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 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
39.9K+ 53.92% |
$2.42M - $2.73M
|
114K
$8.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
18.9K+ 8.93% |
$1.15M - $1.29M
|
230K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.16KNew |
$191K - $216K
|
3.16K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
775+ 4.18% |
$47K - $53.1K
|
19.3K
$1.43M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.4K- 23.01% |
$1.12M - $1.23M
|
61.6K
$4.57M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-46.3K- 89.55% |
$2.82M - $3.09M
|
5.41K
$401K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-21- 50.0% |
$1.28K - $1.4K
|
21
$1.56K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.37M - $1.5M
|
22.5K
$1.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1K+ 365.87% |
$1.1M - $1.21M
|
23.1K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-117- 66.48% |
$7.13K - $7.8K
|
59
$4.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
126K+ 6.8% |
$7.68M - $8.41M
|
1.98M
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-889- 14.5% |
$54.1K - $59.3K
|
5.24K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.47KNew |
$455K - $498K
|
7.47K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9KNew |
$1.46M - $1.6M
|
23.9K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.6KNew |
$97.4K - $107K
|
1.6K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
35.7KNew |
$2.18M - $2.38M
|
35.7K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
287+ 11.21% |
$17.5K - $19.1K
|
2.85K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.88KNew |
$358K - $392K
|
5.88K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
90+ 1.39% |
$5.48K - $6K
|
6.57K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.95K- 0.76% |
$180K - $197K
|
388K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30.4K- 57.71% |
$1.85M - $2.03M
|
22.3K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
41.2K+ 64.82% |
$2.51M - $2.75M
|
105K
$7.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.8KNew |
$109K - $120K
|
1.8K
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.47KNew |
$211K - $231K
|
3.47K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
964New |
$58.7K - $64.3K
|
964
$71.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70New |
$4.26K - $4.67K
|
70
$5.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
495New |
$30.1K - $33K
|
495
$36.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
625New |
$38.1K - $41.7K
|
625
$46.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
861+ 4.83% |
$52.4K - $57.4K
|
18.7K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
28+ 4.87% |
$1.71K - $1.87K
|
603
$44.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5.25KNew |
$320K - $350K
|
5.25K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.38K+ 13.65% |
$84K - $92K
|
11.5K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.28KNew |
$261K - $285K
|
4.28K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.7KNew |
$1.44M - $1.58M
|
23.7K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.04KNew |
$246K - $269K
|
4.04K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17K+ 6.85% |
$1.03M - $1.13M
|
265K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.03KNew |
$428K - $469K
|
7.03K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7- 3.78% |
$426 - $467
|
178
$13.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.03KNew |
$62.6K - $68.6K
|
1.03K
$76.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.59KNew |
$401K - $439K
|
6.59K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
130+ 216.67% |
$7.92K - $8.67K
|
190
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77.3K+ 776.91% |
$4.7M - $5.15M
|
87.2K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
148New |
$9.01K - $9.87K
|
148
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.7KNew |
$103K - $113K
|
1.7K
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-65- 0.28% |
$3.96K - $4.33K
|
23.5K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.55K+ 22.38% |
$94.6K - $104K
|
8.49K
$630K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
54New |
$3.29K - $3.6K
|
54
$4.01K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.56KNew |
$217K - $237K
|
3.56K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 1.03% |
$2.8K - $3.07K
|
4.53K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18New |
$1.1K - $1.2K
|
18
$1.34K
|
|