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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.27K+ 0.12% |
$321K - $351K
|
4.56M
$299M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.9K+ 5.71% |
$116K - $127K
|
35.2K
$2.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
470+ 1.44% |
$28.6K - $31.3K
|
33.1K
$2.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18.7K+ 12.52% |
$1.14M - $1.25M
|
168K
$11M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
12.1KNew |
$738K - $808K
|
12.1K
$795K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
4.33K+ 4.62% |
$264K - $289K
|
98.2K
$6.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
369+ 5.1% |
$22.5K - $24.6K
|
7.6K
$499K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.32K+ 0.2% |
$80.4K - $88K
|
655K
$42.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
525New |
$32K - $35K
|
525
$34.4K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
4.96KNew |
$298K - $336K
|
4.96K
$326K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.58KNew |
$94.6K - $107K
|
1.58K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1K- 20.31% |
$60.3K - $67.9K
|
3.94K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
899+ 11.95% |
$54K - $60.8K
|
8.42K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
52.9KNew |
$3.18M - $3.58M
|
52.9K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
566+ 4.36% |
$34K - $38.3K
|
13.6K
$890K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.12KNew |
$247K - $279K
|
4.12K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
13New |
$781 - $880
|
13
$853
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-101- 1.84% |
$6.07K - $6.83K
|
5.39K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.6KNew |
$1.6M - $1.8M
|
26.6K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13KNew |
$248K - $279K
|
4.13K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.56% |
$120 - $135
|
353
$23.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-791- 16.65% |
$47.5K - $53.5K
|
3.96K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.93K+ 106.88% |
$417K - $469K
|
13.4K
$880K
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 1.22% |
$1.13M - $1.27M
|
1.52M
$99.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.23K+ 15.18% |
$194K - $219K
|
24.5K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.56K+ 2535.56% |
$274K - $309K
|
4.74K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.79K- 13.58% |
$168K - $189K
|
17.7K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-3.4K- 31.93% |
$205K - $230K
|
7.26K
$476K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
615New |
$37K - $41.6K
|
615
$40.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
38.6KNew |
$2.32M - $2.61M
|
38.6K
$2.53M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
46+ 0.21% |
$2.76K - $3.11K
|
21.5K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
711+ 11.94% |
$42.7K - $48.1K
|
6.67K
$437K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
93.2KNew |
$5.6M - $6.3M
|
93.2K
$6.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-62.8K- 10.0% |
$3.77M - $4.25M
|
565K
$37.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 1.74% |
$458K - $515K
|
445K
$29.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 60.88% |
$445K - $501K
|
19.6K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49.3K+ 15.95% |
$2.96M - $3.34M
|
358K
$23.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-28- 0.86% |
$1.68K - $1.89K
|
3.23K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
34+ 13.82% |
$2.04K - $2.3K
|
280
$18.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
337K+ 1002.28% |
$20.2M - $22.8M
|
370K
$24.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-974- 23.58% |
$58.5K - $65.9K
|
3.16K
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$191K - $215K
|
3.17K
$208K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.06K+ 0.75% |
$63.8K - $71.9K
|
142K
$9.34M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
187KNew |
$11.5M - $12.2M
|
187K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
96+ 48.0% |
$5.87K - $6.27K
|
296
$19.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
110K+ 34.75% |
$6.73M - $7.18M
|
427K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.64KNew |
$467K - $499K
|
7.64K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$175K - $186K
|
2.86K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-169- 2.37% |
$10.3K - $11K
|
6.97K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
120New |
$7.34K - $7.83K
|
120
$7.87K
|
|