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 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.47KNew |
$211K - $231K
|
3.47K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
964New |
$58.7K - $64.3K
|
964
$77.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70New |
$4.26K - $4.67K
|
70
$5.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
495New |
$30.1K - $33K
|
495
$39.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5.25KNew |
$320K - $350K
|
5.25K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04KNew |
$246K - $269K
|
4.04K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.7KNew |
$1.44M - $1.58M
|
23.7K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.03KNew |
$428K - $469K
|
7.03K
$564K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17K+ 6.85% |
$1.03M - $1.13M
|
265K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.59KNew |
$401K - $439K
|
6.59K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
130+ 216.67% |
$7.92K - $8.67K
|
190
$15.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.7KNew |
$103K - $113K
|
1.7K
$136K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-65- 0.28% |
$3.96K - $4.33K
|
23.5K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
54New |
$3.29K - $3.6K
|
54
$4.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.56KNew |
$217K - $237K
|
3.56K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 1.03% |
$2.8K - $3.07K
|
4.53K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.4KNew |
$207K - $227K
|
3.4K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18New |
$1.1K - $1.2K
|
18
$1.44K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.31KNew |
$263K - $288K
|
4.31K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 20.12% |
$2.07K - $2.27K
|
135
$10.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49New |
$2.98K - $3.27K
|
49
$3.93K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
4.96KNew |
$298K - $336K
|
4.96K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1K- 20.31% |
$60.3K - $67.9K
|
3.94K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
566+ 4.36% |
$34K - $38.3K
|
13.6K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.12KNew |
$247K - $279K
|
4.12K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-101- 1.84% |
$6.07K - $6.83K
|
5.39K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.6KNew |
$1.6M - $1.8M
|
26.6K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13KNew |
$248K - $279K
|
4.13K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.79K- 13.58% |
$168K - $189K
|
17.7K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
615New |
$37K - $41.6K
|
615
$49.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
38.6KNew |
$2.32M - $2.61M
|
38.6K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 1.74% |
$458K - $515K
|
445K
$35.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 60.88% |
$445K - $501K
|
19.6K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-62.8K- 10.0% |
$3.77M - $4.25M
|
565K
$45.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49.3K+ 15.95% |
$2.96M - $3.34M
|
358K
$28.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$191K - $215K
|
3.17K
$255K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
185+ 0.58% |
$11.3K - $12.1K
|
32.3K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
96+ 48.0% |
$5.87K - $6.27K
|
296
$23.8K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.64KNew |
$467K - $499K
|
7.64K
$613K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.7K+ 10.78% |
$717K - $766K
|
121K
$9.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.39KNew |
$330K - $352K
|
5.39K
$433K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$61.2 - $65.3
|
10
$803
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
148+ 3.45% |
$9.05K - $9.66K
|
4.43K
$356K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
185K+ 40.37% |
$11.3M - $12.1M
|
642K
$51.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06K+ 8.69% |
$65.1K - $69.5K
|
13.3K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
53New |
$3.24K - $3.46K
|
53
$4.25K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
32.3KNew |
$1.97M - $2.11M
|
32.3K
$2.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-9- 0.27% |
$551 - $588
|
3.28K
$263K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
298New |
$18.2K - $19.5K
|
298
$23.9K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-990- 58.0% |
$57.7K - $63.2K
|
717
$57.5K
|
|