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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
2.25K+ 3.15% |
$135K - $152K
|
73.8K
$4.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.64K+ 1.94% |
$218K - $246K
|
191K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
494+ 1.37% |
$29.7K - $33.4K
|
36.4K
$2.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-828- 1.29% |
$49.8K - $56K
|
63.1K
$3.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8K+ 7.24% |
$710K - $799K
|
175K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12K+ 3.78% |
$720K - $811K
|
329K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-185- 3.91% |
$11.1K - $12.5K
|
4.54K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-33- 0.66% |
$1.98K - $2.23K
|
4.94K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
52.9KNew |
$3.18M - $3.58M
|
52.9K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.9K+ 2.07% |
$2.94M - $3.31M
|
2.41M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.3K- 33.28% |
$1.22M - $1.37M
|
40.7K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 35.04% |
$387K - $435K
|
24.8K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28K+ 8.1% |
$1.68M - $1.89M
|
374K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104K+ 115.16% |
$6.24M - $7.03M
|
194K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.57K+ 0.89% |
$214K - $241K
|
402K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.32K- 20.7% |
$440K - $495K
|
28K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 14.05% |
$3.21M - $3.62M
|
434K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
176New |
$10.6K - $11.9K
|
176
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.16K+ 66.27% |
$550K - $620K
|
23K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-64.4K- 29.68% |
$3.87M - $4.36M
|
153K
$9.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
784+ 3.49% |
$47.1K - $53.1K
|
23.2K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.67K+ 81.51% |
$280K - $316K
|
10.4K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-119- 5.21% |
$7.15K - $8.05K
|
2.17K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1K- 20.31% |
$60.3K - $67.9K
|
3.94K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-52.6K- 49.74% |
$3.16M - $3.56M
|
53.2K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
139+ 0.72% |
$8.35K - $9.41K
|
19.3K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
899+ 11.95% |
$54K - $60.8K
|
8.42K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.3K+ 155.18% |
$977K - $1.1M
|
26.7K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.59K+ 25.22% |
$396K - $446K
|
32.7K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.3K+ 8.36% |
$738K - $831K
|
159K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.76K+ 10.23% |
$166K - $187K
|
29.7K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.69K- 1.84% |
$221K - $249K
|
196K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
416+ 1.17% |
$25K - $28.2K
|
36K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 19.11% |
$8.01M - $9.02M
|
831K
$52.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40K+ 6.31% |
$2.4M - $2.7M
|
673K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.88KNew |
$233K - $262K
|
3.88K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.43K+ 64.98% |
$326K - $367K
|
13.8K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
344K+ 271.68% |
$20.7M - $23.3M
|
471K
$29.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7.5K+ 132.72% |
$451K - $508K
|
13.2K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.24K+ 33.17% |
$74.2K - $83.6K
|
4.96K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22K+ 5.35% |
$1.32M - $1.49M
|
434K
$27.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.56K- 3.45% |
$93.4K - $105K
|
43.6K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.9K- 9.05% |
$174K - $196K
|
29.1K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-785- 42.48% |
$47.2K - $53.1K
|
1.06K
$67K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.01% |
$180 - $203
|
48K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
4.05K+ 56.69% |
$244K - $274K
|
11.2K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5+ 0.88% |
$300 - $338
|
575
$36.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.73K+ 21.26% |
$104K - $117K
|
9.87K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-128- 0.43% |
$7.69K - $8.66K
|
29.4K
$1.85M
|