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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
41.1K+ 66.43% |
$2.4M - $2.62M
|
103K
$7.64M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.63K+ 2.81% |
$95K - $104K
|
59.6K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
457New |
$26.6K - $29.2K
|
457
$33.9K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
117New |
$6.82K - $7.47K
|
117
$8.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
34New |
$1.98K - $2.17K
|
34
$2.52K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
29.4KNew |
$1.56M - $1.78M
|
29.4K
$2.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7.36KNew |
$390K - $446K
|
7.36K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.84KNew |
$256K - $293K
|
4.84K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.08KNew |
$216K - $247K
|
4.08K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.98K+ 48.62% |
$211K - $241K
|
12.2K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
876New |
$46.4K - $53.1K
|
876
$65K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
833+ 1.28% |
$44.1K - $50.5K
|
65.8K
$4.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
724+ 4.46% |
$38.4K - $43.9K
|
17K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
344+ 7.56% |
$18.2K - $20.9K
|
4.9K
$363K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
275New |
$14.6K - $16.7K
|
275
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
160New |
$8.48K - $9.7K
|
160
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
160New |
$8.48K - $9.7K
|
160
$11.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
134New |
$7.1K - $8.12K
|
134
$9.94K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$5.3K - $6.06K
|
100
$7.42K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
67+ 1.28% |
$3.55K - $4.06K
|
5.31K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
32New |
$1.7K - $1.94K
|
32
$2.37K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33.5K+ 5.71% |
$1.86M - $1.99M
|
619K
$46M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.7KNew |
$317K - $340K
|
5.7K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.92K+ 30.95% |
$106K - $114K
|
8.1K
$601K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
429+ 2.31% |
$23.8K - $25.6K
|
19K
$1.41M
|
|
|
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
|
|