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 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 2.15% |
$79.9K - $88.1K
|
56.9K
$3.84M
|
|
|
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
$35.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
20.1KNew |
$1.28M - $1.41M
|
20.1K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.63K+ 5.66% |
$296K - $326K
|
86.6K
$5.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-328- 1.56% |
$20.9K - $23.1K
|
20.8K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.71K+ 11.41% |
$237K - $261K
|
36.2K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.47K- 24.42% |
$93.9K - $103K
|
4.55K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.22K+ 21.19% |
$77.6K - $85.5K
|
6.95K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.13KNew |
$519K - $572K
|
8.13K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6.59K+ 5.58% |
$421K - $464K
|
125K
$8.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$63.9 - $70.4
|
6.23K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
57.7K+ 12.7% |
$3.68M - $4.06M
|
512K
$34.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
105K+ 23.45% |
$6.69M - $7.38M
|
552K
$37.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.02K+ 20.97% |
$257K - $283K
|
23.2K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
60.3KNew |
$3.85M - $4.25M
|
60.3K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-18- 0.02% |
$1.15K - $1.27K
|
91K
$6.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.8K+ 29.5% |
$242K - $267K
|
16.7K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 0.47% |
$4.85K - $5.35K
|
16.1K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
90New |
$5.75K - $6.34K
|
90
$6.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
149K+ 10.87% |
$9.49M - $10.5M
|
1.52M
$102M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
24.6K+ 11.29% |
$1.57M - $1.73M
|
243K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-6.9K- 44.27% |
$440K - $485K
|
8.68K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.3K+ 3.96% |
$402K - $443K
|
165K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
63.1K+ 7.64% |
$4.03M - $4.44M
|
890K
$60.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-60- 0.92% |
$3.83K - $4.22K
|
6.45K
$436K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-622- 0.4% |
$39.7K - $43.8K
|
157K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
250KNew |
$15.9M - $17.6M
|
250K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47.9K+ 12.44% |
$3.06M - $3.37M
|
433K
$29.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
14.8K+ 4.96% |
$944K - $1.04M
|
313K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
65.8K+ 30.43% |
$4.2M - $4.63M
|
282K
$19M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
90+ 195.65% |
$5.75K - $6.34K
|
136
$9.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-45- 0.42% |
$2.87K - $3.17K
|
10.8K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.39K+ 61.04% |
$153K - $168K
|
6.3K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
23.1K+ 25.3% |
$1.47M - $1.63M
|
114K
$7.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
30K+ 27.79% |
$1.91M - $2.11M
|
138K
$9.3M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.65K+ 12.09% |
$425K - $468K
|
61.6K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.86K+ 9.11% |
$502K - $553K
|
94.1K
$6.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
11.5KNew |
$736K - $811K
|
11.5K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-704- 0.78% |
$45K - $49.6K
|
89.5K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
712+ 1.26% |
$45.5K - $50.1K
|
57K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27K+ 14.58% |
$1.73M - $1.9M
|
212K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.09K+ 42.66% |
$134K - $147K
|
7K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24+ 0.25% |
$1.53K - $1.69K
|
9.51K
$642K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-163- 0.12% |
$10.4K - $11.5K
|
140K
$9.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
144K+ 4324.79% |
$9.18M - $10.1M
|
147K
$9.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 23.48% |
$786K - $867K
|
64.7K
$4.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.09K+ 1.46% |
$134K - $147K
|
145K
$9.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.13K- 6.61% |
$72K - $79.4K
|
15.9K
$1.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.03K+ 14.82% |
$449K - $495K
|
54.5K
$3.68M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
5.33K+ 2.43% |
$340K - $375K
|
224K
$15.1M
|