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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
209+ 1.59% |
$12.7K - $14.3K
|
13.4K
$994K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.35K+ 52.7% |
$567K - $641K
|
27.1K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
193+ 0.03% |
$11.7K - $13.2K
|
689K
$51.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.7K+ 18.85% |
$1.19M - $1.35M
|
124K
$9.21M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.52K+ 6.41% |
$153K - $173K
|
41.8K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-923- 4.92% |
$56K - $63.3K
|
17.9K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.62K+ 46.3% |
$98.3K - $111K
|
5.13K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.01K- 4.84% |
$61.2K - $69.2K
|
19.8K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.66KNew |
$343K - $388K
|
5.66K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
29.9K+ 68.83% |
$1.82M - $2.05M
|
73.4K
$5.45M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.68K- 29.24% |
$102K - $115K
|
4.06K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-723- 0.8% |
$43.8K - $49.6K
|
90.1K
$6.69M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
300+ 0.28% |
$18.2K - $20.6K
|
106K
$7.84M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.9K+ 3.43% |
$5.09M - $5.75M
|
2.53M
$188M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
271+ 2.0% |
$16.4K - $18.6K
|
13.8K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
38.6KNew |
$2.34M - $2.65M
|
38.6K
$2.86M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.63K- 61.8% |
$341K - $386K
|
3.48K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.03K- 10.91% |
$244K - $276K
|
32.9K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-122- 37.65% |
$7.4K - $8.36K
|
202
$15K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
645+ 16.92% |
$39.1K - $44.2K
|
4.46K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.2K+ 69.45% |
$497K - $562K
|
20K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.2K+ 64.27% |
$1.1M - $1.25M
|
46.6K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-5.27K- 12.86% |
$320K - $361K
|
35.7K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97K+ 25.64% |
$5.88M - $6.65M
|
475K
$35.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
122K+ 37.16% |
$7.39M - $8.36M
|
450K
$33.4M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-1.87K- 0.56% |
$113K - $128K
|
331K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
144+ 1.15% |
$8.73K - $9.87K
|
12.7K
$942K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-183K- 99.82% |
$11.1M - $12.5M
|
334
$24.8K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.8K- 3.17% |
$170K - $192K
|
85.5K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
313+ 1.48% |
$19K - $21.5K
|
21.5K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 21.43% |
$18.2K - $20.6K
|
1.7K
$126K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-19.6K- 11.07% |
$1.19M - $1.35M
|
158K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8+ 0.69% |
$485 - $548
|
1.17K
$86.8K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
462New |
$28K - $31.7K
|
462
$34.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
860+ 243.63% |
$52.1K - $59K
|
1.21K
$90K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
25.8K+ 8.04% |
$1.57M - $1.77M
|
347K
$25.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
600+ 38.1% |
$36.4K - $41.1K
|
2.18K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.2K+ 8.16% |
$1.89M - $2.14M
|
414K
$30.7M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-6.01K- 18.08% |
$365K - $412K
|
27.3K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
830+ 7.91% |
$50.3K - $56.9K
|
11.3K
$840K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.87K+ 4.49% |
$113K - $128K
|
43.5K
$3.23M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
788+ 4.48% |
$47.8K - $54K
|
18.4K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.9K- 8.52% |
$176K - $199K
|
31.2K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.45K- 2.07% |
$391K - $442K
|
305K
$22.6M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
118KNew |
$7.18M - $8.12M
|
118K
$8.79M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.11K- 44.5% |
$128K - $145K
|
2.63K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
9.43K+ 33.95% |
$572K - $646K
|
37.2K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 3.04% |
$742K - $839K
|
415K
$30.8M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.42KNew |
$389K - $440K
|
6.42K
$476K
|