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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-670- 2.75% |
$41.9K - $47.7K
|
23.7K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.26K+ 39.51% |
$267K - $303K
|
15.1K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$3.19K - $3.63K
|
51
$3.41K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 78.21% |
$862K - $980K
|
31.4K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5.6K+ 28.08% |
$350K - $398K
|
25.5K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
24.2K+ 7.57% |
$1.51M - $1.72M
|
344K
$23M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.32K+ 29.16% |
$333K - $379K
|
23.6K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-236- 0.47% |
$14.8K - $16.8K
|
49.8K
$3.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14.9K+ 9.37% |
$933K - $1.06M
|
174K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.65K+ 4.22% |
$228K - $260K
|
90.2K
$6.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.83K+ 86.92% |
$239K - $272K
|
8.23K
$551K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.62K+ 9.75% |
$227K - $258K
|
40.8K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
3.77K+ 6.07% |
$236K - $268K
|
65.9K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.49K- 0.89% |
$281K - $319K
|
502K
$33.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.22K- 48.2% |
$76.3K - $86.8K
|
1.31K
$87.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
49+ 1.13% |
$3.06K - $3.48K
|
4.4K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
58KNew |
$3.63M - $4.13M
|
58K
$3.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.04K+ 39.04% |
$252K - $287K
|
14.4K
$962K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-17.5K- 6.94% |
$1.1M - $1.25M
|
235K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.07KNew |
$254K - $289K
|
4.07K
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-156K- 88.25% |
$9.77M - $11.1M
|
20.8K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-464- 6.12% |
$29K - $33K
|
7.12K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-512- 2.79% |
$32K - $36.4K
|
17.9K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12.6K+ 15.7% |
$785K - $893K
|
92.6K
$6.19M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
6.34K+ 13.04% |
$397K - $451K
|
55K
$3.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$106K - $121K
|
1.7K
$113K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.91KNew |
$369K - $420K
|
5.91K
$395K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
119K+ 9.57% |
$7.46M - $8.49M
|
1.37M
$91.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.81K+ 20.01% |
$113K - $129K
|
10.8K
$725K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.62K+ 6.3% |
$163K - $186K
|
44.1K
$2.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.31K+ 1.71% |
$81.8K - $93.1K
|
78.1K
$5.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
273+ 145.99% |
$17.1K - $19.4K
|
460
$30.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.72K+ 3.72% |
$170K - $193K
|
75.8K
$5.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4.4K- 3.05% |
$275K - $313K
|
140K
$9.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.47K+ 35.9% |
$92.1K - $105K
|
5.58K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.71K+ 2.41% |
$107K - $122K
|
72.8K
$4.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.17K+ 22.31% |
$323K - $368K
|
28.3K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.47K- 3.7% |
$217K - $247K
|
90.2K
$6.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-443- 0.86% |
$27.7K - $31.5K
|
50.9K
$3.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 0.98% |
$67.3K - $76.6K
|
111K
$7.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3KNew |
$188K - $213K
|
3K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.65KNew |
$541K - $615K
|
8.65K
$579K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
234+ 31.84% |
$14.6K - $16.6K
|
969
$64.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.9KNew |
$805K - $916K
|
12.9K
$861K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
690+ 1.16% |
$43.1K - $49.1K
|
60K
$4.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-112K- 95.15% |
$7.03M - $8M
|
5.73K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.92K+ 11.97% |
$183K - $208K
|
27.3K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107K+ 171.85% |
$6.71M - $7.63M
|
170K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21.3K+ 3.48% |
$1.33M - $1.51M
|
633K
$42.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.01K+ 179.55% |
$375K - $427K
|
9.35K
$626K
|