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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
661+ 18.64% |
$42.1K - $47.6K
|
4.21K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
654+ 14.45% |
$41.7K - $47.1K
|
5.18K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
647+ 3.67% |
$41.2K - $46.6K
|
18.3K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
621+ 2.6% |
$39.6K - $44.7K
|
24.5K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
588New |
$37.5K - $42.3K
|
588
$42.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
493+ 379.23% |
$31.4K - $35.5K
|
623
$45.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
471+ 0.86% |
$30K - $33.9K
|
55K
$3.99M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
451+ 5.55% |
$28.7K - $32.5K
|
8.58K
$622K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
450+ 2.44% |
$28.7K - $32.4K
|
18.9K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
405+ 3.15% |
$25.8K - $29.1K
|
13.3K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
393+ 5.66% |
$25K - $28.3K
|
7.34K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
391+ 10.15% |
$24.9K - $28.1K
|
4.24K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
380+ 1.03% |
$24.2K - $27.3K
|
37.2K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
350+ 2.15% |
$22.3K - $25.2K
|
16.6K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
349+ 8.04% |
$22.2K - $25.1K
|
4.69K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
331+ 0.58% |
$21.1K - $23.8K
|
57.3K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
319+ 3.35% |
$20.3K - $23K
|
9.83K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
304+ 0.83% |
$19.4K - $21.9K
|
37.1K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
299+ 22.81% |
$19.1K - $21.5K
|
1.61K
$117K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
296+ 8.5% |
$18.9K - $21.3K
|
3.78K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 2.88% |
$15.9K - $18K
|
8.93K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
227New |
$14.5K - $16.3K
|
227
$16.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
170+ 1.85% |
$10.8K - $12.2K
|
9.37K
$679K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
159New |
$10.1K - $11.4K
|
159
$11.5K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$9.56K - $10.8K
|
150
$10.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
145+ 161.11% |
$9.24K - $10.4K
|
235
$17K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
144+ 0.25% |
$9.18K - $10.4K
|
56.7K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
125+ 0.58% |
$7.97K - $9K
|
21.8K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
125+ 0.75% |
$7.97K - $9K
|
16.8K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 6.75% |
$6.37K - $7.2K
|
1.58K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 0.28% |
$5.93K - $6.69K
|
33.8K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
76+ 0.44% |
$4.84K - $5.47K
|
17.3K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
47+ 1.07% |
$3K - $3.38K
|
4.46K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
39+ 28.68% |
$2.49K - $2.81K
|
175
$12.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 0.06% |
$2.17K - $2.45K
|
52.8K
$3.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23New |
$1.47K - $1.66K
|
23
$1.67K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 0.31% |
$956 - $1.08K
|
4.92K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$765 - $864
|
12
$870
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.16% |
$637 - $720
|
6.24K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9New |
$574 - $648
|
9
$653
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$319 - $360
|
5
$363
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.03% |
$255 - $288
|
11.8K
$853K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.28M+ 51.73% |
$209M - $231M
|
9.62M
$698M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
619K+ 24.61% |
$39.5M - $43.6M
|
3.14M
$227M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
591K+ 4377.59% |
$37.7M - $41.6M
|
604K
$43.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
498KNew |
$31.8M - $35.1M
|
498K
$36.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
403K+ 40.11% |
$25.7M - $28.3M
|
1.41M
$102M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
261KNew |
$16.6M - $18.3M
|
261K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
234K+ 4396.36% |
$15M - $16.5M
|
240K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
136KNew |
$8.71M - $9.6M
|
136K
$9.89M
|
|