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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
275New |
$16.3K - $20.4K
|
275
$22.1K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-119- 2.43% |
$7.06K - $8.85K
|
4.78K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-133- 89.86% |
$7.89K - $9.89K
|
15
$1.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 1.69% |
$178 - $223
|
181
$14.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
782+ 4.29% |
$46.4K - $58.1K
|
19K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
336New |
$19.9K - $25K
|
336
$27K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
711+ 23.03% |
$42.2K - $52.9K
|
3.8K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-210- 20.43% |
$12.5K - $15.6K
|
818
$65.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-899- 74.11% |
$53.3K - $66.8K
|
314
$25.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.63KNew |
$452K - $567K
|
7.63K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6.18K+ 280.35% |
$367K - $459K
|
8.38K
$673K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
81New |
$4.8K - $6.02K
|
81
$6.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.79K+ 6.42% |
$462K - $579K
|
129K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-394- 1.97% |
$23.4K - $29.3K
|
19.6K
$1.57M
|
|
|
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 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
773New |
$45.9K - $57.5K
|
773
$62K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.02KNew |
$179K - $225K
|
3.02K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
742+ 13.35% |
$44K - $55.2K
|
6.3K
$506K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
32.1K+ 337.37% |
$1.91M - $2.39M
|
41.6K
$3.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.13K+ 9.0% |
$126K - $158K
|
25.7K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.21KNew |
$487K - $611K
|
8.21K
$659K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
788New |
$46.7K - $58.6K
|
788
$63.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4KNew |
$238K - $298K
|
4K
$321K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$119 - $149
|
2
$161
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.74KNew |
$162K - $204K
|
2.74K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-579- 3.17% |
$34.3K - $43.1K
|
17.7K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.35K+ 11.83% |
$79.9K - $100K
|
12.7K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.96K+ 4865.69% |
$294K - $369K
|
5.07K
$406K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1K+ 22.51% |
$59.5K - $74.6K
|
5.46K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20K+ 11.6% |
$1.18M - $1.48M
|
192K
$15.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.5KNew |
$1.28M - $1.6M
|
21.5K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-217- 0.14% |
$12.9K - $16.1K
|
158K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
88+ 19.05% |
$5.22K - $6.54K
|
550
$44.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-638- 14.09% |
$37.8K - $47.4K
|
3.89K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
60+ 1.72% |
$3.56K - $4.46K
|
3.54K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-415- 10.68% |
$24.6K - $30.9K
|
3.47K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
63New |
$3.74K - $4.68K
|
63
$5.06K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
46.8KNew |
$2.78M - $3.48M
|
46.8K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
405+ 29.56% |
$24K - $30.1K
|
1.78K
$142K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.84KNew |
$228K - $286K
|
3.84K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.51KNew |
$208K - $261K
|
3.51K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.55KNew |
$211K - $264K
|
3.55K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.14K - $3.94K
|
53
$4.25K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-8.78K- 0.58% |
$521K - $653K
|
1.51M
$122M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.75MNew |
$104M - $130M
|
1.75M
$140M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-273- 3.17% |
$16.2K - $20.3K
|
8.33K
$669K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 7.88% |
$130K - $163K
|
25.6K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.19KNew |
$248K - $311K
|
4.19K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
258+ 1.16% |
$15.3K - $19.2K
|
22.5K
$1.8M
|
|