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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12K- 9.44% |
$769K - $848K
|
116K
$8.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-101K- 94.08% |
$6.45M - $7.11M
|
6.35K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.71K+ 165.12% |
$173K - $191K
|
4.36K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
520New |
$33.2K - $36.6K
|
520
$37.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.29K+ 4.56% |
$210K - $232K
|
75.5K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
300New |
$19.2K - $21.1K
|
300
$21.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.1K- 3.89% |
$2.56M - $2.82M
|
991K
$70.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.8K+ 46.39% |
$2.35M - $2.59M
|
116K
$8.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.43K+ 0.47% |
$347K - $382K
|
1.17M
$83.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
21.7KNew |
$1.39M - $1.53M
|
21.7K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-299- 30.86% |
$19.1K - $21K
|
670
$47.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-48- 44.44% |
$3.06K - $3.38K
|
60
$4.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.61K- 1.79% |
$166K - $183K
|
143K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.64K+ 257.8% |
$105K - $115K
|
2.27K
$162K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
6.03K+ 49.95% |
$385K - $424K
|
18.1K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
168+ 2.66% |
$10.7K - $11.8K
|
6.48K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
835New |
$53.3K - $58.8K
|
835
$59.6K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
47.7K+ 8.65% |
$3.05M - $3.36M
|
600K
$42.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.76K+ 5.86% |
$304K - $335K
|
86.1K
$6.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
15New |
$958 - $1.06K
|
15
$1.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.47K+ 3.45% |
$157K - $174K
|
74K
$5.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
75New |
$4.79K - $5.28K
|
75
$5.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
34.4K+ 165.36% |
$2.2M - $2.42M
|
55.2K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14.1K+ 16.67% |
$897K - $989K
|
98.3K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
403K+ 40.11% |
$25.7M - $28.3M
|
1.41M
$100M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.01% |
$63.9 - $70.4
|
19.5K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.4K+ 66.7% |
$792K - $873K
|
31K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
452+ 1.36% |
$28.9K - $31.8K
|
33.7K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
39.8KNew |
$2.54M - $2.81M
|
39.8K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-518- 4.55% |
$33.1K - $36.5K
|
10.9K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-497- 0.54% |
$31.7K - $35K
|
92K
$6.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27.7K+ 1.68% |
$1.77M - $1.95M
|
1.68M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
606+ 3.87% |
$38.7K - $42.7K
|
16.3K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
69.4KNew |
$4.43M - $4.89M
|
69.4K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.09M - $1.21M
|
17.1K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.8K+ 14.69% |
$3.05M - $3.37M
|
373K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
252New |
$16.1K - $17.7K
|
252
$18K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 6.48% |
$1.62M - $1.79M
|
418K
$29.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
75.8KNew |
$4.84M - $5.33M
|
75.8K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
21KNew |
$1.34M - $1.48M
|
21K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.69K+ 21.16% |
$300K - $330K
|
26.9K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
52K+ 28.37% |
$3.32M - $3.66M
|
235K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.29K+ 5.04% |
$210K - $231K
|
68.5K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.22K- 9.68% |
$142K - $157K
|
20.8K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-365- 2.04% |
$23.3K - $25.7K
|
17.5K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7K+ 63.27% |
$682K - $753K
|
27.6K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-437- 11.28% |
$27.9K - $30.8K
|
3.44K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
5.33KNew |
$340K - $375K
|
5.33K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
16.3KNew |
$1.04M - $1.14M
|
16.3K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.25K+ 2.21% |
$79.9K - $88.1K
|
58K
$4.13M
|