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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
160New |
$9.49K - $11.9K
|
160
$12.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-600- 3.6% |
$35.6K - $44.6K
|
16.1K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-1.55K- 30.78% |
$92.1K - $115K
|
3.49K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
109New |
$6.47K - $8.11K
|
109
$8.75K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
7.56KNew |
$448K - $562K
|
7.56K
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
83+ 1.71% |
$4.92K - $6.17K
|
4.94K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
55New |
$3.26K - $4.09K
|
55
$4.41K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-432- 0.88% |
$25.6K - $32.1K
|
48.9K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-28.2K- 3.0% |
$1.67M - $2.1M
|
914K
$73.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
267+ 0.38% |
$15.8K - $19.9K
|
69.7K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
248+ 0.82% |
$14.7K - $18.4K
|
30.3K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.61KNew |
$95.7K - $120K
|
1.61K
$130K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.51KNew |
$327K - $410K
|
5.51K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-31- 10.47% |
$1.84K - $2.31K
|
265
$21.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-134- 20.33% |
$7.95K - $9.96K
|
525
$42.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.2K- 3.55% |
$71.2K - $89.2K
|
32.6K
$2.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$263K - $330K
|
4.44K
$356K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
16New |
$970 - $1.1K
|
16
$1.28K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
5.4KNew |
$327K - $370K
|
5.4K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.94K- 5.1% |
$178K - $202K
|
54.7K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$1.03K - $1.17K
|
17
$1.36K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.76KNew |
$106K - $120K
|
1.76K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.66KNew |
$343K - $388K
|
5.66K
$454K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-122- 37.65% |
$7.4K - $8.36K
|
202
$16.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 21.43% |
$18.2K - $20.6K
|
1.7K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
118KNew |
$7.18M - $8.12M
|
118K
$9.5M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
830+ 7.91% |
$50.3K - $56.9K
|
11.3K
$908K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
600+ 38.1% |
$36.4K - $41.1K
|
2.18K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$485 - $548
|
8
$642
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-192- 1.8% |
$11.6K - $13.2K
|
10.5K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.48K- 8.81% |
$150K - $170K
|
25.6K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
28+ 93.33% |
$1.7K - $1.92K
|
58
$4.65K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$60.6 - $68.6
|
1
$80.3
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 20.44% |
$115K - $130K
|
11.2K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$320K - $362K
|
5.28K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$66.1K - $74.8K
|
1.09K
$87.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.57KNew |
$338K - $382K
|
5.57K
$447K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.3K- 74.79% |
$321K - $363K
|
1.79K
$143K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
40.7K+ 3.45% |
$2.47M - $2.79M
|
1.22M
$97.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.61K - $9.73K
|
142
$11.4K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-21- 50.0% |
$1.28K - $1.4K
|
21
$1.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-117- 66.48% |
$7.13K - $7.8K
|
59
$4.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
126K+ 6.8% |
$7.68M - $8.41M
|
1.98M
$159M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-889- 14.5% |
$54.1K - $59.3K
|
5.24K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.47KNew |
$455K - $498K
|
7.47K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.6KNew |
$97.4K - $107K
|
1.6K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.8KNew |
$109K - $120K
|
1.8K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30.4K- 57.71% |
$1.85M - $2.03M
|
22.3K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.95K- 0.76% |
$180K - $197K
|
388K
$31.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.88KNew |
$358K - $392K
|
5.88K
$472K
|
|