Latest Institutional Purchases of American Centy ETF Tr Avantis (AVDE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
691KNew |
$42.1M - $46.1M
|
691K
$45.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
671KNew |
$40.8M - $44.7M
|
671K
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
664K+ 98.59% |
$40.4M - $44.3M
|
1.34M
$87.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
606KNew |
$36.9M - $40.4M
|
606K
$39.8M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
518K+ 30.44% |
$31.5M - $34.5M
|
2.22M
$146M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
451K+ 15.36% |
$27.4M - $30.1M
|
3.38M
$222M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
383KNew |
$23.3M - $25.5M
|
383K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
362K+ 32.26% |
$22M - $24.1M
|
1.48M
$97.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
327K+ 25005.13% |
$19.9M - $21.8M
|
328K
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
282KNew |
$17.2M - $18.8M
|
282K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
261KNew |
$15.9M - $17.4M
|
261K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
212KNew |
$12.9M - $14.1M
|
212K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
183KNew |
$11.2M - $12.2M
|
183K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
181K+ 7.32% |
$11M - $12.1M
|
2.66M
$174M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
178K+ 28.35% |
$10.9M - $11.9M
|
807K
$53M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 13.13% |
$10.9M - $11.9M
|
1.54M
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
159KNew |
$9.69M - $10.6M
|
159K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149KNew |
$9.04M - $9.9M
|
149K
$9.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129K+ 14.09% |
$7.87M - $8.62M
|
1.05M
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
126K+ 6.8% |
$7.68M - $8.41M
|
1.98M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
114KNew |
$6.94M - $7.6M
|
114K
$7.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
109K+ 10.13% |
$6.61M - $7.24M
|
1.18M
$77.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
107K+ 34.65% |
$6.53M - $7.16M
|
417K
$27.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
94.9K+ 16.38% |
$5.78M - $6.33M
|
674K
$44.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
93.8KNew |
$5.71M - $6.25M
|
93.8K
$6.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
92.8KNew |
$5.65M - $6.19M
|
92.8K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
90.3KNew |
$5.5M - $6.02M
|
90.3K
$5.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
85.4KNew |
$5.2M - $5.7M
|
85.4K
$5.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
83.9K+ 48.6% |
$5.11M - $5.6M
|
257K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78K+ 16.57% |
$4.75M - $5.2M
|
549K
$36M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77.3K+ 776.91% |
$4.7M - $5.15M
|
87.2K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
74.5K+ 28.05% |
$4.54M - $4.97M
|
340K
$22.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
73.8KNew |
$4.49M - $4.92M
|
73.8K
$4.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.3K+ 16.19% |
$4.28M - $4.69M
|
505K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
65.6K+ 41.2% |
$4M - $4.38M
|
225K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
61.9K+ 36.21% |
$3.77M - $4.13M
|
233K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
59.3K+ 21.86% |
$3.61M - $3.95M
|
330K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
59.2K+ 18.16% |
$3.6M - $3.95M
|
385K
$25.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
54.3KNew |
$3.31M - $3.62M
|
54.3K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50.3K+ 141.36% |
$3.07M - $3.36M
|
86K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
47.3KNew |
$2.88M - $3.15M
|
47.3K
$3.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
43.5KNew |
$2.65M - $2.9M
|
43.5K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.8K+ 105.13% |
$2.6M - $2.85M
|
83.5K
$5.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 11.87% |
$2.6M - $2.85M
|
403K
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
42.7K+ 8.19% |
$2.6M - $2.85M
|
564K
$37M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
41.6KNew |
$2.54M - $2.78M
|
41.6K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
41.2K+ 64.82% |
$2.51M - $2.75M
|
105K
$6.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$2.5M - $2.73M
|
41K
$2.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40.9K+ 6.29% |
$2.49M - $2.73M
|
690K
$45.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
40.6KNew |
$2.47M - $2.71M
|
40.6K
$2.66M
|