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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
156+ 3.57% |
$9.96K - $11K
|
4.53K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
6.23K+ 3.02% |
$397K - $438K
|
212K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.44KNew |
$603K - $664K
|
9.44K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 0.12% |
$2.68K - $2.96K
|
35.9K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
136KNew |
$8.71M - $9.6M
|
136K
$9.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.84K+ 3.44% |
$245K - $270K
|
115K
$7.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-40- 26.49% |
$2.55K - $2.82K
|
111
$7.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.82KNew |
$627K - $692K
|
9.82K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
276New |
$17.6K - $19.4K
|
276
$18.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.13K+ 4.47% |
$391K - $431K
|
143K
$9.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.01K+ 3.16% |
$320K - $353K
|
164K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.49K+ 6.16% |
$286K - $316K
|
77.3K
$5.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23- 0.32% |
$1.47K - $1.62K
|
7.09K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
857+ 1.74% |
$54.7K - $60.3K
|
50K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.65% |
$1.07M - $1.18M
|
649K
$43.2M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.3KNew |
$466K - $514K
|
7.3K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
778+ 7.89% |
$49.7K - $54.8K
|
10.6K
$708K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.23K+ 6.46% |
$143K - $157K
|
36.8K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.9KNew |
$313K - $345K
|
4.9K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9.89K+ 7.07% |
$632K - $696K
|
150K
$9.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-567- 3.29% |
$36.2K - $39.9K
|
16.7K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.9K- 6.08% |
$121K - $134K
|
29.3K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.49K+ 27.4% |
$478K - $527K
|
34.8K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.63K+ 2.05% |
$104K - $114K
|
80.8K
$5.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.72K+ 7.61% |
$301K - $332K
|
66.7K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11.6K+ 4.94% |
$742K - $818K
|
247K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
18.5KNew |
$1.18M - $1.3M
|
18.5K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.06K+ 16.81% |
$259K - $286K
|
28.2K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
33.7KNew |
$2.15M - $2.37M
|
33.7K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
49.1K+ 8.64% |
$3.13M - $3.46M
|
617K
$41.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-781- 5.73% |
$49.9K - $55K
|
12.9K
$856K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 14.81% |
$1.37M - $1.51M
|
166K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
104+ 2.48% |
$6.64K - $7.32K
|
4.3K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
19.1K+ 26.31% |
$1.22M - $1.34M
|
91.6K
$6.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.84K+ 10.65% |
$118K - $130K
|
19.1K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 52.33% |
$5.75K - $6.34K
|
262
$17.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
356+ 0.59% |
$22.7K - $25.1K
|
60.6K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-878- 38.64% |
$56.1K - $61.8K
|
1.39K
$92.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-129- 0.12% |
$8.24K - $9.08K
|
105K
$7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 2.15% |
$79.9K - $88.1K
|
56.9K
$3.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.6K+ 5.1% |
$1.63M - $1.8M
|
527K
$35.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
20.1KNew |
$1.28M - $1.41M
|
20.1K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.63K+ 5.66% |
$296K - $326K
|
86.6K
$5.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-328- 1.56% |
$20.9K - $23.1K
|
20.8K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.71K+ 11.41% |
$237K - $261K
|
36.2K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.47K- 24.42% |
$93.9K - $103K
|
4.55K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.22K+ 21.19% |
$77.6K - $85.5K
|
6.95K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.13KNew |
$519K - $572K
|
8.13K
$541K
|