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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
34.4K+ 165.36% |
$2.2M - $2.42M
|
55.2K
$3.81M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
33.7KNew |
$2.15M - $2.37M
|
33.7K
$2.33M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
31.7K+ 18.66% |
$2.02M - $2.23M
|
201K
$13.9M
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.4KNew |
$1.81M - $2M
|
28.4K
$1.96M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27.7K+ 1.68% |
$1.77M - $1.95M
|
1.68M
$116M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
27.4K+ 66.06% |
$1.75M - $1.93M
|
68.9K
$4.75M
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
27KNew |
$1.72M - $1.9M
|
27K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.3K+ 20.7% |
$1.68M - $1.85M
|
153K
$10.6M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
25.7K+ 81.96% |
$1.64M - $1.81M
|
57.1K
$3.94M
|
|
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
$36.4M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 6.48% |
$1.62M - $1.79M
|
418K
$28.9M
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
23.9KNew |
$1.52M - $1.68M
|
23.9K
$1.65M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8K+ 63.26% |
$1.52M - $1.68M
|
61.5K
$4.24M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
23.5KNew |
$1.5M - $1.66M
|
23.5K
$1.62M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
22.3KNew |
$1.42M - $1.57M
|
22.3K
$1.54M
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9K+ 9.08% |
$1.4M - $1.54M
|
263K
$18.2M
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
21.7KNew |
$1.39M - $1.53M
|
21.7K
$1.5M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 14.81% |
$1.37M - $1.51M
|
166K
$11.5M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 37.67% |
$1.29M - $1.42M
|
73.9K
$5.1M
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
20K+ 17.31% |
$1.28M - $1.41M
|
136K
$9.38M
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
19.1K+ 6.77% |
$1.22M - $1.35M
|
302K
$20.8M
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
19.1K+ 26.31% |
$1.22M - $1.34M
|
91.6K
$6.32M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
18.9K+ 10.84% |
$1.21M - $1.33M
|
193K
$13.3M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
18.8K+ 3.99% |
$1.2M - $1.32M
|
488K
$33.7M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
18.5KNew |
$1.18M - $1.3M
|
18.5K
$1.27M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.09M - $1.21M
|
17.1K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16.8K+ 18.19% |
$1.08M - $1.19M
|
109K
$7.55M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.65% |
$1.07M - $1.18M
|
649K
$44.8M
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
16.3KNew |
$1.04M - $1.14M
|
16.3K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$948K - $1.05M
|
14.9K
$1.02M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14.1K+ 16.67% |
$897K - $989K
|
98.3K
$6.79M
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.82% |
$885K - $975K
|
217K
$15M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$840K - $927K
|
13.2K
$909K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13KNew |
$831K - $916K
|
13K
$898K
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 9.67% |
$823K - $908K
|
146K
$10.1M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.4K+ 66.7% |
$792K - $873K
|
31K
$2.14M
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.9K+ 11.91% |
$758K - $836K
|
112K
$7.7M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11.6K+ 4.94% |
$742K - $818K
|
247K
$17M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7K+ 63.27% |
$682K - $753K
|
27.6K
$1.9M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 3.59% |
$678K - $747K
|
307K
$21.2M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 136.53% |
$664K - $732K
|
18K
$1.24M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.2KNew |
$654K - $721K
|
10.2K
$707K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.92K+ 13.09% |
$633K - $698K
|
85.7K
$5.92M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9.89K+ 7.07% |
$632K - $696K
|
150K
$10.3M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.82KNew |
$627K - $692K
|
9.82K
$678K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.77KNew |
$624K - $688K
|
9.77K
$674K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.44KNew |
$603K - $664K
|
9.44K
$651K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
9.4K+ 2.73% |
$600K - $661K
|
353K
$24.4M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
8.98K+ 2.7% |
$573K - $632K
|
341K
$23.6M
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.55K+ 134.05% |
$546K - $602K
|
14.9K
$1.03M
|