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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
340New |
$18.9K - $20.3K
|
340
$25.2K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
26.7K+ 15.78% |
$1.48M - $1.58M
|
196K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
146New |
$8.13K - $8.65K
|
146
$10.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
138+ 460.0% |
$7.68K - $8.17K
|
168
$12.5K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
130+ 0.15% |
$7.24K - $7.7K
|
89.5K
$6.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
57New |
$3.17K - $3.38K
|
57
$4.23K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.7KNew |
$1.21M - $1.33M
|
22.7K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$866K - $947K
|
16.2K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.7KNew |
$411K - $450K
|
7.7K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3.8KNew |
$203K - $222K
|
3.8K
$282K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.72KNew |
$199K - $217K
|
3.72K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.42KNew |
$76K - $83.1K
|
1.42K
$106K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
69.6KNew |
$3.17M - $3.83M
|
69.6K
$5.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
20.3KNew |
$926K - $1.12M
|
20.3K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.7KNew |
$667K - $805K
|
14.7K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.37KNew |
$199K - $240K
|
4.37K
$324K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.18K+ 10.08% |
$99.2K - $120K
|
23.8K
$1.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
25New |
$1.14K - $1.37K
|
25
$1.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7New |
$319 - $385
|
7
$519
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
305K+ 20.26% |
$13.8M - $16.6M
|
1.81M
$134M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
29.1K+ 11.83% |
$1.32M - $1.59M
|
275K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
20.3KNew |
$921K - $1.11M
|
20.3K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
19K+ 165.74% |
$861K - $1.04M
|
30.4K
$2.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
6.25K+ 4.15% |
$283K - $341K
|
157K
$11.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.67KNew |
$257K - $310K
|
5.67K
$421K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
9.22KNew |
$466K - $563K
|
9.22K
$684K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.29K+ 18.01% |
$166K - $201K
|
21.5K
$1.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.12KNew |
$158K - $190K
|
3.12K
$231K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
970New |
$49.1K - $59.2K
|
970
$72K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
42+ 0.21% |
$2.13K - $2.57K
|
20.3K
$1.51M
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.6KNew |
$584K - $681K
|
10.6K
$783K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
389New |
$21.5K - $25.1K
|
389
$28.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
72New |
$3.98K - $4.65K
|
72
$5.34K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
17New |
$940 - $1.1K
|
17
$1.26K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
58New |
$3.53K - $3.81K
|
58
$4.3K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$127K - $138K
|
2.25K
$167K
|
|