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 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
356+ 0.59% |
$22.7K - $25.1K
|
60.6K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
338New |
$21.6K - $23.8K
|
338
$23.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
329+ 274.17% |
$21K - $23.2K
|
449
$31K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
325New |
$20.8K - $22.9K
|
325
$22.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
316+ 1.7% |
$20.2K - $22.2K
|
18.9K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 150.0% |
$19.2K - $21.1K
|
500
$34.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300New |
$19.2K - $21.1K
|
300
$20.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
284+ 0.35% |
$18.1K - $20K
|
82K
$5.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
276New |
$17.6K - $19.4K
|
276
$19K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
252New |
$16.1K - $17.7K
|
252
$17.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
219+ 429.41% |
$14K - $15.4K
|
270
$18.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
212+ 1.24% |
$13.5K - $14.9K
|
17.3K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
209+ 2.54% |
$13.3K - $14.7K
|
8.44K
$582K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
196+ 4.65% |
$12.5K - $13.8K
|
4.41K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
186+ 0.51% |
$11.9K - $13.1K
|
36.7K
$2.54M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
180New |
$11.5K - $12.7K
|
180
$12.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
168+ 2.66% |
$10.7K - $11.8K
|
6.48K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 3.97% |
$10.5K - $11.5K
|
4.3K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
156+ 3.57% |
$9.96K - $11K
|
4.53K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
132+ 2.51% |
$8.43K - $9.29K
|
5.39K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 1.05% |
$8.36K - $9.22K
|
12.7K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125+ 0.42% |
$7.98K - $8.8K
|
29.7K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
117+ 0.92% |
$7.47K - $8.24K
|
12.8K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
105New |
$6.7K - $7.39K
|
105
$7.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
104+ 2.48% |
$6.64K - $7.32K
|
4.3K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99New |
$6.32K - $6.97K
|
99
$6.83K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 0.37% |
$6.26K - $6.9K
|
26.4K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
91+ 2.51% |
$5.81K - $6.41K
|
3.72K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 52.33% |
$5.75K - $6.34K
|
262
$18.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 195.65% |
$5.75K - $6.34K
|
136
$9.39K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
80+ 0.69% |
$5.11K - $5.63K
|
11.8K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
75New |
$4.79K - $5.28K
|
75
$5.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
58+ 0.87% |
$3.7K - $4.08K
|
6.74K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$2.68K - $2.96K
|
42
$2.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
39New |
$2.49K - $2.75K
|
39
$2.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
31+ 0.02% |
$1.98K - $2.18K
|
178K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$1.66K - $1.83K
|
26
$1.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23+ 0.09% |
$1.47K - $1.62K
|
24.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.27% |
$1.4K - $1.55K
|
8.17K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19+ 0.59% |
$1.21K - $1.34K
|
3.22K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
19+ 0.55% |
$1.21K - $1.34K
|
3.48K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18New |
$1.15K - $1.27K
|
18
$1.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
15New |
$958 - $1.06K
|
15
$1.04K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.03% |
$830 - $915
|
40.8K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.61% |
$766 - $845
|
758
$52.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8+ 1.74% |
$511 - $563
|
468
$32.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$319 - $352
|
5
$345
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$192 - $211
|
6.42K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$63.9 - $70.4
|
21.1K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$63.9 - $70.4
|
19.5K
$1.35M
|