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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-1.66K- 0.87% |
$101K - $114K
|
189K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
39.9K+ 53.92% |
$2.42M - $2.73M
|
114K
$7.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-567- 3.56% |
$34.4K - $38.9K
|
15.4K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.41K- 11.61% |
$85.3K - $96.4K
|
10.7K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
6.71K+ 0.44% |
$407K - $460K
|
1.52M
$102M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
775+ 4.18% |
$47K - $53.1K
|
19.3K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-40K- 7.09% |
$2.42M - $2.74M
|
524K
$35M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
153K+ 59.65% |
$9.28M - $10.5M
|
410K
$27.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.25K+ 9.92% |
$136K - $154K
|
24.9K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.16KNew |
$191K - $216K
|
3.16K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
18.9K+ 8.93% |
$1.15M - $1.29M
|
230K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.4K+ 30.49% |
$145K - $164K
|
10.3K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.49K+ 6.91% |
$90.3K - $102K
|
23K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.15M- 23.2% |
$69.4M - $78.5M
|
3.79M
$253M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 1.26% |
$162K - $183K
|
210K
$14.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 134500.0% |
$81.5K - $92.2K
|
1.35K
$90K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.16K+ 1.99% |
$70.5K - $79.7K
|
59.7K
$3.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
502K+ 72.58% |
$30.4M - $34.4M
|
1.19M
$79.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
159KNew |
$9.62M - $10.9M
|
159K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19.4K+ 15.71% |
$1.18M - $1.33M
|
143K
$9.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
11.1K+ 57.52% |
$673K - $761K
|
30.4K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-74.1K- 22.73% |
$4.5M - $5.08M
|
252K
$16.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
906+ 2.73% |
$54.9K - $62.1K
|
34K
$2.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.2K- 0.73% |
$194K - $219K
|
432K
$28.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6+ 0.07% |
$364 - $411
|
9.07K
$606K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
192New |
$11.6K - $13.2K
|
192
$12.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
16+ 5.71% |
$970 - $1.1K
|
296
$19.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-703- 0.11% |
$42.6K - $48.2K
|
654K
$43.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.4K- 3.97% |
$84.9K - $96K
|
33.8K
$2.26M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134+ 25.52% |
$8.12K - $9.19K
|
659
$44.1K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.37K+ 141.74% |
$449K - $491K
|
12.6K
$840K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
20.7KNew |
$1.26M - $1.38M
|
20.7K
$1.38M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
17.1KNew |
$1.04M - $1.14M
|
17.1K
$1.14M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
332K+ 7.28% |
$20.2M - $22.1M
|
4.89M
$327M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.74K+ 56.05% |
$228K - $249K
|
10.4K
$696K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
8.87KNew |
$540K - $592K
|
8.87K
$593K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
39.3KNew |
$2.39M - $2.62M
|
39.3K
$2.63M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-912- 79.24% |
$55.5K - $60.8K
|
239
$16K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.25KNew |
$75.9K - $83.2K
|
1.25K
$83.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
29.4KNew |
$1.79M - $1.96M
|
29.4K
$1.96M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-26.1K- 17.18% |
$1.59M - $1.74M
|
126K
$8.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1K+ 365.87% |
$1.1M - $1.21M
|
23.1K
$1.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.37M - $1.5M
|
22.5K
$1.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.9K+ 8.02% |
$1.34M - $1.46M
|
295K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.49KNew |
$273K - $299K
|
4.49K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 5.27% |
$1.29M - $1.41M
|
424K
$28.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 32.06% |
$76.3K - $83.6K
|
5.16K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26K+ 1109.34% |
$1.58M - $1.73M
|
28.3K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.13K+ 49.4% |
$313K - $342K
|
15.5K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-889- 14.5% |
$54.1K - $59.3K
|
5.24K
$351K
|
|