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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
523+ 0.26% |
$32.3K - $41.5K
|
204K
$16.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15- 0.32% |
$926 - $1.19K
|
4.68K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
205+ 117.14% |
$12.7K - $16.3K
|
380
$30.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 7.79% |
$62.9K - $80.8K
|
12.1K
$967K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 116.82% |
$1.32M - $1.69M
|
39.6K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15K+ 10.49% |
$929K - $1.19M
|
158K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2.27K- 3.4% |
$140K - $180K
|
64.6K
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.67K+ 2.63% |
$288K - $370K
|
182K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
47.1K+ 12.56% |
$2.91M - $3.73M
|
422K
$33.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.44K- 1.61% |
$88.9K - $114K
|
88K
$7.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.04K+ 0.97% |
$64K - $82.2K
|
108K
$8.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-784- 0.57% |
$48.4K - $62.2K
|
136K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 4.02% |
$142K - $183K
|
55K
$4.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-45.7K- 17.95% |
$2.82M - $3.63M
|
209K
$16.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
852+ 1.35% |
$52.6K - $67.6K
|
64.1K
$5.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.54K+ 1.88% |
$95.2K - $122K
|
83.4K
$6.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
186+ 2.98% |
$11.5K - $14.8K
|
6.43K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.06K+ 3.67% |
$189K - $243K
|
86.5K
$6.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
84+ 0.23% |
$5.19K - $6.66K
|
37.4K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
601New |
$37.1K - $47.7K
|
601
$48.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
21.3K+ 9.49% |
$1.32M - $1.69M
|
246K
$19.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.58KNew |
$97.5K - $125K
|
1.58K
$127K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
50.1KNew |
$3.1M - $3.98M
|
50.1K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.94KNew |
$305K - $392K
|
4.94K
$396K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.99K+ 19.32% |
$123K - $157K
|
12.3K
$983K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-414- 4.21% |
$25.6K - $32.8K
|
9.42K
$755K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.32K+ 2.07% |
$267K - $343K
|
213K
$17.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
919+ 15.06% |
$56.8K - $72.9K
|
7.02K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.14K+ 21.1% |
$132K - $170K
|
12.3K
$984K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.15K+ 48.22% |
$318K - $408K
|
15.8K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-3.11K- 12.69% |
$192K - $246K
|
21.4K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.2K+ 10.83% |
$2.55M - $3.27M
|
422K
$33.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
8.56K+ 3.51% |
$528K - $679K
|
253K
$20.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.61K- 1.06% |
$99.7K - $128K
|
151K
$12.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.29K- 2.45% |
$79.9K - $103K
|
51.5K
$4.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.53KNew |
$156K - $201K
|
2.53K
$203K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.1K+ 24.88% |
$684K - $879K
|
55.6K
$4.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.6K+ 14.8% |
$531K - $682K
|
66.7K
$5.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.1K+ 112.06% |
$130K - $167K
|
3.97K
$319K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.1K- 5.73% |
$872K - $1.12M
|
232K
$18.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.83K- 3.32% |
$113K - $145K
|
53.1K
$4.26M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.42K+ 7.86% |
$149K - $192K
|
33.2K
$2.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-4.94K- 7.02% |
$305K - $392K
|
65.4K
$5.24M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-9.11K- 6.14% |
$563K - $722K
|
139K
$11.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.33K+ 14.84% |
$81.8K - $105K
|
10.3K
$822K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
3.01K+ 4.54% |
$186K - $239K
|
69.3K
$5.56M
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
19.6K+ 9.0% |
$1.25M - $1.41M
|
237K
$19M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-500- 11.78% |
$31.9K - $36K
|
3.74K
$300K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.22K+ 4.04% |
$205K - $232K
|
83K
$6.65M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
463+ 0.37% |
$29.5K - $33.3K
|
125K
$10M
|
|