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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.88K- 17.89% |
$349K - $437K
|
27K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.86K+ 9.53% |
$407K - $510K
|
78.8K
$6.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
45K+ 6.53% |
$2.67M - $3.35M
|
735K
$56.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.1K+ 37.66% |
$1.79M - $2.24M
|
110K
$8.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.8K+ 5.22% |
$938K - $1.18M
|
319K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
13.7K+ 8.36% |
$810K - $1.02M
|
177K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20.6K- 9.46% |
$1.22M - $1.53M
|
197K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.9K+ 5.16% |
$2.01M - $2.52M
|
691K
$53M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-684- 0.29% |
$40.6K - $50.9K
|
238K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.3K+ 44.2% |
$1.74M - $2.18M
|
95.5K
$7.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
222KNew |
$13.2M - $16.5M
|
222K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
522+ 1.93% |
$31K - $38.8K
|
27.6K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
150New |
$8.9K - $11.2K
|
150
$11.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.3K+ 4.57% |
$2.98M - $3.74M
|
1.15M
$88.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.8KNew |
$166K - $208K
|
2.8K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.84K- 14.59% |
$109K - $137K
|
10.8K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.21K+ 3.43% |
$190K - $238K
|
96.6K
$7.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.98K+ 5.89% |
$117K - $147K
|
35.5K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-780- 0.78% |
$46.3K - $58K
|
98.8K
$7.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$169K - $212K
|
2.86K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
12.7K+ 38.46% |
$752K - $942K
|
45.6K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.6K- 6.65% |
$95.1K - $119K
|
22.5K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6K+ 6.54% |
$356K - $446K
|
97.8K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.72K+ 6.69% |
$339K - $425K
|
91.2K
$6.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-293- 1.55% |
$17.4K - $21.8K
|
18.6K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.32K- 12.7% |
$78.1K - $97.9K
|
9.04K
$693K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.17K- 15.98% |
$188K - $236K
|
16.7K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
166+ 2.43% |
$9.85K - $12.3K
|
7.01K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8K+ 63.31% |
$522K - $654K
|
22.7K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.49M - $1.87M
|
25.2K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
134K+ 26.65% |
$7.97M - $9.99M
|
638K
$48.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
299K+ 17.81% |
$17.7M - $22.2M
|
1.98M
$152M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.9K+ 91.12% |
$231K - $290K
|
8.18K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15- 0.39% |
$890 - $1.12K
|
3.79K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.32K+ 97.54% |
$375K - $470K
|
12.8K
$980K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-688- 0.79% |
$40.8K - $51.2K
|
85.9K
$6.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
112+ 1.7% |
$6.64K - $8.33K
|
6.68K
$512K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.01K- 28.9% |
$534K - $670K
|
22.2K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66.4K- 76.15% |
$3.94M - $4.94M
|
20.8K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.67K+ 131.1% |
$98.8K - $124K
|
2.94K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.36M+ 67.22% |
$80.5M - $101M
|
3.38M
$259M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.5K+ 298.73% |
$1.15M - $1.45M
|
26K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-5.58K- 47.56% |
$331K - $415K
|
6.15K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-256- 6.0% |
$15.2K - $19K
|
4.01K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
165K+ 49.58% |
$9.79M - $12.3M
|
498K
$38.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6.62K+ 406.26% |
$393K - $492K
|
8.25K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
37.4KNew |
$2.22M - $2.78M
|
37.4K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-16.8K- 18.19% |
$996K - $1.25M
|
75.5K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.22K+ 5.44% |
$428K - $537K
|
140K
$10.7M
|