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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.65KNew |
$541K - $615K
|
8.65K
$576K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
234+ 31.84% |
$14.6K - $16.6K
|
969
$64.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.84K+ 12.55% |
$115K - $131K
|
16.5K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
690+ 1.16% |
$43.1K - $49.1K
|
60K
$3.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
57.5KNew |
$3.59M - $4.09M
|
57.5K
$3.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$1.44K - $1.64K
|
23
$1.53K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
130New |
$8.13K - $9.25K
|
130
$8.66K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.23K+ 14.44% |
$514K - $585K
|
65.2K
$4.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.8K+ 171.25% |
$3.87M - $4.4M
|
97.9K
$6.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.7K- 54.93% |
$1.29M - $1.47M
|
17K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.86K+ 19.36% |
$367K - $417K
|
36.1K
$2.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-10.5K- 73.85% |
$655K - $745K
|
3.71K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.9KNew |
$181K - $206K
|
2.9K
$193K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
73New |
$4.56K - $5.19K
|
73
$4.86K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
145KNew |
$9.09M - $10.3M
|
145K
$9.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.34K- 20.04% |
$459K - $522K
|
29.3K
$1.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
377K+ 6.33% |
$23.6M - $26.8M
|
6.34M
$422M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.86K+ 13.56% |
$178K - $203K
|
23.9K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 144.31% |
$69K - $78.5K
|
1.87K
$124K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
62+ 0.93% |
$3.88K - $4.41K
|
6.71K
$447K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
57.4K+ 838.03% |
$3.59M - $4.08M
|
64.2K
$4.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9.66K+ 2.38% |
$604K - $687K
|
415K
$27.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 17.14% |
$625K - $711K
|
48.3K
$3.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
10New |
$625 - $711
|
10
$666
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-49K- 4.04% |
$3.06M - $3.48M
|
1.16M
$77.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$125 - $142
|
778
$51.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-486- 2.51% |
$30.4K - $34.6K
|
18.9K
$1.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.86KNew |
$179K - $203K
|
2.86K
$190K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-312- 1.32% |
$19.5K - $22.2K
|
23.3K
$1.55M
|
|
| Q2 2024 | |||||||
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
234+ 1.27% |
$14.9K - $16K
|
18.6K
$1.24M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.5KNew |
$1.25M - $1.33M
|
19.5K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 6.5% |
$14.4K - $15.4K
|
3.69K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
57.6KNew |
$3.68M - $3.94M
|
57.6K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.4K+ 4.06% |
$217K - $233K
|
87.1K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$660K - $707K
|
10.3K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
518New |
$33.1K - $35.4K
|
518
$34.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.78K+ 7.84% |
$113K - $121K
|
24.4K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.19KNew |
$587K - $628K
|
9.19K
$612K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 149.53% |
$1.51M - $1.62M
|
39.6K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
342+ 5.72% |
$21.8K - $23.4K
|
6.32K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.9KNew |
$760K - $814K
|
11.9K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
316K+ 13.94% |
$20.1M - $21.6M
|
2.58M
$172M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2New |
$128 - $137
|
2
$133
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12+ 1.79% |
$766 - $820
|
683
$45.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
35.5KNew |
$2.26M - $2.43M
|
35.5K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
64+ 1.8% |
$4.08K - $4.38K
|
3.62K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
668+ 25.43% |
$42.6K - $45.7K
|
3.3K
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 12.5% |
$63.8 - $68.4
|
9
$599
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 3.12% |
$3.06K - $3.28K
|
1.59K
$106K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 0.37% |
$2.17K - $2.32K
|
9.2K
$612K
|
|