Latest Institutional Purchases of American Centy ETF Tr Avantis (AVSD)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
60+ 1.68% |
$3.23K - $4.06K
|
3.62K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 1.31% |
$323 - $406
|
463
$31.3K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
88.9KNew |
$4.88M - $5.52M
|
88.9K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
26.1K+ 225.25% |
$1.43M - $1.62M
|
37.6K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$535K - $606K
|
9.75K
$660K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.98KNew |
$383K - $433K
|
6.98K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
6.64KNew |
$364K - $412K
|
6.64K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.63KNew |
$309K - $350K
|
5.63K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.3K+ 80.29% |
$291K - $329K
|
11.9K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.69KNew |
$258K - $291K
|
4.69K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.48KNew |
$191K - $216K
|
3.48K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 11.73% |
$126K - $143K
|
21.9K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 36.81% |
$101K - $115K
|
6.86K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.7K+ 19.85% |
$93.3K - $106K
|
10.3K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 29.18% |
$80.4K - $90.9K
|
6.48K
$438K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.36K+ 766.67% |
$74.5K - $84.3K
|
1.53K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 19.23% |
$54.9K - $62.1K
|
6.2K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
978+ 9.54% |
$53.7K - $60.7K
|
11.2K
$759K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
485+ 3.97% |
$26.6K - $30.1K
|
12.7K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
124+ 9.28% |
$6.81K - $7.7K
|
1.46K
$98.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99New |
$5.43K - $6.15K
|
99
$6.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$704K - $759K
|
12.7K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.89KNew |
$272K - $293K
|
4.89K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.67K+ 2.37% |
$259K - $279K
|
201K
$13.6M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.44KNew |
$136K - $146K
|
2.44K
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.79KNew |
$99.3K - $107K
|
1.79K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 19.72% |
$55.6K - $59.9K
|
6.07K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
990New |
$55K - $59.3K
|
990
$67K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
711+ 1.05% |
$39.5K - $42.6K
|
68.4K
$4.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
458+ 9.97% |
$25.5K - $27.4K
|
5.05K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
116+ 1.35% |
$6.45K - $6.95K
|
8.74K
$591K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
54+ 1.37% |
$3K - $3.23K
|
4K
$271K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.71KNew |
$200K - $226K
|
3.71K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.03KNew |
$163K - $185K
|
3.03K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
508New |
$27.4K - $31K
|
508
$34.4K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
37New |
$1.92K - $2.11K
|
37
$2.5K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57+ 247.83% |
$2.64K - $3.08K
|
80
$5.41K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49+ 38.28% |
$2.27K - $2.65K
|
177
$12K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
5.84KNew |
$234K - $283K
|
5.84K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32KNew |
$52.8K - $63.9K
|
1.32K
$89.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.11K+ 18.62% |
$125K - $151K
|
19.8K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66New |
$2.66K - $3.21K
|
66
$4.46K
|
|