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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-37.3K- 50.0% |
$2.26M - $2.56M
|
37.3K
$2.77M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-1.01K- 3.17% |
$60.9K - $68.9K
|
30.7K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 2.0% |
$121 - $137
|
102
$7.57K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.68K+ 11.93% |
$162K - $183K
|
25.1K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24.1KNew |
$1.46M - $1.65M
|
24.1K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.23KNew |
$317K - $359K
|
5.23K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-341- 5.62% |
$20.7K - $23.4K
|
5.72K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-7.7K- 25.7% |
$467K - $528K
|
22.3K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.03% |
$115K - $130K
|
91.3K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.75K+ 2.54% |
$106K - $120K
|
70.5K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.03K+ 0.78% |
$123K - $139K
|
262K
$19.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 20.44% |
$115K - $130K
|
11.2K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.06K+ 1.14% |
$125K - $141K
|
183K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.27K+ 11.49% |
$138K - $155K
|
22K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$66.1K - $74.8K
|
1.09K
$81K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
64.7K+ 9.61% |
$3.93M - $4.44M
|
739K
$54.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-50- 1.27% |
$3.03K - $3.43K
|
3.89K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-185K- 96.57% |
$11.2M - $12.7M
|
6.57K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$320K - $362K
|
5.28K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
486+ 6.39% |
$29.5K - $33.3K
|
8.09K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
5.57KNew |
$338K - $382K
|
5.57K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.3K+ 4.26% |
$1.96M - $2.21M
|
789K
$58.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.07KNew |
$186K - $210K
|
3.07K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
33.5K+ 41.3% |
$2.03M - $2.3M
|
115K
$8.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-402- 8.15% |
$24.4K - $27.6K
|
4.53K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
702+ 1.27% |
$42.6K - $48.1K
|
55.8K
$4.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-244- 0.78% |
$14.8K - $16.7K
|
31K
$2.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.3K- 74.79% |
$321K - $363K
|
1.79K
$133K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.86K+ 16.2% |
$476K - $539K
|
56.4K
$4.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.67K- 33.26% |
$344K - $389K
|
11.4K
$845K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
638+ 0.74% |
$38.7K - $43.7K
|
86.6K
$6.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36- 0.43% |
$2.18K - $2.47K
|
8.39K
$623K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.23K+ 21.53% |
$196K - $221K
|
18.2K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.25K+ 8.23% |
$75.7K - $85.6K
|
16.4K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.2K+ 7.93% |
$315K - $356K
|
70.7K
$5.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.1K+ 3.62% |
$127K - $144K
|
59.9K
$4.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
40.7K+ 3.45% |
$2.47M - $2.79M
|
1.22M
$90.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.19K+ 2.5% |
$254K - $287K
|
172K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
45.5K+ 27.14% |
$2.76M - $3.12M
|
213K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.79K+ 23.33% |
$472K - $534K
|
41.2K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25.8K+ 13.44% |
$1.56M - $1.77M
|
218K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.62K+ 5.91% |
$219K - $248K
|
64.9K
$4.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.61K - $9.73K
|
142
$10.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-175- 0.5% |
$10.6K - $12K
|
35K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.99K+ 16.92% |
$120K - $136K
|
13.7K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
27.5K+ 11.82% |
$1.67M - $1.89M
|
260K
$19.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
253+ 2.76% |
$15.3K - $17.3K
|
9.42K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
390KNew |
$23.7M - $26.7M
|
390K
$29M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
363+ 0.38% |
$22K - $24.9K
|
96.2K
$7.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.06K+ 13.44% |
$246K - $278K
|
34.3K
$2.54M
|