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 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
324New |
$19.7K - $21.6K
|
324
$21.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.93KNew |
$118K - $129K
|
1.93K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
518K+ 30.44% |
$31.5M - $34.5M
|
2.22M
$146M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
3.09K+ 19.68% |
$188K - $206K
|
18.8K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
28+ 4.87% |
$1.71K - $1.87K
|
603
$39.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-40.4K- 10.82% |
$2.46M - $2.7M
|
333K
$21.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
85.4KNew |
$5.2M - $5.7M
|
85.4K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-19.7K- 26.08% |
$1.2M - $1.32M
|
55.9K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129K+ 14.09% |
$7.87M - $8.62M
|
1.05M
$68.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 13.13% |
$10.9M - $11.9M
|
1.54M
$101M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
861+ 4.83% |
$52.4K - $57.4K
|
18.7K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
7.74K+ 9.31% |
$471K - $516K
|
90.9K
$5.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
984+ 12.19% |
$59.9K - $65.6K
|
9.06K
$594K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.2K+ 62.37% |
$863K - $945K
|
36.9K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14K+ 60.18% |
$852K - $933K
|
37.2K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.23K- 8.14% |
$74.8K - $82K
|
13.9K
$909K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
37.6KNew |
$2.29M - $2.51M
|
37.6K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.8KNew |
$353K - $387K
|
5.8K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.9K+ 7.94% |
$725K - $794K
|
162K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
27.4KNew |
$1.67M - $1.83M
|
27.4K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
325+ 1.87% |
$19.8K - $21.7K
|
17.7K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.38K+ 13.65% |
$84K - $92K
|
11.5K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21.3KNew |
$1.29M - $1.42M
|
21.3K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.3K+ 114.25% |
$2.03M - $2.22M
|
62.5K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
605+ 6.12% |
$36.8K - $40.3K
|
10.5K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.49K- 3.52% |
$274K - $300K
|
123K
$8.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 8.03% |
$1.71M - $1.87M
|
378K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.4K+ 8.75% |
$941K - $1.03M
|
192K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5.25KNew |
$320K - $350K
|
5.25K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
59.2K+ 18.16% |
$3.6M - $3.95M
|
385K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
451K+ 15.36% |
$27.4M - $30.1M
|
3.38M
$222M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
31.7KNew |
$1.93M - $2.11M
|
31.7K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
183KNew |
$11.2M - $12.2M
|
183K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.91K+ 10.51% |
$116K - $127K
|
20.1K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.28KNew |
$261K - $285K
|
4.28K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34.1KNew |
$2.07M - $2.27M
|
34.1K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
31+ 0.24% |
$1.89K - $2.07K
|
13.2K
$865K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-31.5K- 48.63% |
$1.92M - $2.1M
|
33.3K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.82K- 4.1% |
$111K - $121K
|
42.5K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.7K- 0.82% |
$104K - $114K
|
206K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140- 0.29% |
$8.53K - $9.34K
|
48.8K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18.6KNew |
$1.13M - $1.24M
|
18.6K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 1.06% |
$72.8K - $79.8K
|
112K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.12K+ 1.07% |
$190K - $208K
|
295K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
327K+ 25005.13% |
$19.9M - $21.8M
|
328K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04KNew |
$246K - $269K
|
4.04K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.07K+ 3.65% |
$65.3K - $71.6K
|
30.4K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
93.8KNew |
$5.71M - $6.25M
|
93.8K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 6.15% |
$161K - $177K
|
45.8K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18K+ 37.79% |
$1.09M - $1.2M
|
65.5K
$4.3M
|