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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.21KNew |
$487K - $611K
|
8.21K
$659K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.79K+ 6.42% |
$462K - $579K
|
129K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.63KNew |
$452K - $567K
|
7.63K
$612K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
7.56KNew |
$448K - $562K
|
7.56K
$607K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6.62K+ 406.26% |
$393K - $492K
|
8.25K
$662K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6.18K+ 280.35% |
$367K - $459K
|
8.38K
$673K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.51KNew |
$327K - $410K
|
5.51K
$442K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.96K+ 4865.69% |
$294K - $369K
|
5.07K
$406K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$263K - $330K
|
4.44K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.19KNew |
$248K - $311K
|
4.19K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4KNew |
$238K - $298K
|
4K
$321K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.84KNew |
$228K - $286K
|
3.84K
$308K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65KNew |
$217K - $272K
|
3.65K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.55KNew |
$211K - $264K
|
3.55K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.51KNew |
$208K - $261K
|
3.51K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.21K+ 3.43% |
$190K - $238K
|
96.6K
$7.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.02KNew |
$179K - $225K
|
3.02K
$242K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3KNew |
$178K - $223K
|
3K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$169K - $212K
|
2.86K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.8KNew |
$166K - $208K
|
2.8K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$164K - $205K
|
2.76K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.74KNew |
$162K - $204K
|
2.74K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 1075.0% |
$150K - $189K
|
2.77K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.13K+ 9.0% |
$126K - $158K
|
25.7K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.61KNew |
$95.7K - $120K
|
1.61K
$130K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.35K+ 11.83% |
$79.9K - $100K
|
12.7K
$1.02M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.17K+ 29.9% |
$69.6K - $87.2K
|
5.1K
$409K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 22.51% |
$59.5K - $74.6K
|
5.46K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
788New |
$46.7K - $58.6K
|
788
$63.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
782+ 4.29% |
$46.4K - $58.1K
|
19K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
773New |
$45.9K - $57.5K
|
773
$62K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
742+ 13.35% |
$44K - $55.2K
|
6.3K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711+ 23.03% |
$42.2K - $52.9K
|
3.8K
$305K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
433New |
$25.7K - $32.2K
|
433
$34.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
405+ 29.56% |
$24K - $30.1K
|
1.78K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
336New |
$19.9K - $25K
|
336
$27K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
317New |
$18.8K - $23.6K
|
317
$25.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
275New |
$16.3K - $20.4K
|
275
$22.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
267+ 0.38% |
$15.8K - $19.9K
|
69.7K
$5.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
258+ 1.16% |
$15.3K - $19.2K
|
22.5K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
248+ 0.82% |
$14.7K - $18.4K
|
30.3K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
190+ 30.4% |
$11.3K - $14.1K
|
815
$65.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
150New |
$8.9K - $11.2K
|
150
$12K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
112+ 1.7% |
$6.64K - $8.33K
|
6.68K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
109New |
$6.47K - $8.11K
|
109
$8.75K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
88+ 19.05% |
$5.22K - $6.54K
|
550
$44.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
83+ 1.71% |
$4.92K - $6.17K
|
4.94K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
81New |
$4.8K - $6.02K
|
81
$6.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
63New |
$3.74K - $4.68K
|
63
$5.06K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
60+ 1.72% |
$3.56K - $4.46K
|
3.54K
$284K
|
|