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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
53.2KNew |
$3.39M - $3.74M
|
53.2K
$3.66M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
27KNew |
$1.72M - $1.9M
|
27K
$1.85M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-15.1K- 37.97% |
$966K - $1.06M
|
24.7K
$1.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$63.9 - $70.4
|
6.23K
$428K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
284+ 0.35% |
$18.1K - $20K
|
82K
$5.64M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.82K+ 8.86% |
$244K - $269K
|
46.9K
$3.23M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
72.9KNew |
$4.66M - $5.14M
|
72.9K
$5.02M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
394+ 0.62% |
$25.2K - $27.7K
|
63.6K
$4.37M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
79.1KNew |
$5.05M - $5.57M
|
79.1K
$5.44M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.76K+ 15.38% |
$240K - $265K
|
28.2K
$1.94M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
180New |
$11.5K - $12.7K
|
180
$12.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.24K+ 23.34% |
$462K - $510K
|
38.3K
$2.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
170KNew |
$10.9M - $12M
|
170K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.73K+ 11.18% |
$111K - $122K
|
17.2K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.92KNew |
$250K - $276K
|
3.92K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-838- 3.77% |
$53.5K - $59K
|
21.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 12.2% |
$204K - $225K
|
29.4K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.24K+ 757.86% |
$271K - $299K
|
4.8K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.37K+ 7.33% |
$471K - $519K
|
108K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$2.68K - $2.96K
|
42
$2.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.27% |
$1.4K - $1.55K
|
8.17K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8K+ 63.26% |
$1.52M - $1.68M
|
61.5K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
73KNew |
$4.66M - $5.14M
|
73K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
730+ 25.76% |
$46.6K - $51.4K
|
3.56K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.11K- 5.03% |
$454K - $500K
|
134K
$9.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
749+ 8.23% |
$47.8K - $52.7K
|
9.85K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.45K+ 1067.34% |
$476K - $524K
|
8.15K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.3K- 89.13% |
$2.51M - $2.77M
|
4.79K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
261KNew |
$16.6M - $18.3M
|
261K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43K- 90.97% |
$2.75M - $3.03M
|
4.27K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.35K+ 8.86% |
$405K - $447K
|
78K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.86K- 1.7% |
$183K - $201K
|
165K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-426- 2.99% |
$27.2K - $30K
|
13.8K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.4K+ 60.0% |
$2.07M - $2.28M
|
86.5K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$63.9 - $70.4
|
21.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.73KNew |
$111K - $122K
|
1.73K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.72K- 9.29% |
$174K - $191K
|
26.5K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
543+ 0.54% |
$34.7K - $38.2K
|
101K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.28M+ 51.73% |
$209M - $231M
|
9.62M
$661M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 1.05% |
$8.36K - $9.22K
|
12.7K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.3K+ 20.7% |
$1.68M - $1.85M
|
153K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.91K+ 8.64% |
$441K - $487K
|
86.9K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
604New |
$38.6K - $42.5K
|
604
$41.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13KNew |
$831K - $916K
|
13K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
409+ 3.18% |
$26.1K - $28.8K
|
13.3K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
619K+ 24.61% |
$39.5M - $43.6M
|
3.14M
$216M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
670+ 1.63% |
$42.8K - $47.2K
|
41.7K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
688+ 17.4% |
$43.9K - $48.4K
|
4.64K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
329+ 274.17% |
$21K - $23.2K
|
449
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$1.66K - $1.83K
|
26
$1.79K
|