Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-47- 20.43% |
$2.79K - $3.49K
|
183
$13.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.84KNew |
$228K - $286K
|
3.84K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-50.1K- 31.77% |
$2.97M - $3.72M
|
108K
$7.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
8.91K+ 5.33% |
$528K - $662K
|
176K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 19.79% |
$166K - $208K
|
17K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.2K+ 4.22% |
$1.49M - $1.87M
|
622K
$46.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
282+ 1.9% |
$16.7K - $21K
|
15.1K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 0.39% |
$1.07K - $1.34K
|
4.66K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
219+ 0.93% |
$13K - $16.3K
|
23.8K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.55KNew |
$211K - $264K
|
3.55K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.06KNew |
$182K - $228K
|
3.06K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29.1KNew |
$1.72M - $2.16M
|
29.1K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.8K- 36.2% |
$1.89M - $2.36M
|
56K
$4.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.51KNew |
$208K - $261K
|
3.51K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-372- 0.28% |
$22.1K - $27.7K
|
130K
$9.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-312K- 15.52% |
$18.5M - $23.2M
|
1.7M
$126M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.33K+ 2.06% |
$78.7K - $98.7K
|
65.8K
$4.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131+ 1.67% |
$7.77K - $9.74K
|
7.99K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
60+ 1.18% |
$3.56K - $4.46K
|
5.13K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-222- 1.11% |
$13.2K - $16.5K
|
19.8K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16K+ 123.78% |
$947K - $1.19M
|
28.9K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.13K+ 13.01% |
$304K - $381K
|
44.5K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99KNew |
$236K - $296K
|
3.99K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.6K+ 9.93% |
$868K - $1.09M
|
162K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-537- 1.07% |
$31.9K - $39.9K
|
49.8K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
170+ 0.3% |
$10.1K - $12.6K
|
56.3K
$4.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.14K - $3.94K
|
53
$3.93K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.15K+ 16.48% |
$306K - $383K
|
36.4K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.68K+ 5.25% |
$396K - $496K
|
134K
$9.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10.2K+ 9.92% |
$606K - $760K
|
113K
$8.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.06% |
$237 - $297
|
7K
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.7K+ 6.46% |
$1.29M - $1.62M
|
358K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
709+ 2.08% |
$42.1K - $52.7K
|
34.8K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.53K+ 14.19% |
$150K - $188K
|
20.4K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-25.3K- 10.02% |
$1.5M - $1.88M
|
227K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-273- 3.17% |
$16.2K - $20.3K
|
8.33K
$618K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.75MNew |
$104M - $130M
|
1.75M
$130M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29.7K+ 6.36% |
$1.76M - $2.21M
|
497K
$36.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.35K+ 49.65% |
$377K - $472K
|
19.1K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-8.78K- 0.58% |
$521K - $653K
|
1.51M
$112M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
43.8K+ 24.46% |
$2.6M - $3.26M
|
223K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
14.8K+ 5.26% |
$878K - $1.1M
|
296K
$22M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 7.88% |
$130K - $163K
|
25.6K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4.19KNew |
$248K - $311K
|
4.19K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.95K+ 15.44% |
$116K - $145K
|
14.6K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 9.93% |
$616K - $772K
|
115K
$8.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
207+ 1.35% |
$12.3K - $15.4K
|
15.6K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-13.5K- 1.51% |
$800K - $1M
|
881K
$65.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
258+ 1.16% |
$15.3K - $19.2K
|
22.5K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.51K+ 22.14% |
$327K - $410K
|
30.4K
$2.26M
|