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 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
353+ 46.02% |
$22.5K - $24.1K
|
1.12K
$74.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$222K - $238K
|
3.49K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
11+ 0.26% |
$702 - $752
|
4.26K
$284K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 4.58% |
$80.5K - $86.3K
|
26.3K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
36New |
$2.3K - $2.46K
|
36
$2.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
210New |
$13.4K - $14.4K
|
210
$14K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-232- 4.75% |
$14.8K - $15.9K
|
4.66K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.69% |
$63.8 - $68.4
|
60
$3.99K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
100+ 71.94% |
$6.38K - $6.84K
|
239
$15.9K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-113- 32.66% |
$7.21K - $7.72K
|
233
$15.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31New |
$1.98K - $2.12K
|
31
$2.06K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.26KNew |
$144K - $154K
|
2.26K
$150K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-548- 10.8% |
$35K - $37.5K
|
4.53K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5K+ 8.21% |
$95.7K - $103K
|
19.8K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
195New |
$12.4K - $13.3K
|
195
$13K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.81KNew |
$168K - $185K
|
2.81K
$187K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
109New |
$6.53K - $7.18K
|
109
$7.26K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$366K - $402K
|
6.1K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.7K+ 40.73% |
$644K - $707K
|
37.1K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
285New |
$17.1K - $18.8K
|
285
$19K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.91K- 21.68% |
$594K - $653K
|
35.8K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 109.09% |
$288K - $316K
|
9.2K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.65KNew |
$98.9K - $109K
|
1.65K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 20.16% |
$81.2K - $89.3K
|
8.08K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.29KNew |
$197K - $217K
|
3.29K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
24New |
$1.44K - $1.58K
|
24
$1.6K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$360 - $395
|
6
$399
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
568+ 16.04% |
$34.1K - $37.4K
|
4.11K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
317New |
$19K - $20.9K
|
317
$21.1K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
265+ 5.61% |
$15.9K - $17.5K
|
4.99K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$9.05K - $9.95K
|
151
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89New |
$5.34K - $5.86K
|
89
$5.93K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
110New |
$6.59K - $7.25K
|
110
$7.32K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-500- 11.11% |
$30K - $32.9K
|
4K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.95K- 31.39% |
$117K - $129K
|
4.27K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.17KNew |
$190K - $209K
|
3.17K
$211K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
205New |
$12.3K - $13.5K
|
205
$13.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
92New |
$5.52K - $6.06K
|
92
$6.13K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.4KNew |
$864K - $949K
|
14.4K
$959K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.68% |
$2.1K - $2.31K
|
5.13K
$342K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.2KNew |
$192K - $211K
|
3.2K
$213K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
187New |
$11.2K - $12.3K
|
187
$12.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.86K- 16.88% |
$231K - $254K
|
19K
$1.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
217New |
$13K - $14.3K
|
217
$14.4K
|
|
| Q4 2023 | |||||||
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-729- 5.24% |
$39.6K - $45.7K
|
13.2K
$878K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
42.9K+ 35.22% |
$2.33M - $2.69M
|
165K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.81KNew |
$98.4K - $113K
|
1.81K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
108New |
$5.87K - $6.77K
|
108
$7.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
31KNew |
$1.69M - $1.95M
|
31K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.89KNew |
$211K - $244K
|
3.89K
$259K
|
|