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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.31K+ 162.99% |
$567K - $621K
|
15K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 4.03% |
$1.59M - $1.74M
|
675K
$44.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
891+ 8.16% |
$54.3K - $59.4K
|
11.8K
$775K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.81KNew |
$232K - $254K
|
3.81K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
130+ 216.67% |
$7.92K - $8.67K
|
190
$12.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
28.8K+ 10.84% |
$1.76M - $1.92M
|
295K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-840- 3.95% |
$51.2K - $56K
|
20.5K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.29K+ 0.98% |
$444K - $486K
|
751K
$49.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-727- 9.16% |
$44.3K - $48.5K
|
7.21K
$473K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.61K+ 21.08% |
$159K - $174K
|
15K
$984K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.92K- 5.97% |
$117K - $128K
|
30.2K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 7.56% |
$164K - $180K
|
38.3K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77.3K+ 776.91% |
$4.7M - $5.15M
|
87.2K
$5.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
318+ 1.34% |
$19.4K - $21.2K
|
24.1K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
156+ 3.27% |
$9.5K - $10.4K
|
4.93K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.46K- 48.48% |
$393K - $431K
|
6.87K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18.6K+ 43.59% |
$1.13M - $1.24M
|
61.3K
$4.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
15.6K+ 5.03% |
$952K - $1.04M
|
326K
$21.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
230+ 2.81% |
$14K - $15.3K
|
8.43K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.16K- 0.13% |
$70.8K - $77.5K
|
918K
$60.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.01M- 98.29% |
$366M - $401M
|
105K
$6.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
148New |
$9.01K - $9.87K
|
148
$9.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82K+ 44.93% |
$172K - $188K
|
9.11K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-356- 0.53% |
$21.7K - $23.7K
|
66.4K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
865+ 8.24% |
$52.7K - $57.7K
|
11.4K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
25+ 0.55% |
$1.52K - $1.67K
|
4.59K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.24K+ 3.86% |
$75.3K - $82.4K
|
33.3K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
19.3KNew |
$1.18M - $1.29M
|
19.3K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-531- 8.34% |
$32.3K - $35.4K
|
5.84K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.7KNew |
$103K - $113K
|
1.7K
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
94.9K+ 16.38% |
$5.78M - $6.33M
|
674K
$44.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
15.8K+ 4.99% |
$965K - $1.06M
|
333K
$21.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-572K- 76.31% |
$34.8M - $38.1M
|
177K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4.5K- 17.34% |
$274K - $300K
|
21.4K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.76K- 3.27% |
$229K - $250K
|
111K
$7.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 5.47% |
$60.9K - $66.7K
|
19.3K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
61+ 1.38% |
$3.71K - $4.07K
|
4.47K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-83- 0.23% |
$5.05K - $5.54K
|
36.1K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
16.7K+ 5.2% |
$1.02M - $1.11M
|
338K
$22.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
23.2K+ 50.87% |
$1.41M - $1.55M
|
68.8K
$4.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37.2KNew |
$2.27M - $2.48M
|
37.2K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
18.9KNew |
$1.15M - $1.26M
|
18.9K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
7.46K+ 10.12% |
$454K - $498K
|
81.2K
$5.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
191+ 2.13% |
$11.6K - $12.7K
|
9.17K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.16KNew |
$70.7K - $77.4K
|
1.16K
$76.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-65- 0.28% |
$3.96K - $4.33K
|
23.5K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
35.2K+ 12.29% |
$2.14M - $2.34M
|
321K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
22.4KNew |
$1.37M - $1.5M
|
22.4K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.19K- 6.17% |
$499K - $546K
|
125K
$8.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.55K+ 22.38% |
$94.6K - $104K
|
8.49K
$557K
|