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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 9.4% |
$8.75M - $9.9M
|
1.68M
$125M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
687+ 0.35% |
$41.7K - $47.1K
|
196K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
922+ 4.32% |
$55.9K - $63.2K
|
22.3K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-12.3K- 1.63% |
$744K - $841K
|
739K
$54.8M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-834- 0.58% |
$50.6K - $57.2K
|
144K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-8.89K- 4.54% |
$539K - $609K
|
187K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18.7KNew |
$1.13M - $1.28M
|
18.7K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
622+ 7.26% |
$37.7K - $42.6K
|
9.19K
$682K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.05K+ 26.95% |
$185K - $209K
|
14.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
93+ 7.15% |
$5.64K - $6.38K
|
1.39K
$103K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.53K+ 0.95% |
$92.8K - $105K
|
163K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.44K+ 16.62% |
$208K - $235K
|
24.1K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8.73K+ 4.18% |
$529K - $598K
|
218K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09KNew |
$187K - $212K
|
3.09K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
612+ 18.68% |
$37.1K - $42K
|
3.89K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
226KNew |
$13.7M - $15.5M
|
226K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
271KNew |
$16.4M - $18.6M
|
271K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-243- 0.65% |
$14.7K - $16.7K
|
37.4K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.68K- 14.96% |
$162K - $184K
|
15.2K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
67+ 55.83% |
$4.06K - $4.59K
|
187
$13.9K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
18.7K+ 6.95% |
$1.13M - $1.28M
|
287K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.74KNew |
$288K - $325K
|
4.74K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-265- 0.36% |
$16.1K - $18.2K
|
73.8K
$5.48M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-454- 6.39% |
$27.5K - $31.1K
|
6.65K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.89K- 6.94% |
$115K - $130K
|
25.3K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.86K+ 7.46% |
$173K - $196K
|
41.1K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-37.1K- 29.51% |
$2.25M - $2.55M
|
88.7K
$6.58M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
502+ 0.28% |
$30.4K - $34.4K
|
179K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 46.02% |
$80.7K - $91.2K
|
4.22K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
9.52KNew |
$577K - $653K
|
9.52K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-423- 0.45% |
$25.6K - $29K
|
93.4K
$6.93M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
202+ 0.54% |
$12.2K - $13.8K
|
37.4K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-823- 0.28% |
$49.9K - $56.4K
|
294K
$21.8M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-235- 3.26% |
$14.2K - $16.1K
|
6.97K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.11K+ 32.71% |
$249K - $282K
|
16.7K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.21K- 2.87% |
$195K - $220K
|
109K
$8.09M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8K+ 51.26% |
$485K - $548K
|
23.6K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
73.7K+ 21.66% |
$4.47M - $5.05M
|
414K
$30.7M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
16.7K+ 6.79% |
$1.01M - $1.14M
|
263K
$19.5M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.6KNew |
$701K - $792K
|
11.6K
$857K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.55K- 6.0% |
$155K - $175K
|
40K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
147New |
$8.91K - $10.1K
|
147
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.96K+ 7.39% |
$119K - $134K
|
28.5K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
7.39K+ 28.28% |
$448K - $507K
|
33.5K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.6K+ 3.04% |
$97.1K - $110K
|
54.2K
$4.02M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
208K+ 36.38% |
$12.6M - $14.3M
|
781K
$58M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2K+ 1562.48% |
$1.04M - $1.18M
|
18.3K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-188- 4.57% |
$11.4K - $12.9K
|
3.92K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-466- 2.42% |
$28.3K - $31.9K
|
18.8K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.46K+ 1.68% |
$210K - $237K
|
210K
$15.6M
|