Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-26.1K- 17.18% |
$1.59M - $1.74M
|
126K
$8.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.9K+ 8.02% |
$1.34M - $1.46M
|
295K
$19.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.37M - $1.5M
|
22.5K
$1.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1K+ 365.87% |
$1.1M - $1.21M
|
23.1K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
126K+ 6.8% |
$7.68M - $8.41M
|
1.98M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 5.27% |
$1.29M - $1.41M
|
424K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 32.06% |
$76.3K - $83.6K
|
5.16K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26K+ 1109.34% |
$1.58M - $1.73M
|
28.3K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.13K+ 49.4% |
$313K - $342K
|
15.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-889- 14.5% |
$54.1K - $59.3K
|
5.24K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.38K+ 10.33% |
$206K - $225K
|
36.1K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78K+ 16.57% |
$4.75M - $5.2M
|
549K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.83K+ 5.07% |
$111K - $122K
|
37.9K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
664K+ 98.59% |
$40.4M - $44.3M
|
1.34M
$87.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.9K+ 64.97% |
$909K - $996K
|
37.9K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.76K- 28.21% |
$472K - $517K
|
19.7K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
650+ 0.09% |
$39.6K - $43.3K
|
689K
$45.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-117- 66.48% |
$7.13K - $7.8K
|
59
$3.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 7.67% |
$116K - $127K
|
26.7K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
813+ 0.19% |
$49.5K - $54.2K
|
434K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.5K+ 4.39% |
$881K - $965K
|
344K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-140- 0.5% |
$8.53K - $9.34K
|
27.9K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33.7K- 4.14% |
$2.05M - $2.25M
|
781K
$51.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.86K+ 47.87% |
$113K - $124K
|
5.74K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
606KNew |
$36.9M - $40.4M
|
606K
$39.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7K+ 43.77% |
$713K - $780K
|
38.4K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9KNew |
$1.46M - $1.6M
|
23.9K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.6KNew |
$97.4K - $107K
|
1.6K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149KNew |
$9.04M - $9.9M
|
149K
$9.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.8K- 12.19% |
$783K - $857K
|
92.6K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
35.7KNew |
$2.18M - $2.38M
|
35.7K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
762+ 2.09% |
$46.4K - $50.8K
|
37.2K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
65.6K+ 41.2% |
$4M - $4.38M
|
225K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.7K+ 8.3% |
$833K - $913K
|
179K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.68K+ 5.64% |
$102K - $112K
|
31.4K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13.5K+ 25.36% |
$822K - $900K
|
66.7K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.12K- 4.12% |
$372K - $408K
|
142K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.47KNew |
$455K - $498K
|
7.47K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
261KNew |
$15.9M - $17.4M
|
261K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4.95KNew |
$301K - $330K
|
4.95K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.49KNew |
$273K - $299K
|
4.49K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
114KNew |
$6.94M - $7.6M
|
114K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.59K- 1.15% |
$584K - $639K
|
821K
$53.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.88KNew |
$358K - $392K
|
5.88K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.3KNew |
$79.2K - $86.7K
|
1.3K
$85.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30.4K- 57.71% |
$1.85M - $2.03M
|
22.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
20.8KNew |
$1.27M - $1.39M
|
20.8K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
178K+ 28.35% |
$10.9M - $11.9M
|
807K
$53M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
287+ 11.21% |
$17.5K - $19.1K
|
2.85K
$187K
|