|
5.71K
$365K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
585+ 1.23% |
$35.8K - $38.2K
|
48K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
577+ 3.34% |
$35.3K - $37.7K
|
17.8K
$1.14M
|