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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
252K+ 36.53% |
$15.5M - $20M
|
940K
$82.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
410KNew |
$25.3M - $32.5M
|
410K
$36.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.38K+ 8.96% |
$332K - $427K
|
65.4K
$5.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.53KNew |
$527K - $676K
|
8.53K
$749K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
693+ 305.29% |
$42.8K - $55K
|
920
$80.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
608New |
$37.6K - $48.2K
|
608
$53.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.8K+ 36.39% |
$3.81M - $4.9M
|
232K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
8K+ 112.27% |
$494K - $634K
|
15.1K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
162+ 2.55% |
$10K - $12.8K
|
6.52K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-54K- 9.43% |
$3.33M - $4.28M
|
519K
$45.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
711+ 23.68% |
$43.9K - $56.4K
|
3.71K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.91KNew |
$180K - $231K
|
2.91K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.25K+ 21.4% |
$139K - $178K
|
12.8K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-70.5K- 67.58% |
$4.35M - $5.59M
|
33.8K
$2.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-413- 42.71% |
$25.5K - $32.8K
|
554
$48.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49+ 6.31% |
$3.03K - $3.89K
|
826
$72.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
83+ 4150.0% |
$5.13K - $6.58K
|
85
$7.47K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.2K- 3.66% |
$1.37M - $1.76M
|
585K
$51.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-27- 25.23% |
$1.67K - $2.14K
|
80
$7.03K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
300New |
$18.5K - $23.8K
|
300
$26.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
598+ 0.76% |
$36.9K - $47.4K
|
78.8K
$6.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-57.7K- 8.07% |
$3.56M - $4.58M
|
658K
$57.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-340- 6.81% |
$21K - $27K
|
4.65K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-151- 0.54% |
$9.33K - $12K
|
27.9K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.3K+ 320.44% |
$1.26M - $1.61M
|
26.7K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.15K+ 4.75% |
$71.1K - $91.3K
|
25.4K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.86K- 2.65% |
$115K - $148K
|
68.4K
$6.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-15.2K- 9.35% |
$937K - $1.2M
|
147K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 29.1% |
$265K - $340K
|
19K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
8.45K+ 0.34% |
$522K - $671K
|
2.49M
$219M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.1K- 79.57% |
$1.67M - $2.15M
|
6.95K
$611K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-22.8K- 14.78% |
$1.41M - $1.81M
|
131K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.07K+ 2.87% |
$65.8K - $84.6K
|
38.2K
$3.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
780+ 2.1% |
$48.2K - $61.9K
|
38K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
82.3KNew |
$5.08M - $6.53M
|
82.3K
$7.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
178+ 0.41% |
$11K - $14.1K
|
43.9K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.95M+ 27.31% |
$244M - $313M
|
18.4M
$1.62B
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5KNew |
$645K - $829K
|
10.5K
$919K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 77.12% |
$7.55M - $9.7M
|
281K
$24.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56KNew |
$158K - $203K
|
2.56K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-12.1K- 14.39% |
$745K - $957K
|
71.7K
$6.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-29.9K- 9.88% |
$1.85M - $2.37M
|
273K
$24M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.22K+ 1.78% |
$137K - $176K
|
127K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25K- 30.19% |
$1.54M - $1.98M
|
57.8K
$5.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
360+ 3.06% |
$22.2K - $28.6K
|
12.1K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
24.4KNew |
$1.51M - $1.94M
|
24.4K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
733+ 1.84% |
$45.3K - $58.1K
|
40.6K
$3.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.45K+ 15.44% |
$89.3K - $115K
|
10.8K
$950K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.46K+ 14.86% |
$275K - $354K
|
34.5K
$3.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.8KNew |
$235K - $302K
|
3.8K
$334K
|