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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.3% |
$237 - $297
|
1.34K
$99.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
808+ 0.51% |
$47.9K - $60.1K
|
160K
$11.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.32K- 0.56% |
$78.1K - $97.9K
|
234K
$17.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
214K+ 113.19% |
$12.7M - $15.9M
|
404K
$30M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
89.4KNew |
$5.31M - $6.65M
|
89.4K
$6.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.21K- 0.8% |
$309K - $388K
|
649K
$48.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-134- 20.33% |
$7.95K - $9.96K
|
525
$39K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-185- 2.98% |
$11K - $13.8K
|
6.01K
$446K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-31- 10.47% |
$1.84K - $2.31K
|
265
$19.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
195New |
$11.6K - $14.5K
|
195
$14.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
365+ 1.75% |
$21.7K - $27.1K
|
21.3K
$1.58M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
22.4K+ 15.66% |
$1.33M - $1.67M
|
165K
$12.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.2K- 3.55% |
$71.2K - $89.2K
|
32.6K
$2.42M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
17K+ 6.78% |
$1.01M - $1.27M
|
268K
$19.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.44KNew |
$263K - $330K
|
4.44K
$330K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.19KNew |
$130K - $163K
|
2.19K
$163K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
4.26KNew |
$259K - $292K
|
4.26K
$316K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.16K- 4.73% |
$131K - $148K
|
43.5K
$3.22M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.72K- 12.8% |
$589K - $666K
|
66.2K
$4.92M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.15K- 23.21% |
$69.8K - $78.9K
|
3.81K
$283K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
41KNew |
$2.48M - $2.81M
|
41K
$3.04M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
122+ 0.65% |
$7.4K - $8.36K
|
18.9K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
16New |
$970 - $1.1K
|
16
$1.19K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
561K+ 41.98% |
$34M - $38.5M
|
1.9M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 17.54% |
$8.73M - $9.87M
|
965K
$71.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 32.63% |
$102K - $115K
|
6.85K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
9.48KNew |
$575K - $650K
|
9.48K
$704K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76.1K+ 91.2% |
$4.61M - $5.22M
|
160K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.21K+ 49.18% |
$134K - $151K
|
6.69K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.07K+ 58.95% |
$368K - $416K
|
16.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.94K- 5.1% |
$178K - $202K
|
54.7K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-344- 0.37% |
$20.9K - $23.6K
|
92.2K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
493New |
$29.9K - $33.8K
|
493
$36.6K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 62.0% |
$1M - $1.13M
|
43.3K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.7K+ 83.55% |
$1.92M - $2.17M
|
69.6K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.4K+ 1.92% |
$388K - $439K
|
340K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 123.88% |
$2.71M - $3.06M
|
80.8K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 2.54% |
$79.1K - $89.4K
|
50K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
70.8K+ 253.67% |
$4.29M - $4.85M
|
98.7K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.6K+ 18.94% |
$642K - $726K
|
66.5K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
76+ 0.16% |
$4.61K - $5.21K
|
47.3K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.5K- 5.06% |
$2.4M - $2.71M
|
741K
$55M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-29- 0.08% |
$1.76K - $1.99K
|
38.4K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.6K+ 14.96% |
$2.04M - $2.31M
|
259K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
570K+ 94.01% |
$34.5M - $39.1M
|
1.18M
$87.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.38K- 8.88% |
$83.5K - $94.5K
|
14.1K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
241KNew |
$14.6M - $16.5M
|
241K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.12K- 36.95% |
$311K - $351K
|
8.74K
$649K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
5.4KNew |
$327K - $370K
|
5.4K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.74K+ 4.16% |
$287K - $325K
|
119K
$8.81M
|
|