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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
344+ 7.56% |
$18.2K - $20.9K
|
4.9K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
876New |
$46.4K - $53.1K
|
876
$55.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-48- 0.4% |
$2.54K - $2.91K
|
12K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 11.19% |
$79.6K - $91.1K
|
11.9K
$751K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
160New |
$8.48K - $9.7K
|
160
$10.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.08KNew |
$216K - $247K
|
4.08K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
32New |
$1.7K - $1.94K
|
32
$2.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.98K+ 48.62% |
$211K - $241K
|
12.2K
$765K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
833+ 1.28% |
$44.1K - $50.5K
|
65.8K
$4.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
29.4KNew |
$1.56M - $1.78M
|
29.4K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-878- 18.34% |
$46.5K - $53.2K
|
3.91K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
724+ 4.46% |
$38.4K - $43.9K
|
17K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$5.3K - $6.06K
|
100
$6.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
67+ 1.28% |
$3.55K - $4.06K
|
5.31K
$334K
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
28.1KNew |
$1.49M - $1.7M
|
28.1K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2K+ 500.0% |
$106K - $121K
|
2.4K
$151K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.5K+ 6.53% |
$556K - $636K
|
171K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
134New |
$7.1K - $8.12K
|
134
$8.44K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-360- 7.09% |
$19.1K - $21.8K
|
4.71K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7.36KNew |
$390K - $446K
|
7.36K
$463K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.7KNew |
$317K - $340K
|
5.7K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-281K- 99.39% |
$15.6M - $16.8M
|
1.73K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2.8KNew |
$156K - $167K
|
2.8K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.07K- 13.94% |
$171K - $183K
|
19K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
340New |
$18.9K - $20.3K
|
340
$21.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.78KNew |
$210K - $225K
|
3.78K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33.5K+ 5.71% |
$1.86M - $1.99M
|
619K
$39M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.92K+ 30.95% |
$106K - $114K
|
8.1K
$510K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.19K- 86.53% |
$177K - $190K
|
497
$31.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
429+ 2.31% |
$23.8K - $25.6K
|
19K
$1.2M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
130+ 0.15% |
$7.24K - $7.7K
|
89.5K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.29K- 4.83% |
$71.9K - $76.5K
|
25.5K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
146New |
$8.13K - $8.65K
|
146
$9.19K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
26.7K+ 15.78% |
$1.48M - $1.58M
|
196K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-100- 2.37% |
$5.57K - $5.92K
|
4.13K
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.16K- 8.58% |
$64.8K - $68.9K
|
12.4K
$781K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
138+ 460.0% |
$7.68K - $8.17K
|
168
$10.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-27.3K- 87.6% |
$1.52M - $1.61M
|
3.86K
$243K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
57New |
$3.17K - $3.38K
|
57
$3.59K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.17KNew |
$62.2K - $68.1K
|
1.17K
$73.4K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$866K - $947K
|
16.2K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.42KNew |
$76K - $83.1K
|
1.42K
$89.7K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3.8KNew |
$203K - $222K
|
3.8K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.7KNew |
$1.21M - $1.33M
|
22.7K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.7KNew |
$411K - $450K
|
7.7K
$485K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.72KNew |
$199K - $217K
|
3.72K
$234K
|
|
| Q4 2022 | |||||||
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9.89KNew |
$450K - $543K
|
9.89K
$622K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 3.38% |
$637 - $769
|
400
$25.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7New |
$319 - $385
|
7
$441
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
69.6KNew |
$3.17M - $3.83M
|
69.6K
$4.38M
|
|