Latest Institutional Purchases of American Centy ETF Tr Avantis (AVDV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) 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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
956K+ 10.71% |
$61M - $67.3M
|
9.88M
$667M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
498KNew |
$31.8M - $35.1M
|
498K
$33.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
403K+ 40.11% |
$25.7M - $28.3M
|
1.41M
$95M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
311KNew |
$19.9M - $21.9M
|
311K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
250KNew |
$15.9M - $17.6M
|
250K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
249K+ 6408.01% |
$15.9M - $17.5M
|
253K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
149K+ 10.87% |
$9.49M - $10.5M
|
1.52M
$102M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
144K+ 4324.79% |
$9.18M - $10.1M
|
147K
$9.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
136KNew |
$8.71M - $9.6M
|
136K
$9.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
117KNew |
$7.48M - $8.25M
|
117K
$7.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
113K+ 13.2% |
$7.19M - $7.93M
|
966K
$65.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
105K+ 23.45% |
$6.69M - $7.38M
|
552K
$37.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
93.7K+ 156.31% |
$5.99M - $6.6M
|
154K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
92K+ 45533.66% |
$5.87M - $6.48M
|
92.2K
$6.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
85.9K+ 3.66% |
$5.48M - $6.05M
|
2.43M
$164M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
75.8KNew |
$4.84M - $5.33M
|
75.8K
$5.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
73.3KNew |
$4.68M - $5.16M
|
73.3K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
70.4KNew |
$4.5M - $4.96M
|
70.4K
$4.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
69.4KNew |
$4.43M - $4.89M
|
69.4K
$4.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
65.8K+ 30.43% |
$4.2M - $4.63M
|
282K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
63.1K+ 7.64% |
$4.03M - $4.44M
|
890K
$60.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
60.3KNew |
$3.85M - $4.25M
|
60.3K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
57.7K+ 12.7% |
$3.68M - $4.06M
|
512K
$34.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
53.4K+ 617.13% |
$3.41M - $3.76M
|
62K
$4.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
52K+ 28.37% |
$3.32M - $3.66M
|
235K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
50KNew |
$3.19M - $3.52M
|
50K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
49.1K+ 8.64% |
$3.13M - $3.46M
|
617K
$41.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
48.7K+ 133.57% |
$3.11M - $3.43M
|
85.1K
$5.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47.9K+ 12.44% |
$3.06M - $3.37M
|
433K
$29.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.8K+ 14.69% |
$3.05M - $3.37M
|
373K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
47.7K+ 8.65% |
$3.05M - $3.36M
|
600K
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
42.2KNew |
$2.69M - $2.97M
|
42.2K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
39.8KNew |
$2.54M - $2.81M
|
39.8K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
39.5K+ 5.92% |
$2.52M - $2.78M
|
707K
$47.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
39.3K+ 166.9% |
$2.51M - $2.77M
|
62.9K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
38.7KNew |
$2.47M - $2.72M
|
38.7K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
34.4K+ 165.36% |
$2.2M - $2.42M
|
55.2K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
33.7KNew |
$2.15M - $2.37M
|
33.7K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
31.7K+ 18.66% |
$2.02M - $2.23M
|
201K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
30K+ 27.79% |
$1.91M - $2.11M
|
138K
$9.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27.7K+ 1.68% |
$1.77M - $1.95M
|
1.68M
$113M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27K+ 14.58% |
$1.73M - $1.9M
|
212K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
25.7K+ 81.96% |
$1.64M - $1.81M
|
57.1K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.6K+ 5.1% |
$1.63M - $1.8M
|
527K
$35.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 6.48% |
$1.62M - $1.79M
|
418K
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
24.6K+ 11.29% |
$1.57M - $1.73M
|
243K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
23.5KNew |
$1.5M - $1.66M
|
23.5K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
23.1K+ 25.3% |
$1.47M - $1.63M
|
114K
$7.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
22.3KNew |
$1.42M - $1.57M
|
22.3K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9K+ 9.08% |
$1.4M - $1.54M
|
263K
$17.8M
|