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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 60.0% |
$191 - $216
|
2
$160
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.81K- 59.89% |
$243K - $274K
|
2.55K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
7.12KNew |
$454K - $513K
|
7.12K
$571K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.49KNew |
$350K - $395K
|
5.49K
$440K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.3K- 1.51% |
$593K - $670K
|
607K
$48.7M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.8K+ 67.67% |
$3.49M - $3.94M
|
136K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
75+ 0.38% |
$4.78K - $5.4K
|
19.6K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.4K- 23.87% |
$471K - $532K
|
23.6K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
832+ 8.6% |
$53K - $59.9K
|
10.5K
$843K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-515- 6.28% |
$32.8K - $37.1K
|
7.69K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.33K+ 3.69% |
$84.5K - $95.4K
|
37.3K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.33K+ 5.86% |
$276K - $312K
|
78.2K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.77K+ 182.49% |
$559K - $631K
|
13.6K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
4.86K+ 21.81% |
$310K - $350K
|
27.1K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.4K+ 64.77% |
$2.83M - $3.19M
|
113K
$9.05M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16K+ 88.77% |
$1.02M - $1.15M
|
34K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.1K- 93.59% |
$1.73M - $1.95M
|
1.86K
$149K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$1.03M - $1.17M
|
16.2K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-38.4K- 99.33% |
$2.45M - $2.77M
|
258
$20.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.1K- 16.89% |
$832K - $939K
|
64.2K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.8K+ 28.27% |
$1.13M - $1.28M
|
80.7K
$6.47M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
5.27K+ 40.52% |
$336K - $379K
|
18.3K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
304+ 0.83% |
$19.4K - $21.9K
|
37.1K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
12.5K+ 2.56% |
$796K - $898K
|
501K
$40.2M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.1K+ 11.22% |
$1.22M - $1.37M
|
189K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.51M+ 979.75% |
$96M - $108M
|
1.66M
$133M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 6.75% |
$6.37K - $7.2K
|
1.58K
$127K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
859K+ 8.7% |
$54.8M - $61.8M
|
10.7M
$861M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 0.11% |
$382 - $432
|
5.23K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
47.9K+ 42.98% |
$3.06M - $3.45M
|
159K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
30.1K+ 22.12% |
$1.92M - $2.16M
|
166K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.82K- 21.9% |
$180K - $203K
|
10.1K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.96K+ 7.53% |
$380K - $429K
|
85.1K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.96K+ 14.37% |
$253K - $285K
|
31.5K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8- 1.71% |
$510 - $576
|
460
$36.9K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
451+ 5.55% |
$28.7K - $32.5K
|
8.58K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-634- 18.45% |
$40.4K - $45.6K
|
2.8K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31.5K+ 5.98% |
$2.01M - $2.27M
|
559K
$44.8M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.43K+ 6.88% |
$91K - $103K
|
22.2K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-155- 0.55% |
$9.88K - $11.2K
|
28K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.4K- 67.8% |
$408K - $460K
|
3.04K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-764- 45.05% |
$48.7K - $55K
|
932
$74.7K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
127KNew |
$8.12M - $9.16M
|
127K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
380+ 1.03% |
$24.2K - $27.3K
|
37.2K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
450K+ 120.49% |
$28.7M - $32.4M
|
824K
$66M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10.4K- 39.31% |
$665K - $751K
|
16.1K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
544K+ 1045.7% |
$34.7M - $39.1M
|
596K
$47.8M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
731+ 32.17% |
$46.6K - $52.6K
|
3K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.91K+ 1.29% |
$249K - $281K
|
306K
$24.5M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
38.4K+ 26.93% |
$2.45M - $2.77M
|
181K
$14.5M
|