Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) 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 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$840K - $927K
|
13.2K
$876K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.5K- 32.3% |
$95.8K - $106K
|
3.15K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.73K+ 5.06% |
$111K - $122K
|
35.9K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
9.4K+ 2.73% |
$600K - $661K
|
353K
$23.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
209+ 2.54% |
$13.3K - $14.7K
|
8.44K
$562K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
19.1K+ 6.77% |
$1.22M - $1.35M
|
302K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23+ 0.09% |
$1.47K - $1.62K
|
24.3K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
5.85K+ 5.1% |
$373K - $412K
|
120K
$8.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
31.7K+ 18.66% |
$2.02M - $2.23M
|
201K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$280K - $309K
|
4.38K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-3.71K- 1.71% |
$237K - $261K
|
213K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.2K- 37.61% |
$1.36M - $1.5M
|
35.2K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.72K+ 7.94% |
$110K - $121K
|
23.3K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.92K+ 1.75% |
$314K - $346K
|
286K
$19M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
311KNew |
$19.9M - $21.9M
|
311K
$20.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 3.97% |
$10.5K - $11.5K
|
4.3K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
20K+ 17.31% |
$1.28M - $1.41M
|
136K
$9.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.03K- 2.07% |
$65.8K - $72.6K
|
48.8K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$192 - $211
|
6.42K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.36K- 10.36% |
$597K - $659K
|
81K
$5.39M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
3.55KNew |
$226K - $250K
|
3.55K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
92K+ 45533.66% |
$5.87M - $6.48M
|
92.2K
$6.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
769+ 13.79% |
$49.1K - $54.1K
|
6.35K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
132+ 2.51% |
$8.43K - $9.29K
|
5.39K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-251- 1.91% |
$16K - $17.7K
|
12.9K
$858K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.33K+ 4.27% |
$213K - $235K
|
81.4K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 7.41% |
$98.2K - $108K
|
22.3K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.77KNew |
$624K - $688K
|
9.77K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
18.8K+ 3.99% |
$1.2M - $1.32M
|
488K
$32.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
58+ 0.87% |
$3.7K - $4.08K
|
6.74K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
249K+ 6408.01% |
$15.9M - $17.5M
|
253K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-221- 4.49% |
$14.1K - $15.6K
|
4.7K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.82% |
$885K - $975K
|
217K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.95K+ 4.13% |
$380K - $419K
|
150K
$9.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
212+ 1.24% |
$13.5K - $14.9K
|
17.3K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
105New |
$6.7K - $7.39K
|
105
$6.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
39.5K+ 5.92% |
$2.52M - $2.78M
|
707K
$47.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.46K- 2.51% |
$93K - $103K
|
56.6K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
19+ 0.55% |
$1.21K - $1.34K
|
3.48K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
95+ 0.26% |
$6.07K - $6.69K
|
36.5K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
956K+ 10.71% |
$61M - $67.3M
|
9.88M
$658M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.92K+ 13.09% |
$633K - $698K
|
85.7K
$5.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-41.6K- 13.68% |
$2.66M - $2.93M
|
263K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
196+ 4.65% |
$12.5K - $13.8K
|
4.41K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.44K+ 1.88% |
$411K - $453K
|
348K
$23.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16.8K+ 18.19% |
$1.08M - $1.19M
|
109K
$7.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.84K- 19.64% |
$117K - $129K
|
7.51K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
50KNew |
$3.19M - $3.52M
|
50K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
4.76K+ 1.07% |
$304K - $335K
|
450K
$30M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.61% |
$766 - $845
|
758
$50.5K
|