Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) 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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 56.54% |
$80.5K - $90.9K
|
971
$73.5K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300K+ 5.09% |
$19.1M - $21.6M
|
6.19M
$469M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
130New |
$8.29K - $9.35K
|
130
$9.84K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.94K+ 1.12% |
$506K - $572K
|
715K
$54.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.8K+ 26.32% |
$1.45M - $1.64M
|
109K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.5K+ 11.56% |
$2.96M - $3.35M
|
448K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-247- 1.17% |
$15.7K - $17.8K
|
20.9K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-315- 18.17% |
$20.1K - $22.7K
|
1.42K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.12KNew |
$582K - $656K
|
9.12K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
9.22KNew |
$588K - $664K
|
9.22K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20.2K+ 4.84% |
$1.29M - $1.46M
|
438K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.15K- 10.01% |
$392K - $443K
|
55.3K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
264+ 2.43% |
$16.8K - $19K
|
11.1K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-263- 0.16% |
$16.8K - $18.9K
|
165K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.3K+ 25.94% |
$1.67M - $1.89M
|
127K
$9.65M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.45K+ 3.42% |
$220K - $248K
|
104K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$866K - $978K
|
13.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.08KNew |
$387K - $437K
|
6.08K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.4K+ 10.71% |
$1.05M - $1.18M
|
170K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
480New |
$30.6K - $34.5K
|
480
$36.3K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.46K+ 6.19% |
$348K - $393K
|
93.7K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
486+ 1.4% |
$31K - $35K
|
35.2K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.06KNew |
$195K - $220K
|
3.06K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
402+ 10.26% |
$25.6K - $28.9K
|
4.32K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 0.74% |
$3.06K - $3.45K
|
6.44K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-400- 80.0% |
$25.5K - $28.8K
|
100
$7.57K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.59K+ 47.67% |
$420K - $474K
|
20.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.82M+ 50.16% |
$308M - $347M
|
14.4M
$1.09B
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.06K- 5.61% |
$195K - $220K
|
51.5K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 69.44% |
$7.97K - $9K
|
55
$4.16K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
52.7KNew |
$3.36M - $3.79M
|
52.7K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
9.53K+ 217.5% |
$608K - $686K
|
13.9K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.61K- 5.72% |
$421K - $476K
|
109K
$8.25M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-581K- 96.25% |
$37.1M - $41.8M
|
22.7K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.33K+ 10.64% |
$467K - $527K
|
76.2K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.8K+ 415.72% |
$817K - $923K
|
15.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-487- 0.62% |
$31K - $35K
|
77.5K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
28.8K+ 5.78% |
$1.84M - $2.07M
|
527K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
3.39K+ 1.97% |
$216K - $244K
|
176K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-94- 2.92% |
$5.99K - $6.76K
|
3.12K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-391- 1.52% |
$24.9K - $28.1K
|
25.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.54K- 1.43% |
$98.1K - $111K
|
106K
$8.06M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
465K+ 14.84% |
$29.7M - $33.5M
|
3.6M
$273M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
301K+ 412.45% |
$19.2M - $21.7M
|
374K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14M- 81.14% |
$72.7M - $82.1M
|
265K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.15K- 1.54% |
$137K - $154K
|
138K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
55.1K+ 38.06% |
$3.51M - $3.97M
|
200K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
128+ 5.85% |
$8.16K - $9.21K
|
2.32K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29K+ 193.09% |
$82K - $92.5K
|
1.95K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.96K+ 18.95% |
$444K - $501K
|
43.7K
$3.31M
|