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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.81K+ 30.63% |
$435K - $466K
|
29.1K
$1.95M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.59K+ 0.73% |
$420K - $450K
|
903K
$60.4M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.7KNew |
$364K - $390K
|
5.7K
$382K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.59KNew |
$357K - $382K
|
5.59K
$374K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.65K+ 4.22% |
$297K - $318K
|
115K
$7.69M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.56K+ 22.99% |
$291K - $312K
|
24.4K
$1.63M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.23K+ 5.76% |
$270K - $289K
|
77.7K
$5.2M
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.23K+ 6.28% |
$270K - $289K
|
71.5K
$4.78M
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.19KNew |
$267K - $287K
|
4.19K
$281K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.14K+ 6.29% |
$264K - $283K
|
69.9K
$4.68M
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.74K+ 5.84% |
$239K - $256K
|
67.8K
$4.54M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.7K+ 34.58% |
$236K - $253K
|
14.4K
$964K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.64K+ 26.5% |
$232K - $249K
|
17.4K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.6K+ 4.93% |
$229K - $246K
|
76.5K
$5.12M
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$222K - $238K
|
3.49K
$233K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.4K+ 4.06% |
$217K - $233K
|
87.1K
$5.83M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.31K+ 3.93% |
$211K - $226K
|
87.6K
$5.86M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.79K+ 3.62% |
$178K - $191K
|
79.8K
$5.34M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.74K+ 5.35% |
$175K - $188K
|
54K
$3.61M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.74K+ 5.76% |
$175K - $187K
|
50.3K
$3.36M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 6.69% |
$173K - $185K
|
43.1K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.45K+ 4.1% |
$156K - $168K
|
62.2K
$4.16M
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.4K+ 3.97% |
$153K - $164K
|
62.8K
$4.2M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.33K+ 49.67% |
$148K - $159K
|
7.01K
$469K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.26KNew |
$144K - $154K
|
2.26K
$151K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.18K+ 9.96% |
$139K - $149K
|
24.1K
$1.61M
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.96K+ 1.36% |
$125K - $134K
|
145K
$9.72M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 6.54% |
$121K - $130K
|
31K
$2.07M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.78K+ 7.84% |
$113K - $121K
|
24.4K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.64K+ 12.26% |
$105K - $112K
|
15K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.58K+ 2.13% |
$101K - $108K
|
75.5K
$5.06M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5K+ 8.21% |
$95.7K - $103K
|
19.8K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.47K+ 4.0% |
$94.1K - $101K
|
38.4K
$2.57M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.43K+ 14.43% |
$90.9K - $97.4K
|
11.3K
$757K
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.37K+ 7.03% |
$87.5K - $93.8K
|
20.9K
$1.4M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.37K+ 4.25% |
$87.3K - $93.5K
|
33.6K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.29K+ 18.62% |
$82.1K - $87.9K
|
8.19K
$548K
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.27K+ 11.18% |
$81.3K - $87.1K
|
12.7K
$848K
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
851+ 0.59% |
$54.3K - $58.2K
|
144K
$9.67M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
728+ 1.03% |
$46.5K - $49.8K
|
71.6K
$4.79M
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
704+ 2.54% |
$44.9K - $48.1K
|
28.5K
$1.91M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
668+ 25.43% |
$42.6K - $45.7K
|
3.3K
$221K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
597+ 0.1% |
$38.1K - $40.8K
|
614K
$41.1M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
590+ 2.48% |
$37.6K - $40.3K
|
24.4K
$1.63M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
554+ 0.76% |
$35.4K - $37.9K
|
73.9K
$4.95M
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
547+ 0.12% |
$34.9K - $37.4K
|
459K
$30.7M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
518New |
$33.1K - $35.4K
|
518
$34.7K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
505+ 4.3% |
$32.2K - $34.5K
|
12.2K
$820K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
500New |
$31.9K - $34.2K
|
500
$33.5K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
440+ 69.29% |
$28.1K - $30.1K
|
1.08K
$72K
|