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 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 5.03% |
$952K - $1.04M
|
326K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.4K+ 8.75% |
$941K - $1.03M
|
192K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 7.63% |
$919K - $1.01M
|
213K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15KNew |
$913K - $999K
|
15K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.9K+ 64.97% |
$909K - $996K
|
37.9K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.5K+ 4.39% |
$881K - $965K
|
344K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.2K+ 62.37% |
$863K - $945K
|
36.9K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14K+ 60.18% |
$852K - $933K
|
37.2K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.7K+ 8.3% |
$833K - $913K
|
179K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
13.6K+ 50.45% |
$826K - $905K
|
40.5K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.6KNew |
$826K - $904K
|
13.6K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13.5K+ 25.36% |
$822K - $900K
|
66.7K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.8KNew |
$782K - $857K
|
12.8K
$843K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.8KNew |
$778K - $852K
|
12.8K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
12.5KNew |
$764K - $836K
|
12.5K
$823K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 4.23% |
$749K - $820K
|
303K
$19.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
12.1KNew |
$738K - $808K
|
12.1K
$795K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.9K+ 7.94% |
$725K - $794K
|
162K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7K+ 43.77% |
$713K - $780K
|
38.4K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3KNew |
$690K - $755K
|
11.3K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11K+ 4.38% |
$672K - $736K
|
263K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9KNew |
$661K - $724K
|
10.9K
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.5K+ 27.07% |
$640K - $701K
|
49.3K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10.3K+ 3.4% |
$624K - $684K
|
311K
$20.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9.9K+ 19.95% |
$603K - $660K
|
59.5K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.54K+ 156.44% |
$581K - $636K
|
15.6K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.31K+ 162.99% |
$567K - $621K
|
15K
$985K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
9.28KNew |
$565K - $619K
|
9.28K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.28KNew |
$504K - $552K
|
8.28K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.86K+ 8.15% |
$479K - $524K
|
104K
$6.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.74K+ 9.31% |
$471K - $516K
|
90.9K
$5.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
7.72K+ 192.21% |
$470K - $515K
|
11.7K
$770K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.49KNew |
$456K - $499K
|
7.49K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.47KNew |
$455K - $498K
|
7.47K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
7.46K+ 10.12% |
$454K - $498K
|
81.2K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.29K+ 0.98% |
$444K - $486K
|
751K
$49.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.11KNew |
$433K - $474K
|
7.11K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.03KNew |
$428K - $469K
|
7.03K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.93K+ 21.97% |
$422K - $462K
|
38.5K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
6.85K+ 32.74% |
$417K - $457K
|
27.8K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.59KNew |
$401K - $439K
|
6.59K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.46K+ 3.69% |
$393K - $430K
|
182K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.21K+ 6.14% |
$378K - $414K
|
107K
$7.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.07K+ 63.7% |
$370K - $405K
|
15.6K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.99K+ 8.66% |
$365K - $399K
|
75.1K
$4.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.96K+ 4.35% |
$363K - $397K
|
143K
$9.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.91K+ 7.17% |
$360K - $394K
|
88.3K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.88KNew |
$358K - $392K
|
5.88K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.8KNew |
$353K - $387K
|
5.8K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.74K+ 28.14% |
$349K - $383K
|
26.1K
$1.71M
|