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 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
128+ 5.85% |
$8.16K - $9.21K
|
2.32K
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
125+ 0.58% |
$7.97K - $9K
|
21.8K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
BUY
|
- |
125+ 0.75% |
$7.97K - $9K
|
16.8K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 6.75% |
$6.37K - $7.2K
|
1.58K
$127K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 0.28% |
$5.93K - $6.69K
|
33.8K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
76+ 0.44% |
$4.84K - $5.47K
|
17.3K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
75+ 0.38% |
$4.78K - $5.4K
|
19.6K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
47+ 1.07% |
$3K - $3.38K
|
4.46K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23New |
$1.47K - $1.66K
|
23
$1.84K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 0.31% |
$956 - $1.08K
|
4.92K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$765 - $864
|
12
$962
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.16% |
$637 - $720
|
6.24K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9New |
$574 - $648
|
9
$722
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$319 - $360
|
5
$401
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.03% |
$255 - $288
|
11.8K
$943K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$191 - $216
|
6.42K
$515K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
261KNew |
$16.6M - $18.3M
|
261K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
81.2K+ 49.3% |
$5.19M - $5.72M
|
246K
$19.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
49.1K+ 8.64% |
$3.13M - $3.46M
|
617K
$49.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47.9K+ 12.44% |
$3.06M - $3.37M
|
433K
$34.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
39.8KNew |
$2.54M - $2.81M
|
39.8K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$948K - $1.05M
|
14.9K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$840K - $927K
|
13.2K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.77KNew |
$624K - $688K
|
9.77K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.85KNew |
$501K - $553K
|
7.85K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.45K+ 1067.34% |
$476K - $524K
|
8.15K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
5.59K+ 0.99% |
$357K - $393K
|
570K
$45.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
5.33KNew |
$340K - $375K
|
5.33K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.21KNew |
$269K - $296K
|
4.21K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
4.17KNew |
$267K - $294K
|
4.17K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.46KNew |
$221K - $244K
|
3.46K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.45KNew |
$221K - $243K
|
3.45K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.25K+ 30.77% |
$79.9K - $88.1K
|
5.32K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
835New |
$53.3K - $58.8K
|
835
$67K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
769+ 13.79% |
$49.1K - $54.1K
|
6.35K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
730+ 25.76% |
$46.6K - $51.4K
|
3.56K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
657New |
$41.9K - $46.3K
|
657
$52.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
604New |
$38.6K - $42.5K
|
604
$48.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
535+ 16.24% |
$34.2K - $37.7K
|
3.83K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
520New |
$33.2K - $36.6K
|
520
$41.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
356New |
$22.7K - $25.1K
|
356
$28.5K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
338New |
$21.6K - $23.8K
|
338
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
325New |
$20.8K - $22.9K
|
325
$26.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
316+ 1.7% |
$20.2K - $22.2K
|
18.9K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300New |
$19.2K - $21.1K
|
300
$24.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
276New |
$17.6K - $19.4K
|
276
$22.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
252New |
$16.1K - $17.7K
|
252
$20.2K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
184+ 1.65% |
$11.7K - $13K
|
11.3K
$907K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
104+ 2.48% |
$6.64K - $7.32K
|
4.3K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99New |
$6.32K - $6.97K
|
99
$7.94K
|
|