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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.99K+ 5.77% |
$318K - $359K
|
91.6K
$6.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.95K+ 14.13% |
$634K - $716K
|
80.4K
$5.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
98.7K+ 34.98% |
$6.29M - $7.1M
|
381K
$26.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-87- 0.82% |
$5.55K - $6.26K
|
10.5K
$743K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 46.81% |
$209K - $236K
|
10.3K
$724K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4K+ 7.53% |
$792K - $895K
|
178K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
8.65KNew |
$552K - $623K
|
8.65K
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-177K- 32.04% |
$11.3M - $12.7M
|
375K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
319+ 3.35% |
$20.3K - $23K
|
9.83K
$693K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-15.7K- 14.95% |
$1M - $1.13M
|
89.4K
$6.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
11.3K+ 2.2% |
$719K - $811K
|
523K
$36.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
145+ 161.11% |
$9.24K - $10.4K
|
235
$16.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.39K+ 1.72% |
$344K - $388K
|
318K
$22.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 9.2% |
$5.21M - $5.89M
|
971K
$68.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.43K+ 4.86% |
$90.8K - $103K
|
30.7K
$2.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
10.1KNew |
$646K - $729K
|
10.1K
$714K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.64K- 4.07% |
$551K - $622K
|
204K
$14.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
757+ 2.07% |
$48.3K - $54.5K
|
37.3K
$2.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.87KNew |
$119K - $135K
|
1.87K
$132K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
471+ 0.86% |
$30K - $33.9K
|
55K
$3.87M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 0.06% |
$2.17K - $2.45K
|
52.8K
$3.72M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
3.28K+ 2.26% |
$209K - $236K
|
148K
$10.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
86.6K+ 62.89% |
$5.52M - $6.23M
|
224K
$15.8M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.33KNew |
$213K - $235K
|
3.33K
$235K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.4KNew |
$1.81M - $2M
|
28.4K
$2M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
60.9KNew |
$3.89M - $4.29M
|
60.9K
$4.29M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
51.7KNew |
$3.3M - $3.64M
|
51.7K
$3.65M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.62K- 1.16% |
$104K - $114K
|
138K
$9.74M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
53.2KNew |
$3.39M - $3.74M
|
53.2K
$3.75M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
27KNew |
$1.72M - $1.9M
|
27K
$1.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-15.1K- 37.97% |
$966K - $1.06M
|
24.7K
$1.74M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$63.9 - $70.4
|
6.23K
$439K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
284+ 0.35% |
$18.1K - $20K
|
82K
$5.78M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.82K+ 8.86% |
$244K - $269K
|
46.9K
$3.31M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
72.9KNew |
$4.66M - $5.14M
|
72.9K
$5.14M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
394+ 0.62% |
$25.2K - $27.7K
|
63.6K
$4.48M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
79.1KNew |
$5.05M - $5.57M
|
79.1K
$5.58M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.76K+ 15.38% |
$240K - $265K
|
28.2K
$1.99M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
180New |
$11.5K - $12.7K
|
180
$12.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.24K+ 23.34% |
$462K - $510K
|
38.3K
$2.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
170KNew |
$10.9M - $12M
|
170K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.92KNew |
$250K - $276K
|
3.92K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-838- 3.77% |
$53.5K - $59K
|
21.4K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 12.2% |
$204K - $225K
|
29.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.24K+ 757.86% |
$271K - $299K
|
4.8K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.37K+ 7.33% |
$471K - $519K
|
108K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$2.68K - $2.96K
|
42
$2.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.27% |
$1.4K - $1.55K
|
8.17K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8K+ 63.26% |
$1.52M - $1.68M
|
61.5K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
730+ 25.76% |
$46.6K - $51.4K
|
3.56K
$251K
|
|