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 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-63- 0.26% |
$3.84K - $4.2K
|
24K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
691KNew |
$42.1M - $46.1M
|
691K
$45.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-187- 2.46% |
$11.4K - $12.5K
|
7.43K
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
107K+ 34.65% |
$6.53M - $7.16M
|
417K
$27.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.02K+ 2.99% |
$62.2K - $68.2K
|
35.2K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.33K+ 6.03% |
$203K - $222K
|
58.6K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
15.9K+ 9.63% |
$966K - $1.06M
|
181K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
569+ 1.18% |
$34.7K - $37.9K
|
48.7K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
181K+ 7.32% |
$11M - $12.1M
|
2.66M
$174M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.54K+ 156.44% |
$581K - $636K
|
15.6K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-983- 5.82% |
$59.9K - $65.6K
|
15.9K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 1.39% |
$6.09K - $6.67K
|
7.09K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
41.6KNew |
$2.54M - $2.78M
|
41.6K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50.3K+ 141.36% |
$3.07M - $3.36M
|
86K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-24- 0.04% |
$1.46K - $1.6K
|
57.8K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.62K+ 6.42% |
$98.8K - $108K
|
26.9K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
65+ 0.29% |
$3.96K - $4.33K
|
22.3K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
74.5K+ 28.05% |
$4.54M - $4.97M
|
340K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-825K- 14.33% |
$50.3M - $55M
|
4.94M
$324M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.23K+ 4.88% |
$75.1K - $82.2K
|
26.5K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
61.9K+ 36.21% |
$3.77M - $4.13M
|
233K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40.9K+ 6.29% |
$2.49M - $2.73M
|
690K
$45.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5.23K- 19.44% |
$318K - $348K
|
21.7K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.57K+ 19.86% |
$217K - $238K
|
21.6K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10.3K+ 3.4% |
$624K - $684K
|
311K
$20.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
849+ 0.66% |
$51.7K - $56.6K
|
130K
$8.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
92.8KNew |
$5.65M - $6.19M
|
92.8K
$6.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
42.7K+ 8.19% |
$2.6M - $2.85M
|
564K
$37M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-899- 11.09% |
$54.7K - $60K
|
7.21K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 4.23% |
$749K - $820K
|
303K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.67K- 1.38% |
$162K - $178K
|
191K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-171- 0.07% |
$10.4K - $11.4K
|
232K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.55KNew |
$277K - $303K
|
4.55K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
59.3K+ 21.86% |
$3.61M - $3.95M
|
330K
$21.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
83.9K+ 48.6% |
$5.11M - $5.6M
|
257K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 20.12% |
$2.07K - $2.27K
|
135
$8.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 7.63% |
$919K - $1.01M
|
213K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.8KNew |
$782K - $857K
|
12.8K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.24K+ 7.59% |
$75.5K - $82.6K
|
17.6K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.28KNew |
$504K - $552K
|
8.28K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.23K- 34.16% |
$501K - $549K
|
15.9K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.99K+ 8.66% |
$365K - $399K
|
75.1K
$4.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49New |
$2.98K - $3.27K
|
49
$3.21K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
29.1K+ 13.31% |
$1.77M - $1.94M
|
248K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
13+ 0.25% |
$792 - $867
|
5.15K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39.2K+ 9.9% |
$2.39M - $2.62M
|
435K
$28.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-675- 3.93% |
$41.1K - $45K
|
16.5K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
571+ 7.83% |
$34.8K - $38.1K
|
7.86K
$516K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
30+ 0.48% |
$1.83K - $2K
|
6.24K
$409K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
7.72K+ 192.21% |
$470K - $515K
|
11.7K
$770K
|