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 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
70.4KNew |
$4.5M - $4.96M
|
70.4K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 136.53% |
$664K - $732K
|
18K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
31+ 0.02% |
$1.98K - $2.18K
|
178K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.45K- 2.02% |
$220K - $243K
|
167K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
715+ 0.12% |
$45.7K - $50.3K
|
617K
$41.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125+ 0.42% |
$7.98K - $8.8K
|
29.7K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
8.98K+ 2.7% |
$573K - $632K
|
341K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-38.2K- 42.33% |
$2.44M - $2.69M
|
52K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.12K+ 1.61% |
$71.4K - $78.7K
|
70.7K
$4.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 5.95% |
$101K - $112K
|
28.3K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.02K+ 18.33% |
$193K - $213K
|
19.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
656+ 7.27% |
$41.9K - $46.2K
|
9.68K
$653K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
186+ 0.51% |
$11.9K - $13.1K
|
36.7K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
39.3K+ 166.9% |
$2.51M - $2.77M
|
62.9K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7.9K+ 30.93% |
$504K - $556K
|
33.4K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
53.4K+ 617.13% |
$3.41M - $3.76M
|
62K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 5.23% |
$301K - $332K
|
94.9K
$6.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
1.63K+ 2.47% |
$104K - $115K
|
67.6K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
42.2KNew |
$2.69M - $2.97M
|
42.2K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
85.9K+ 3.66% |
$5.48M - $6.05M
|
2.43M
$164M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
338New |
$21.6K - $23.8K
|
338
$22.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
219+ 429.41% |
$14K - $15.4K
|
270
$18.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
117KNew |
$7.48M - $8.25M
|
117K
$7.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
22.3KNew |
$1.42M - $1.57M
|
22.3K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-140- 32.11% |
$8.94K - $9.86K
|
296
$20K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.3K+ 4.52% |
$147K - $162K
|
53.2K
$3.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
316+ 1.7% |
$20.2K - $22.2K
|
18.9K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-76- 1.29% |
$4.85K - $5.35K
|
5.83K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.65K+ 229.6% |
$233K - $257K
|
5.23K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8+ 1.74% |
$511 - $563
|
468
$31.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18New |
$1.15K - $1.27K
|
18
$1.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-494- 95.37% |
$31.5K - $34.8K
|
24
$1.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.25K+ 30.77% |
$79.9K - $88.1K
|
5.32K
$359K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
93.7K+ 156.31% |
$5.99M - $6.6M
|
154K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.3M- 65.7% |
$721M - $794M
|
5.89M
$398M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-587- 9.77% |
$37.5K - $41.3K
|
5.42K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.5K- 31.01% |
$1.06M - $1.16M
|
36.8K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 0.37% |
$6.26K - $6.9K
|
26.4K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.55K+ 134.05% |
$546K - $602K
|
14.9K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
535+ 16.24% |
$34.2K - $37.7K
|
3.83K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.86K+ 1.17% |
$310K - $342K
|
420K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
73.3KNew |
$4.68M - $5.16M
|
73.3K
$4.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.9K+ 11.91% |
$758K - $836K
|
112K
$7.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-12.5K- 25.94% |
$800K - $882K
|
35.8K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.85KNew |
$246K - $271K
|
3.85K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9K+ 9.08% |
$1.4M - $1.54M
|
263K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.48K+ 9.53% |
$350K - $386K
|
63K
$4.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12.7K- 16.12% |
$812K - $895K
|
66.2K
$4.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
117+ 0.92% |
$7.47K - $8.24K
|
12.8K
$862K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.45KNew |
$221K - $243K
|
3.45K
$233K
|