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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
800+ 3.27% |
$48.1K - $54.1K
|
25.2K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.37K+ 0.59% |
$82.1K - $92.5K
|
233K
$14.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.13KNew |
$308K - $347K
|
5.13K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.72K+ 1.17% |
$103K - $116K
|
149K
$9.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
900+ 5.98% |
$54.1K - $60.9K
|
16K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.32K+ 7.73% |
$79K - $89K
|
18.3K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.3M+ 29.01% |
$77.8M - $87.7M
|
5.76M
$363M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
34+ 13.82% |
$2.04K - $2.3K
|
280
$17.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
89+ 0.85% |
$5.35K - $6.02K
|
10.5K
$662K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
134+ 382.86% |
$8.05K - $9.07K
|
169
$10.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-965- 1.69% |
$58K - $65.3K
|
56.1K
$3.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
40+ 0.06% |
$2.4K - $2.71K
|
69.3K
$4.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
121KNew |
$7.29M - $8.21M
|
121K
$7.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
337K+ 1002.28% |
$20.2M - $22.8M
|
370K
$23.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
95+ 0.14% |
$5.71K - $6.43K
|
69.1K
$4.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.5K- 40.63% |
$991K - $1.12M
|
24.1K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3.5K+ 5.82% |
$210K - $237K
|
63.6K
$4.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 35.14% |
$8.57M - $9.65M
|
548K
$34.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 1.4% |
$78.1K - $87.9K
|
93.9K
$5.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 0.39% |
$6.01K - $6.77K
|
25.3K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.33K+ 0.69% |
$79.8K - $89.9K
|
194K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10.4K+ 32.31% |
$626K - $705K
|
42.7K
$2.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
741+ 1.36% |
$44.5K - $50.1K
|
55.2K
$3.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-777- 3.38% |
$46.7K - $52.6K
|
22.2K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
47.6K+ 7.92% |
$2.86M - $3.22M
|
650K
$40.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-23.6K- 3.48% |
$1.42M - $1.6M
|
653K
$41.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.91K+ 6.76% |
$355K - $400K
|
93.4K
$5.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.68K+ 25.72% |
$221K - $249K
|
18K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-974- 23.58% |
$58.5K - $65.9K
|
3.16K
$199K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
170+ 2.81% |
$10.2K - $11.5K
|
6.21K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$191K - $215K
|
3.17K
$200K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.06K+ 0.75% |
$63.8K - $71.9K
|
142K
$8.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.5K- 6.98% |
$150K - $169K
|
33.3K
$2.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-28.8K- 65.64% |
$1.73M - $1.95M
|
15.1K
$951K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.7K+ 6.94% |
$1.55M - $1.74M
|
396K
$25M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.29KNew |
$438K - $494K
|
7.29K
$459K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-20.1K- 10.41% |
$1.21M - $1.36M
|
173K
$10.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
27.1K+ 11.1% |
$1.63M - $1.83M
|
271K
$17.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.57K- 7.3% |
$155K - $174K
|
32.7K
$2.06M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-185- 0.57% |
$11.1K - $12.5K
|
32.1K
$2.03M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
187KNew |
$11.5M - $12.2M
|
187K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
96+ 48.0% |
$5.87K - $6.27K
|
296
$18.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
94.8K+ 121.03% |
$5.8M - $6.19M
|
173K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 0.63% |
$3.67K - $3.92K
|
9.53K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
120New |
$7.34K - $7.83K
|
120
$7.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-169- 2.37% |
$10.3K - $11K
|
6.97K
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.6KNew |
$159K - $169K
|
2.6K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 18.97% |
$93.5K - $99.8K
|
9.59K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$175K - $186K
|
2.86K
$180K
|
|