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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.64KNew |
$467K - $499K
|
7.64K
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
110K+ 34.75% |
$6.73M - $7.18M
|
427K
$26.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
577+ 3.34% |
$35.3K - $37.7K
|
17.8K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.7K+ 10.78% |
$717K - $766K
|
121K
$7.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.44K+ 60.33% |
$149K - $159K
|
6.48K
$408K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-390- 6.33% |
$23.9K - $25.5K
|
5.77K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
125New |
$7.65K - $8.16K
|
125
$7.88K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.39KNew |
$330K - $352K
|
5.39K
$340K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$61.2 - $65.3
|
10
$630
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-12.8K- 7.92% |
$781K - $834K
|
148K
$9.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
641+ 12.65% |
$39.2K - $41.9K
|
5.71K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
6K+ 639.87% |
$367K - $392K
|
6.94K
$437K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
722New |
$44.2K - $47.1K
|
722
$45.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
148+ 3.45% |
$9.05K - $9.66K
|
4.43K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
60New |
$3.67K - $3.92K
|
60
$3.78K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
53New |
$3.24K - $3.46K
|
53
$3.34K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06K+ 8.69% |
$65.1K - $69.5K
|
13.3K
$839K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.37KNew |
$83.8K - $89.4K
|
1.37K
$86.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
185K+ 40.37% |
$11.3M - $12.1M
|
642K
$40.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
46+ 1.31% |
$2.81K - $3K
|
3.56K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.94K- 32.64% |
$180K - $192K
|
6.07K
$382K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$12.2K - $13.1K
|
200
$12.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
32.3KNew |
$1.97M - $2.11M
|
32.3K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-9- 0.27% |
$551 - $588
|
3.28K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
61+ 1.38% |
$3.73K - $3.98K
|
4.49K
$283K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
125KNew |
$7.63M - $8.14M
|
125K
$7.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
298New |
$18.2K - $19.5K
|
298
$18.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.1K- 9.92% |
$985K - $1.05M
|
146K
$9.21M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
457New |
$26.6K - $29.2K
|
457
$28.8K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.15K- 12.6% |
$184K - $201K
|
21.9K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-609- 87.0% |
$35.5K - $38.9K
|
91
$5.73K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.1KNew |
$64K - $70.1K
|
1.1K
$69.2K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1KNew |
$822K - $900K
|
14.1K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-82- 61.19% |
$4.78K - $5.23K
|
52
$3.28K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.54KNew |
$206K - $226K
|
3.54K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
117New |
$6.82K - $7.47K
|
117
$7.37K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.63K+ 2.81% |
$95K - $104K
|
59.6K
$3.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 4.39% |
$63.1K - $69.1K
|
23.6K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-650- 11.32% |
$37.9K - $41.5K
|
5.09K
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
30New |
$1.75K - $1.91K
|
30
$1.89K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
34New |
$1.98K - $2.17K
|
34
$2.14K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
41.1K+ 66.43% |
$2.4M - $2.62M
|
103K
$6.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.43K- 16.23% |
$83.4K - $91.3K
|
7.38K
$465K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 4.01% |
$17.5K - $19.1K
|
7.19K
$453K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49New |
$2.86K - $3.13K
|
49
$3.09K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.65KNew |
$246K - $282K
|
4.65K
$293K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
275New |
$14.6K - $16.7K
|
275
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
160New |
$8.48K - $9.7K
|
160
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.84KNew |
$256K - $293K
|
4.84K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 11.19% |
$79.6K - $91.1K
|
11.9K
$752K
|
|