Latest Institutional Purchases of American Centy ETF Tr Avantis (AVDV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) 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 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
50.1KNew |
$3.1M - $3.98M
|
50.1K
$4.02M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
47.1K+ 12.56% |
$2.91M - $3.73M
|
422K
$33.8M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.2K+ 10.83% |
$2.55M - $3.27M
|
422K
$33.8M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 116.82% |
$1.32M - $1.69M
|
39.6K
$3.18M
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
21.3K+ 9.49% |
$1.32M - $1.69M
|
246K
$19.7M
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15K+ 10.49% |
$929K - $1.19M
|
158K
$12.7M
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.1K+ 24.88% |
$684K - $879K
|
55.6K
$4.46M
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.6K+ 14.8% |
$531K - $682K
|
66.7K
$5.35M
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
8.56K+ 3.51% |
$528K - $679K
|
253K
$20.3M
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.15K+ 48.22% |
$318K - $408K
|
15.8K
$1.27M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.94KNew |
$305K - $392K
|
4.94K
$396K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.67K+ 2.63% |
$288K - $370K
|
182K
$14.6M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.32K+ 2.07% |
$267K - $343K
|
213K
$17.1M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.06K+ 3.67% |
$189K - $243K
|
86.5K
$6.94M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
3.01K+ 4.54% |
$186K - $239K
|
69.3K
$5.56M
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.53KNew |
$156K - $201K
|
2.53K
$203K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.42K+ 7.86% |
$149K - $192K
|
33.2K
$2.66M
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.14K+ 21.1% |
$132K - $170K
|
12.3K
$984K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.1K+ 112.06% |
$130K - $167K
|
3.97K
$319K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.99K+ 19.32% |
$123K - $157K
|
12.3K
$983K
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.58KNew |
$97.5K - $125K
|
1.58K
$127K
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.54K+ 1.88% |
$95.2K - $122K
|
83.4K
$6.69M
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.33K+ 14.84% |
$81.8K - $105K
|
10.3K
$822K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 0.97% |
$64K - $82.2K
|
108K
$8.65M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
919+ 15.06% |
$56.8K - $72.9K
|
7.02K
$563K
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
852+ 1.35% |
$52.6K - $67.6K
|
64.1K
$5.14M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
601New |
$37.1K - $47.7K
|
601
$48.2K
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
523+ 0.26% |
$32.3K - $41.5K
|
204K
$16.4M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
205+ 117.14% |
$12.7K - $16.3K
|
380
$30.5K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
186+ 2.98% |
$11.5K - $14.8K
|
6.43K
$516K
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
84+ 0.23% |
$5.19K - $6.66K
|
37.4K
$3M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.82M+ 50.16% |
$308M - $347M
|
14.4M
$1.16B
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.51M+ 979.75% |
$96M - $108M
|
1.66M
$133M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17M+ 118.11% |
$74.6M - $84.3M
|
2.16M
$173M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
859K+ 8.7% |
$54.8M - $61.8M
|
10.7M
$861M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
581KNew |
$37M - $41.8M
|
581K
$46.6M
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
544K+ 1045.7% |
$34.7M - $39.1M
|
596K
$47.8M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
465K+ 14.84% |
$29.7M - $33.5M
|
3.6M
$289M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
450K+ 120.49% |
$28.7M - $32.4M
|
824K
$66M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
385K+ 9012.79% |
$24.5M - $27.7M
|
389K
$31.2M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
301K+ 412.45% |
$19.2M - $21.7M
|
374K
$30M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
172K+ 71.89% |
$11M - $12.4M
|
412K
$33M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
154K+ 15.98% |
$9.84M - $11.1M
|
1.12M
$89.8M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
138K+ 85.29% |
$8.8M - $9.94M
|
300K
$24.1M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
134KNew |
$8.52M - $9.61M
|
134K
$10.7M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
127KNew |
$8.12M - $9.16M
|
127K
$10.2M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 193.69% |
$6.66M - $7.52M
|
158K
$12.7M
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
101K+ 6.64% |
$6.42M - $7.25M
|
1.62M
$130M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
89K+ 14.83% |
$5.67M - $6.4M
|
689K
$55.2M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 9.2% |
$5.21M - $5.89M
|
971K
$77.9M
|