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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.31M+ 51055.44% |
$144M - $164M
|
2.32M
$158M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
936K+ 11.72% |
$58.5M - $66.6M
|
8.92M
$610M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
377K+ 6.33% |
$23.6M - $26.8M
|
6.34M
$434M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
145KNew |
$9.09M - $10.3M
|
145K
$9.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 13.13% |
$7.49M - $8.52M
|
1.03M
$70.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
119K+ 9.57% |
$7.46M - $8.49M
|
1.37M
$93.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107K+ 171.85% |
$6.71M - $7.63M
|
170K
$11.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
62K+ 16.12% |
$3.88M - $4.41M
|
447K
$30.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.8K+ 171.25% |
$3.87M - $4.4M
|
97.9K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
58KNew |
$3.63M - $4.13M
|
58K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
57.5KNew |
$3.59M - $4.09M
|
57.5K
$3.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
57.4K+ 838.03% |
$3.59M - $4.08M
|
64.2K
$4.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.1K+ 16.53% |
$2.7M - $3.07M
|
304K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.3K+ 27.32% |
$1.7M - $1.94M
|
127K
$8.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26.7K+ 7.45% |
$1.67M - $1.9M
|
385K
$26.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
24.2K+ 7.57% |
$1.51M - $1.72M
|
344K
$23.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
24.2KNew |
$1.51M - $1.72M
|
24.2K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21.3K+ 3.48% |
$1.33M - $1.51M
|
633K
$43.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20.4K+ 12.34% |
$1.27M - $1.45M
|
185K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
19.8K+ 4.4% |
$1.24M - $1.41M
|
470K
$32.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
18.6K+ 20.82% |
$1.16M - $1.32M
|
108K
$7.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
16.7K+ 8.29% |
$1.04M - $1.19M
|
218K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.9K+ 0.97% |
$993K - $1.13M
|
1.65M
$113M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
15K+ 2.71% |
$938K - $1.07M
|
568K
$38.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14.9K+ 9.37% |
$933K - $1.06M
|
174K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
14.1K+ 19.59% |
$883K - $1M
|
86.3K
$5.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 78.21% |
$862K - $980K
|
31.4K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.9KNew |
$805K - $916K
|
12.9K
$880K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
12.7K+ 2.87% |
$794K - $903K
|
454K
$31.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12.6K+ 15.7% |
$785K - $893K
|
92.6K
$6.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.3K+ 7.19% |
$768K - $874K
|
183K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
12.1K+ 11.65% |
$756K - $860K
|
116K
$7.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.7K+ 1.78% |
$729K - $830K
|
668K
$45.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.6K+ 4.32% |
$728K - $828K
|
281K
$19.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.4KNew |
$711K - $809K
|
11.4K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 3.97% |
$707K - $805K
|
296K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11K+ 225.24% |
$686K - $781K
|
15.9K
$1.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9.66K+ 2.38% |
$604K - $687K
|
415K
$28.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.49KNew |
$593K - $675K
|
9.49K
$649K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.65KNew |
$541K - $615K
|
8.65K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.23K+ 14.44% |
$514K - $585K
|
65.2K
$4.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.41K+ 10.37% |
$464K - $527K
|
78.9K
$5.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
7.09K+ 10.84% |
$443K - $504K
|
72.5K
$4.96M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.34K+ 13.04% |
$397K - $451K
|
55K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.01K+ 179.55% |
$375K - $427K
|
9.35K
$640K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.96K+ 61.9% |
$372K - $424K
|
15.6K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.91KNew |
$369K - $420K
|
5.91K
$404K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.86K+ 19.36% |
$367K - $417K
|
36.1K
$2.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5.6K+ 28.08% |
$350K - $398K
|
25.5K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.32K+ 29.16% |
$333K - $379K
|
23.6K
$1.61M
|