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 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
117K+ 6.75% |
$7.05M - $7.94M
|
1.86M
$117M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.12KNew |
$247K - $279K
|
4.12K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
566+ 4.36% |
$34K - $38.3K
|
13.6K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.91KNew |
$235K - $264K
|
3.91K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.37K- 16.63% |
$322K - $363K
|
26.9K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.61K+ 2.86% |
$457K - $515K
|
274K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.82KNew |
$470K - $529K
|
7.82K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.57K+ 58.57% |
$155K - $174K
|
6.97K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.6K+ 4.6% |
$397K - $447K
|
150K
$9.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.83K+ 12.67% |
$350K - $395K
|
51.8K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.13KNew |
$369K - $415K
|
6.13K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.7K- 52.33% |
$3.23M - $3.63M
|
48.9K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.3K+ 11.45% |
$5.67M - $6.38M
|
918K
$57.8M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-125- 5.6% |
$7.51K - $8.46K
|
2.11K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
5.35K+ 5.37% |
$322K - $362K
|
105K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.6KNew |
$1.6M - $1.8M
|
26.6K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
30.7K+ 139.01% |
$1.84M - $2.08M
|
52.7K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.78K+ 41.42% |
$287K - $324K
|
16.3K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-101- 1.84% |
$6.07K - $6.83K
|
5.39K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-828- 3.51% |
$49.8K - $56K
|
22.7K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.6KNew |
$1.6M - $1.8M
|
26.6K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
13New |
$781 - $880
|
13
$819
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
260+ 2.64% |
$15.6K - $17.6K
|
10.1K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
215K+ 14.44% |
$12.9M - $14.5M
|
1.7M
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.66M- 98.29% |
$280M - $316M
|
81.2K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
465K+ 18.83% |
$27.9M - $31.5M
|
2.93M
$185M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.38K- 2.89% |
$203K - $228K
|
113K
$7.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
359+ 5.37% |
$21.6K - $24.3K
|
7.04K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.51K+ 10.68% |
$91K - $102K
|
15.7K
$988K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 69.82% |
$959K - $1.08M
|
38.8K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.12K- 0.34% |
$187K - $211K
|
902K
$56.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.49K- 3.03% |
$390K - $439K
|
208K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18K+ 19.43% |
$1.08M - $1.22M
|
111K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-525- 4.93% |
$31.5K - $35.5K
|
10.1K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-7.65K- 7.48% |
$460K - $518K
|
94.6K
$5.96M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
52.5KNew |
$3.15M - $3.55M
|
52.5K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
823+ 16.63% |
$49.5K - $55.7K
|
5.77K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
326KNew |
$19.6M - $22.1M
|
326K
$20.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135K- 58.27% |
$8.1M - $9.12M
|
96.5K
$6.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 27.43% |
$29.7K - $33.4K
|
1.31K
$82.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
20.1K+ 2.23% |
$1.21M - $1.36M
|
919K
$57.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.34KNew |
$141K - $159K
|
2.34K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.37K+ 1.91% |
$82.4K - $92.8K
|
73.3K
$4.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.09K+ 25.06% |
$246K - $276K
|
20.4K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.8K- 22.41% |
$769K - $866K
|
44.3K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 21.54% |
$14.4M - $16.3M
|
1.36M
$85.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13KNew |
$248K - $279K
|
4.13K
$260K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.4K+ 1042.98% |
$2.61M - $2.94M
|
47.6K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
51+ 0.24% |
$3.06K - $3.45K
|
21.3K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.6K+ 4.53% |
$216K - $244K
|
83.1K
$5.24M
|