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 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.5K+ 12.5% |
$709K - $910K
|
103K
$9.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-41.5K- 37.83% |
$2.56M - $3.29M
|
68.2K
$5.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
26+ 0.12% |
$1.61K - $2.06K
|
22.2K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-1.28K- 0.28% |
$78.8K - $101K
|
452K
$39.7M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$2.59K - $3.33K
|
42
$3.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
245K+ 2.28% |
$15.1M - $19.4M
|
11M
$965M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.19% |
$61.8 - $79.3
|
85
$7.47K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
152K+ 9.16% |
$9.39M - $12.1M
|
1.81M
$159M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.9K+ 65.52% |
$4.57M - $5.87M
|
187K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-317- 10.36% |
$19.6K - $25.1K
|
2.74K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.98K+ 52.8% |
$369K - $474K
|
17.3K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-188- 0.29% |
$11.6K - $14.9K
|
65K
$5.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-22.9K- 45.52% |
$1.41M - $1.81M
|
27.3K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.13% |
$432 - $555
|
5.22K
$459K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
158New |
$9.76K - $12.5K
|
158
$13.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
158New |
$9.76K - $12.5K
|
158
$13.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.3K+ 19.01% |
$943K - $1.21M
|
95.6K
$8.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.8K- 1.15% |
$111K - $143K
|
155K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
8+ 0.04% |
$494 - $635
|
21.8K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
42New |
$2.59K - $3.33K
|
42
$3.69K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.06% |
$124 - $159
|
3.12K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.43K+ 9.17% |
$88.3K - $113K
|
17K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.58K+ 3.05% |
$97.6K - $125K
|
53.4K
$4.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 0.7% |
$1.67K - $2.14K
|
3.86K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.1K+ 12.64% |
$3.21M - $4.13M
|
464K
$40.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-3.94K- 5.45% |
$243K - $312K
|
68.3K
$6M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.86K- 30.16% |
$300K - $385K
|
11.2K
$989K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.72K+ 24.49% |
$230K - $295K
|
18.9K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.36K+ 37.96% |
$84.2K - $108K
|
4.95K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70KNew |
$4.32M - $5.55M
|
70K
$6.15M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
124+ 61.39% |
$7.66K - $9.84K
|
326
$28.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
23.9K+ 0.98% |
$1.48M - $1.9M
|
2.46M
$216M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
15.9K+ 10.3% |
$982K - $1.26M
|
170K
$15M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-530- 3.19% |
$32.7K - $42K
|
16.1K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.29K- 3.07% |
$79.9K - $103K
|
40.8K
$3.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
742+ 2.54% |
$45.8K - $58.9K
|
30K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.31K+ 3.98% |
$328K - $421K
|
139K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-5.25K- 2.78% |
$324K - $417K
|
184K
$16.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-985- 5.66% |
$60.8K - $78.1K
|
16.4K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
383+ 255.33% |
$23.7K - $30.4K
|
533
$46.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.66KNew |
$164K - $211K
|
2.66K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-503- 1.35% |
$31.1K - $39.9K
|
36.8K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.69KNew |
$166K - $214K
|
2.69K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
16.4K+ 60.37% |
$1.01M - $1.3M
|
43.5K
$3.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.61K+ 4.72% |
$161K - $207K
|
58K
$5.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.11K+ 0.64% |
$68.4K - $87.8K
|
175K
$15.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69+ 1.86% |
$4.26K - $5.47K
|
3.78K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-2.88K- 8.34% |
$178K - $228K
|
31.6K
$2.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-3.44K- 23.66% |
$212K - $273K
|
11.1K
$975K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
217+ 5.16% |
$13.4K - $17.2K
|
4.43K
$389K
|