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 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 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
|
|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
55New |
$3.26K - $4.09K
|
55
$4.41K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.14K - $3.94K
|
53
$4.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 1.15% |
$2.67K - $3.35K
|
3.95K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$1.48K - $1.86K
|
6.27K
$503K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20New |
$1.19K - $1.49K
|
20
$1.61K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
16+ 1.15% |
$949 - $1.19K
|
1.41K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 1.69% |
$178 - $223
|
181
$14.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$119 - $149
|
2
$161
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
118KNew |
$7.18M - $8.12M
|
118K
$9.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
40.7K+ 3.45% |
$2.47M - $2.79M
|
1.22M
$97.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.66KNew |
$343K - $388K
|
5.66K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.57KNew |
$338K - $382K
|
5.57K
$447K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
5.4KNew |
$327K - $370K
|
5.4K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$320K - $362K
|
5.28K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.76KNew |
$106K - $120K
|
1.76K
$141K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
830+ 7.91% |
$50.3K - $56.9K
|
11.3K
$908K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
600+ 38.1% |
$36.4K - $41.1K
|
2.18K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 21.43% |
$18.2K - $20.6K
|
1.7K
$136K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.61K - $9.73K
|
142
$11.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
28+ 93.33% |
$1.7K - $1.92K
|
58
$4.65K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$1.03K - $1.17K
|
17
$1.36K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
16New |
$970 - $1.1K
|
16
$1.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$485 - $548
|
8
$642
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$60.6 - $68.6
|
1
$80.3
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
126K+ 6.8% |
$7.68M - $8.41M
|
1.98M
$159M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.7KNew |
$1.44M - $1.58M
|
23.7K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17K+ 6.85% |
$1.03M - $1.13M
|
265K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.47KNew |
$455K - $498K
|
7.47K
$600K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.03KNew |
$428K - $469K
|
7.03K
$564K
|
|