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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.65K+ 2.96% |
$221K - $250K
|
127K
$9.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.83K+ 9.12% |
$111K - $126K
|
21.9K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$485 - $548
|
8
$594
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-192- 1.8% |
$11.6K - $13.2K
|
10.5K
$777K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 33.99% |
$73.4K - $83K
|
4.77K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.4K- 2.0% |
$814K - $921K
|
657K
$48.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.93KNew |
$299K - $338K
|
4.93K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-50K- 13.07% |
$3.03M - $3.43M
|
333K
$24.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.62K+ 1.93% |
$98.2K - $111K
|
85.5K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
383+ 30.71% |
$23.2K - $26.3K
|
1.63K
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-781- 1.79% |
$47.4K - $53.5K
|
42.8K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-46.6K- 6.9% |
$2.83M - $3.2M
|
629K
$46.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.92K+ 3.39% |
$541K - $612K
|
272K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-574- 2.68% |
$34.8K - $39.3K
|
20.9K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.67K- 10.52% |
$101K - $114K
|
14.2K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.2K- 27.08% |
$2.5M - $2.82M
|
111K
$8.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.7K+ 14.94% |
$1.56M - $1.76M
|
198K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
7.89K+ 23.69% |
$478K - $541K
|
41.2K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.2KNew |
$134K - $151K
|
2.2K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.4KNew |
$628K - $710K
|
10.4K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.9KNew |
$1.15M - $1.3M
|
18.9K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.48K- 8.81% |
$150K - $170K
|
25.6K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.77K- 1.83% |
$229K - $258K
|
202K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.6K+ 44.48% |
$218K - $247K
|
11.7K
$868K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 7.08% |
$6.36M - $7.19M
|
1.38M
$102M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
25.9K+ 8.78% |
$1.57M - $1.78M
|
321K
$23.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-758- 0.87% |
$46K - $52K
|
86.4K
$6.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.93K+ 21.44% |
$178K - $201K
|
16.6K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 8.75% |
$89.7K - $101K
|
15.4K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.15K+ 7.84% |
$130K - $147K
|
29.6K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.6K+ 15.85% |
$1.01M - $1.14M
|
121K
$9M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
18K+ 24.4% |
$1.09M - $1.23M
|
91.8K
$6.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.64K+ 13.9% |
$342K - $387K
|
46.2K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-64.3K- 7.97% |
$3.9M - $4.41M
|
743K
$55.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.4KNew |
$84.9K - $96K
|
1.4K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-495- 0.45% |
$30K - $33.9K
|
110K
$8.2M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-864- 1.76% |
$52.4K - $59.2K
|
48.3K
$3.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.85K+ 28.57% |
$294K - $332K
|
21.8K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
871+ 1.74% |
$52.8K - $59.7K
|
50.8K
$3.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.4K- 20.43% |
$85.1K - $96.2K
|
5.46K
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-41.5K- 10.77% |
$2.52M - $2.84M
|
344K
$25.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$60.6 - $68.6
|
1
$74.2
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
28+ 93.33% |
$1.7K - $1.92K
|
58
$4.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.22K- 38.5% |
$73.7K - $83.3K
|
1.94K
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
5.56KNew |
$337K - $381K
|
5.56K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.27KNew |
$259K - $293K
|
4.27K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.27K+ 17.34% |
$380K - $430K
|
42.4K
$3.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
560+ 0.45% |
$34K - $38.4K
|
125K
$9.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
631+ 7.62% |
$38.3K - $43.3K
|
8.92K
$662K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.29K- 12.31% |
$139K - $157K
|
16.3K
$1.21M
|