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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-490- 60.49% |
$30.6K - $34.8K
|
320
$21.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.61K+ 2.3% |
$101K - $115K
|
71.5K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.9K- 12.26% |
$244K - $278K
|
27.9K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
712New |
$44.5K - $50.6K
|
712
$47.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 4.34% |
$84K - $95.5K
|
29.6K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 1.71% |
$102K - $115K
|
93.4K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-440- 40.93% |
$27.5K - $31.3K
|
635
$42.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
474+ 5.79% |
$29.6K - $33.7K
|
8.67K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17KNew |
$1.06M - $1.21M
|
17K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
12.9K+ 5.64% |
$805K - $916K
|
241K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
698New |
$43.6K - $49.6K
|
698
$46.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 32.26% |
$855K - $973K
|
56.1K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
813+ 5.47% |
$50.8K - $57.8K
|
15.7K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.1KNew |
$569K - $647K
|
9.1K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
24.3K+ 4.49% |
$1.52M - $1.73M
|
565K
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
215+ 1.03% |
$13.4K - $15.3K
|
21.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.87K- 4.97% |
$179K - $204K
|
54.8K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46K+ 9.1% |
$2.88M - $3.27M
|
552K
$36.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-6.07K- 0.26% |
$379K - $432K
|
2.35M
$156M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.73K+ 5.05% |
$171K - $194K
|
56.7K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.78KNew |
$299K - $340K
|
4.78K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.64K- 1.45% |
$415K - $473K
|
453K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$791K - $900K
|
12.7K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-693- 29.67% |
$43.3K - $49.3K
|
1.64K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-13.4K- 3.88% |
$838K - $954K
|
332K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101K+ 11.21% |
$6.32M - $7.19M
|
1M
$66.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-82.5K- 74.65% |
$5.16M - $5.87M
|
28K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.49K- 7.41% |
$93K - $106K
|
18.6K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.7KNew |
$791K - $900K
|
12.7K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.7K+ 2.37% |
$1.73M - $1.97M
|
1.2M
$79.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.33K- 6.72% |
$396K - $450K
|
87.8K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.27K+ 738.52% |
$392K - $446K
|
7.12K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7New |
$438 - $498
|
7
$466
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
734+ 8.86% |
$45.9K - $52.2K
|
9.02K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
149K+ 21.09% |
$9.29M - $10.6M
|
853K
$56.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03KNew |
$189K - $215K
|
3.03K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 6.16% |
$702K - $798K
|
171K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-66.8K- 40.11% |
$4.17M - $4.75M
|
99.7K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10K+ 16.09% |
$626K - $712K
|
72.2K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.42K+ 10.03% |
$151K - $172K
|
26.5K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.1K+ 35.56% |
$880K - $1M
|
53.7K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 2.26% |
$23.7M - $27M
|
17.2M
$1.14B
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.53K+ 1.92% |
$95.7K - $109K
|
81.3K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
59+ 0.07% |
$3.69K - $4.2K
|
90.2K
$6.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.91% |
$78.4K - $89.2K
|
41.9K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 13.0% |
$2.34M - $2.66M
|
326K
$21.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.77K+ 2.61% |
$111K - $126K
|
69.6K
$4.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.97KNew |
$186K - $211K
|
2.97K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
560New |
$35K - $39.8K
|
560
$37.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
434New |
$27.1K - $30.9K
|
434
$28.9K
|