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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-39.1K- 67.83% |
$2.38M - $2.61M
|
18.6K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18.6K+ 10.73% |
$1.13M - $1.24M
|
191K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
40.6KNew |
$2.47M - $2.71M
|
40.6K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-639- 0.73% |
$38.9K - $42.6K
|
87.2K
$5.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.15K- 9.6% |
$314K - $344K
|
48.5K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 1.03% |
$2.8K - $3.07K
|
4.53K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-159- 2.54% |
$9.68K - $10.6K
|
6.09K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-19.8K- 6.95% |
$1.2M - $1.32M
|
264K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.84K+ 20.76% |
$112K - $122K
|
10.7K
$682K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.66K- 18.19% |
$406K - $444K
|
30K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.11K- 1.96% |
$494K - $541K
|
405K
$25.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
76+ 0.43% |
$4.63K - $5.07K
|
17.9K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11K+ 4.38% |
$672K - $736K
|
263K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9KNew |
$661K - $724K
|
10.9K
$693K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.94KNew |
$240K - $262K
|
3.94K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.4KNew |
$207K - $227K
|
3.4K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.8K+ 3.37% |
$109K - $120K
|
55.1K
$3.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18New |
$1.1K - $1.2K
|
18
$1.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.91K+ 7.17% |
$360K - $394K
|
88.3K
$5.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.96K+ 4.35% |
$363K - $397K
|
143K
$9.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.33K+ 23.65% |
$264K - $289K
|
22.7K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-32.6K- 4.12% |
$1.98M - $2.17M
|
757K
$48.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 11.87% |
$2.6M - $2.85M
|
403K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
791+ 1.53% |
$48.2K - $52.8K
|
52.6K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30.3K+ 32.43% |
$1.84M - $2.02M
|
124K
$7.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 99.93% |
$89.5K - $98K
|
1
$63.8
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
12.8KNew |
$778K - $852K
|
12.8K
$815K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
657+ 12.43% |
$40K - $43.8K
|
5.94K
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.71K+ 16.42% |
$287K - $314K
|
33.4K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-36- 0.2% |
$2.19K - $2.4K
|
17.5K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.31KNew |
$263K - $288K
|
4.31K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9.9K+ 19.95% |
$603K - $660K
|
59.5K
$3.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
26K+ 21.43% |
$1.58M - $1.73M
|
147K
$9.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-44.5K- 34.68% |
$2.71M - $2.97M
|
83.9K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 7.64% |
$20.7K - $22.7K
|
4.11K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 3.39% |
$210K - $230K
|
105K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.23K+ 1.29% |
$74.6K - $81.7K
|
95.8K
$6.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-995- 5.54% |
$60.6K - $66.4K
|
17K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.28K- 1.05% |
$382K - $419K
|
591K
$37.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
16K+ 33.28% |
$971K - $1.06M
|
63.9K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-63- 0.26% |
$3.84K - $4.2K
|
24K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
691KNew |
$42.1M - $46.1M
|
691K
$44.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-187- 2.46% |
$11.4K - $12.5K
|
7.43K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
107K+ 34.65% |
$6.53M - $7.16M
|
417K
$26.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.02K+ 2.99% |
$62.2K - $68.2K
|
35.2K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
3.33K+ 6.03% |
$203K - $222K
|
58.6K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
15.9K+ 9.63% |
$966K - $1.06M
|
181K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
569+ 1.18% |
$34.7K - $37.9K
|
48.7K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
181K+ 7.32% |
$11M - $12.1M
|
2.66M
$170M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.54K+ 156.44% |
$581K - $636K
|
15.6K
$998K
|