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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$3.19K - $3.63K
|
51
$3.39K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
49+ 1.13% |
$3.06K - $3.48K
|
4.4K
$293K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40+ 36.04% |
$2.5K - $2.84K
|
151
$10K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
35+ 0.16% |
$2.19K - $2.49K
|
21.6K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.24% |
$2K - $2.28K
|
13.6K
$906K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
31+ 775.0% |
$1.94K - $2.2K
|
35
$2.33K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$1.44K - $1.64K
|
23
$1.53K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.08% |
$1.19K - $1.35K
|
24.2K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$1.19K - $1.35K
|
49.2K
$3.27M
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
10New |
$625 - $711
|
10
$665
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7New |
$438 - $498
|
7
$465
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$125 - $142
|
778
$51.7K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
316K+ 13.94% |
$20.1M - $21.6M
|
2.58M
$172M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
57.6KNew |
$3.68M - $3.94M
|
57.6K
$3.83M
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
35.5KNew |
$2.26M - $2.43M
|
35.5K
$2.36M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 149.53% |
$1.51M - $1.62M
|
39.6K
$2.63M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.5KNew |
$1.25M - $1.33M
|
19.5K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.9KNew |
$760K - $814K
|
11.9K
$792K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$660K - $707K
|
10.3K
$688K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.19KNew |
$587K - $628K
|
9.19K
$611K
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.19KNew |
$267K - $287K
|
4.19K
$279K
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$222K - $238K
|
3.49K
$232K
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.4K+ 4.06% |
$217K - $233K
|
87.1K
$5.79M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.26KNew |
$144K - $154K
|
2.26K
$150K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.78K+ 7.84% |
$113K - $121K
|
24.4K
$1.63M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5K+ 8.21% |
$95.7K - $103K
|
19.8K
$1.31M
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
704+ 2.54% |
$44.9K - $48.1K
|
28.5K
$1.89M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
668+ 25.43% |
$42.6K - $45.7K
|
3.3K
$219K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
518New |
$33.1K - $35.4K
|
518
$34.4K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
353+ 46.02% |
$22.5K - $24.1K
|
1.12K
$74.5K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
342+ 5.72% |
$21.8K - $23.4K
|
6.32K
$420K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
234+ 1.27% |
$14.9K - $16K
|
18.6K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 6.5% |
$14.4K - $15.4K
|
3.69K
$245K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215+ 3.47% |
$13.7K - $14.7K
|
6.42K
$426K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
210New |
$13.4K - $14.4K
|
210
$14K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
195New |
$12.4K - $13.3K
|
195
$13K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 71.94% |
$6.38K - $6.84K
|
239
$15.9K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
96+ 1.46% |
$6.13K - $6.56K
|
6.69K
$444K
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
67+ 0.18% |
$4.28K - $4.58K
|
36.4K
$2.42M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
64+ 1.8% |
$4.08K - $4.38K
|
3.62K
$241K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 3.12% |
$3.06K - $3.28K
|
1.59K
$106K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
36New |
$2.3K - $2.46K
|
36
$2.39K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 0.37% |
$2.17K - $2.32K
|
9.2K
$611K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.98K - $2.12K
|
31
$2.06K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
30+ 0.69% |
$1.91K - $2.05K
|
4.37K
$290K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12+ 1.79% |
$766 - $820
|
683
$45.4K
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
11+ 0.26% |
$702 - $752
|
4.26K
$283K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 1.22% |
$574 - $615
|
746
$49.6K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2New |
$128 - $137
|
2
$133
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 12.5% |
$63.8 - $68.4
|
9
$598
|