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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.19% |
$61.8 - $79.3
|
85
$7.67K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
158New |
$9.76K - $12.5K
|
158
$14.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70KNew |
$4.32M - $5.55M
|
70K
$6.31M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
124+ 61.39% |
$7.66K - $9.84K
|
326
$29.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
42New |
$2.59K - $3.33K
|
42
$3.79K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.66KNew |
$164K - $211K
|
2.66K
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69+ 1.86% |
$4.26K - $5.47K
|
3.78K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
131+ 3.47% |
$8.09K - $10.4K
|
3.91K
$353K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 2.56% |
$61.8 - $79.3
|
40
$3.61K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.08% |
$309 - $397
|
6.23K
$562K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.32K+ 141.31% |
$81.3K - $104K
|
2.25K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.69KNew |
$166K - $214K
|
2.69K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.78KNew |
$172K - $220K
|
2.78K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-523- 12.33% |
$32.3K - $41.5K
|
3.72K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-228- 38.78% |
$14.1K - $18.1K
|
360
$32.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
601New |
$37.1K - $47.7K
|
601
$54.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
293+ 6.57% |
$18.1K - $23.2K
|
4.75K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.91KNew |
$427K - $548K
|
6.91K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.51KNew |
$93.5K - $120K
|
1.51K
$137K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-832- 5.13% |
$51.4K - $66K
|
15.4K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
4New |
$247 - $317
|
4
$361
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.68% |
$5.19K - $6.66K
|
3.06K
$276K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-18.7K- 3.74% |
$1.16M - $1.49M
|
482K
$43.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-830- 51.52% |
$51.3K - $65.8K
|
781
$70.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
228New |
$14.1K - $18.1K
|
228
$20.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.76KNew |
$170K - $219K
|
2.76K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
302New |
$18.7K - $24K
|
302
$27.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
125New |
$7.72K - $9.92K
|
125
$11.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9K+ 6.28% |
$179K - $230K
|
49.1K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 41.98% |
$6.79K - $8.73K
|
152
$13.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6New |
$371 - $476
|
6
$541
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.63% |
$1.17K - $1.51K
|
3.05K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
99+ 0.57% |
$6.11K - $7.85K
|
17.4K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-5.9K- 8.87% |
$364K - $468K
|
60.6K
$5.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.67KNew |
$165K - $212K
|
2.67K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-139- 0.16% |
$8.58K - $11K
|
85K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.1K- 24.23% |
$439K - $563K
|
22.2K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$803 - $1.03K
|
13
$1.17K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
100New |
$6.18K - $7.93K
|
100
$9.02K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
205+ 117.14% |
$12.7K - $16.3K
|
380
$34.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15- 0.32% |
$926 - $1.19K
|
4.68K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.54K+ 1.88% |
$95.2K - $122K
|
83.4K
$7.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
84+ 0.23% |
$5.19K - $6.66K
|
37.4K
$3.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
601New |
$37.1K - $47.7K
|
601
$54.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.58KNew |
$97.5K - $125K
|
1.58K
$142K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.15K+ 48.22% |
$318K - $408K
|
15.8K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.83K- 3.32% |
$113K - $145K
|
53.1K
$4.79M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
130New |
$8.29K - $9.35K
|
130
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 69.44% |
$7.97K - $9K
|
55
$4.96K
|
|