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 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
25New |
$1.14K - $1.37K
|
25
$1.86K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
20.3KNew |
$926K - $1.12M
|
20.3K
$1.51M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-151Closed |
$6.85K - $8.24K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
29.1K+ 11.83% |
$1.32M - $1.59M
|
275K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
20.3KNew |
$921K - $1.11M
|
20.3K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
19K+ 165.74% |
$861K - $1.04M
|
30.4K
$2.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.67KNew |
$257K - $310K
|
5.67K
$421K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
305K+ 20.26% |
$13.8M - $16.6M
|
1.81M
$134M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
6.25K+ 4.15% |
$283K - $341K
|
157K
$11.6M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.52KClosed |
$76.7K - $92.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.6KClosed |
$182K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-52.6KClosed |
$2.66M - $3.22M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
42+ 0.21% |
$2.13K - $2.57K
|
20.3K
$1.51M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.5K- 46.69% |
$177K - $214K
|
4K
$297K
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
9.22KNew |
$466K - $563K
|
9.22K
$684K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
970New |
$49.1K - $59.2K
|
970
$72K
|
|
|
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
$231K
|
|
|
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
$1.6M
|
|
| 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
$28.9K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.6KNew |
$584K - $681K
|
10.6K
$783K
|
|
|
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
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
17New |
$940 - $1.1K
|
17
$1.26K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
72New |
$3.98K - $4.65K
|
72
$5.34K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
58New |
$3.53K - $3.81K
|
58
$4.3K
|
|
|
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
|
|
| 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
$167K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-50KClosed |
$2.43M - $2.7M
|
0
$0
|
|