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 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89New |
$5.34K - $5.86K
|
89
$7.14K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-500- 11.11% |
$30K - $32.9K
|
4K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
110New |
$6.59K - $7.25K
|
110
$8.82K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.95K- 31.39% |
$117K - $129K
|
4.27K
$342K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
205New |
$12.3K - $13.5K
|
205
$16.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.17KNew |
$190K - $209K
|
3.17K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
92New |
$5.52K - $6.06K
|
92
$7.38K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
14.4KNew |
$864K - $949K
|
14.4K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.68% |
$2.1K - $2.31K
|
5.13K
$412K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.2KNew |
$192K - $211K
|
3.2K
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-3.86K- 16.88% |
$231K - $254K
|
19K
$1.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
187New |
$11.2K - $12.3K
|
187
$15K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
217New |
$13K - $14.3K
|
217
$17.4K
|
|
| Q4 2023 | |||||||
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-729- 5.24% |
$39.6K - $45.7K
|
13.2K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.81KNew |
$98.4K - $113K
|
1.81K
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
31KNew |
$1.69M - $1.95M
|
31K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.89KNew |
$211K - $244K
|
3.89K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.87K+ 4.75% |
$265K - $306K
|
107K
$8.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.81KNew |
$207K - $239K
|
3.81K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
46New |
$2.5K - $2.88K
|
46
$3.69K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-89- 2.27% |
$4.84K - $5.58K
|
3.83K
$307K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
6.17KNew |
$335K - $387K
|
6.17K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$109 - $125
|
2
$160
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 349.2% |
$83.3K - $96.1K
|
1.97K
$158K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-243- 5.28% |
$13.2K - $15.2K
|
4.36K
$350K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
137New |
$7.44K - $8.59K
|
137
$11K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.43K- 9.68% |
$77.7K - $89.7K
|
13.3K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
840+ 8.34% |
$45.6K - $52.7K
|
10.9K
$875K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103New |
$5.84K - $6.27K
|
103
$8.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-618- 13.82% |
$35K - $37.6K
|
3.85K
$309K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-135- 0.38% |
$7.65K - $8.22K
|
35.1K
$2.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
15.4KNew |
$872K - $936K
|
15.4K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-425- 10.3% |
$24.1K - $25.9K
|
3.7K
$297K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
131New |
$7.43K - $7.98K
|
131
$10.5K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-119K- 66.54% |
$6.69M - $7.17M
|
60K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17K- 8.52% |
$956K - $1.02M
|
183K
$14.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$280 - $301
|
5
$401
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.84KNew |
$271K - $291K
|
4.84K
$388K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
30+ 600.0% |
$1.68K - $1.8K
|
35
$2.81K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
5.72KNew |
$321K - $344K
|
5.72K
$459K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
PUT |
-28.4K- 97.59% |
$1.59M - $1.71M
|
700
$56.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 10.0% |
$5.61K - $6.01K
|
900
$72.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.13KNew |
$456K - $489K
|
8.13K
$652K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.6K+ 88.77% |
$364K - $400K
|
14K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.7KNew |
$259K - $285K
|
4.7K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.1KNew |
$282K - $309K
|
5.1K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
66.5KNew |
$3.67M - $4.03M
|
66.5K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51New |
$2.82K - $3.09K
|
51
$4.09K
|
|