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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
47+ 1.07% |
$3K - $3.38K
|
4.46K
$312K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
170+ 1.85% |
$10.8K - $12.2K
|
9.37K
$656K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15.8K- 76.31% |
$1.01M - $1.14M
|
4.92K
$344K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
800+ 4.05% |
$51K - $57.6K
|
20.6K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
875+ 3.75% |
$55.8K - $63K
|
24.2K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
255KNew |
$16.2M - $18.3M
|
255K
$17.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.16% |
$637 - $720
|
6.24K
$437K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.37K+ 2.92% |
$279K - $315K
|
154K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.19% |
$69.2K - $78.1K
|
92.1K
$6.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
12.8K+ 38.25% |
$815K - $921K
|
46.2K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$200K - $226K
|
3.14K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.45K- 1.05% |
$92.3K - $104K
|
137K
$9.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.36K+ 6.75% |
$86.4K - $97.6K
|
21.4K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
51.4K+ 244.72% |
$3.28M - $3.7M
|
72.5K
$5.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
331+ 0.58% |
$21.1K - $23.8K
|
57.3K
$4.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$319 - $360
|
5
$350
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.9KNew |
$185K - $208K
|
2.9K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-380- 2.38% |
$24.2K - $27.3K
|
15.6K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-547- 0.18% |
$34.9K - $39.4K
|
310K
$21.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
7.97K+ 6.97% |
$508K - $574K
|
122K
$8.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
250+ 2.88% |
$15.9K - $18K
|
8.93K
$625K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-850- 4.86% |
$54.2K - $61.2K
|
16.6K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-137K- 93.42% |
$8.76M - $9.89M
|
9.69K
$678K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.3K+ 0.54% |
$82.8K - $93.5K
|
244K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.93K+ 8.09% |
$123K - $139K
|
25.8K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.25K+ 2.35% |
$79.7K - $89.9K
|
54.4K
$3.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.13K+ 134.73% |
$391K - $441K
|
10.7K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
8.63KNew |
$550K - $621K
|
8.63K
$604K
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
17.6K+ 7.06% |
$1.12M - $1.27M
|
267K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 30.47% |
$1.26M - $1.42M
|
84.5K
$5.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
16.5K+ 143.13% |
$1.05M - $1.19M
|
28K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.97KNew |
$189K - $214K
|
2.97K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.11K+ 54.71% |
$262K - $296K
|
11.6K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
349+ 8.04% |
$22.2K - $25.1K
|
4.69K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 19.0% |
$196K - $221K
|
13.1K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
12.6K+ 13.43% |
$806K - $910K
|
107K
$7.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.86K+ 14.96% |
$182K - $206K
|
22K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-205- 3.18% |
$13.1K - $14.8K
|
6.25K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 2.61% |
$83.2K - $93.9K
|
51.3K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.5K- 2.8% |
$160K - $180K
|
87K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.79KNew |
$497K - $561K
|
7.79K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 2.88% |
$105K - $118K
|
55.4K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$633K - $715K
|
9.93K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
4.65K+ 7.55% |
$297K - $335K
|
66.3K
$4.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
65.4KNew |
$4.17M - $4.71M
|
65.4K
$4.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.96K- 2.52% |
$252K - $285K
|
153K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
647+ 3.67% |
$41.2K - $46.6K
|
18.3K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.27K+ 1.58% |
$145K - $163K
|
146K
$10.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.99K+ 5.77% |
$318K - $359K
|
91.6K
$6.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.95K+ 14.13% |
$634K - $716K
|
80.4K
$5.62M
|