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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.6K- 9.75% |
$725K - $824K
|
107K
$6.97M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.55K+ 8.97% |
$160K - $182K
|
31K
$2.01M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.06K+ 1.75% |
$66.2K - $75.3K
|
61.6K
$4M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19K+ 5.08% |
$1.19M - $1.35M
|
393K
$25.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.48KNew |
$92.7K - $105K
|
1.48K
$96.2K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.8K+ 25.66% |
$550K - $626K
|
43.1K
$2.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
448+ 0.71% |
$28K - $31.9K
|
63.2K
$4.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.74K+ 4.54% |
$109K - $124K
|
40.1K
$2.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 32.15% |
$827K - $941K
|
54.4K
$3.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.96K+ 5.02% |
$123K - $139K
|
41K
$2.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.57K- 1.21% |
$97.8K - $111K
|
128K
$8.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
453+ 3.65% |
$28.3K - $32.2K
|
12.9K
$835K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.43K- 19.62% |
$339K - $386K
|
22.2K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
120New |
$7.5K - $8.53K
|
120
$7.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
223+ 104.69% |
$13.9K - $15.9K
|
436
$28.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
193K+ 1009.3% |
$12.1M - $13.8M
|
213K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.27K+ 0.37% |
$142K - $162K
|
616K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 20.99% |
$1.04M - $1.18M
|
96K
$6.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.66K+ 5.26% |
$104K - $118K
|
33.2K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-167- 0.17% |
$10.4K - $11.9K
|
101K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.83KNew |
$177K - $202K
|
2.83K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.46K- 6.89% |
$216K - $246K
|
46.8K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
586+ 0.59% |
$36.6K - $41.7K
|
100K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
12.1KNew |
$754K - $858K
|
12.1K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-880- 21.69% |
$55K - $62.6K
|
3.18K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.9KNew |
$929K - $1.06M
|
14.9K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
47.3KNew |
$2.96M - $3.36M
|
47.3K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106+ 0.06% |
$6.63K - $7.54K
|
168K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-764- 5.09% |
$47.8K - $54.3K
|
14.3K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.09K+ 2.69% |
$193K - $220K
|
118K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.79K+ 7.35% |
$112K - $127K
|
26.2K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.01% |
$250 - $284
|
71.6K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
282+ 0.05% |
$17.6K - $20.1K
|
555K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.6K- 18.86% |
$786K - $894K
|
54.1K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73.5K- 84.5% |
$4.6M - $5.23M
|
13.5K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-300- 60.0% |
$18.8K - $21.3K
|
200
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
275+ 2.25% |
$17.2K - $19.6K
|
12.5K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.96KNew |
$247K - $281K
|
3.96K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
31+ 775.0% |
$1.94K - $2.2K
|
35
$2.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 4.55% |
$218K - $248K
|
80K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-177- 0.67% |
$11.1K - $12.6K
|
26.1K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
112KNew |
$6.99M - $7.96M
|
112K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-241- 9.59% |
$15.1K - $17.1K
|
2.27K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
35.8K+ 627.5% |
$2.24M - $2.54M
|
41.5K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.09KNew |
$193K - $219K
|
3.09K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.5K+ 15.03% |
$2.97M - $3.38M
|
364K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-136- 5.56% |
$8.5K - $9.67K
|
2.31K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-7.79K- 5.39% |
$487K - $554K
|
137K
$8.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.85K- 54.64% |
$241K - $274K
|
3.2K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
801+ 10.91% |
$50.1K - $57K
|
8.15K
$529K
|