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 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.86KClosed |
$296K - $358K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.82KClosed |
$395K - $477K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
9.22KNew |
$466K - $563K
|
9.22K
$589K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
970New |
$49.1K - $59.2K
|
970
$62.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-5.21KClosed |
$264K - $318K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.12KNew |
$158K - $190K
|
3.12K
$199K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-5.05KClosed |
$256K - $309K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.29K+ 18.01% |
$166K - $201K
|
21.5K
$1.38M
|
|
| Q1 2022 | |||||||
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-30.4KClosed |
$1.68M - $1.96M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
389New |
$21.5K - $25.1K
|
389
$24.9K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-5.21KClosed |
$288K - $336K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.18KClosed |
$176K - $205K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.6KNew |
$584K - $681K
|
10.6K
$675K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
17New |
$940 - $1.1K
|
17
$1.09K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
72New |
$3.98K - $4.65K
|
72
$4.61K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
58New |
$3.53K - $3.81K
|
58
$3.71K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-152Closed |
$9.26K - $9.99K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-316Closed |
$19.3K - $20.8K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-264Closed |
$16.1K - $17.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19KClosed |
$1.08M - $1.17M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$127K - $138K
|
2.25K
$144K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-50KClosed |
$2.43M - $2.7M
|
0
$0
|
|