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 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.02KNew |
$320K - $361K
|
5.02K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-409- 9.29% |
$26.1K - $29.4K
|
3.99K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-213- 66.56% |
$13.6K - $15.3K
|
107
$8.73K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.52K+ 2.9% |
$161K - $181K
|
89.4K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-37K- 2.21% |
$2.36M - $2.66M
|
1.64M
$134M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.7K+ 34.01% |
$1.26M - $1.42M
|
77.6K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.63K- 36.07% |
$168K - $189K
|
4.67K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-18- 4.01% |
$1.15K - $1.3K
|
431
$35.2K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
410New |
$26.1K - $29.5K
|
410
$33.4K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
994+ 7.86% |
$63.4K - $71.5K
|
13.6K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-284- 1.65% |
$18.1K - $20.4K
|
16.9K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.83K+ 7.72% |
$371K - $419K
|
81.3K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.11K+ 3.94% |
$70.8K - $79.9K
|
29.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
575+ 12.38% |
$36.7K - $41.4K
|
5.22K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.07K+ 7.18% |
$195K - $221K
|
45.8K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.08KClosed |
$68.9K - $77.8K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.45K+ 10.9% |
$92.2K - $104K
|
14.7K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
599+ 20.02% |
$38.2K - $43.1K
|
3.59K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-18.1K- 3.07% |
$1.15M - $1.3M
|
573K
$46.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
138K+ 85.29% |
$8.8M - $9.94M
|
300K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-27- 0.62% |
$1.72K - $1.94K
|
4.33K
$353K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
89K+ 14.83% |
$5.67M - $6.4M
|
689K
$56.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.38KNew |
$279K - $315K
|
4.38K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-55- 7.72% |
$3.51K - $3.96K
|
657
$53.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.4K- 33.96% |
$2.51M - $2.83M
|
76.6K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.62K+ 7.0% |
$231K - $261K
|
55.4K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 34.33% |
$179K - $202K
|
5.36K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 3.59% |
$102K - $115K
|
46K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
172K+ 71.89% |
$11M - $12.4M
|
412K
$33.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$191 - $216
|
6.42K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
385K+ 9012.79% |
$24.5M - $27.7M
|
389K
$31.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.19K- 9.96% |
$267K - $301K
|
37.9K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 53.92% |
$670K - $757K
|
30K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10K+ 34.08% |
$638K - $720K
|
39.4K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
152+ 24.32% |
$9.69K - $10.9K
|
777
$63.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.6K+ 26.99% |
$2.02M - $2.27M
|
149K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.88K+ 5.04% |
$184K - $207K
|
60K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
7.24K+ 12.49% |
$461K - $521K
|
65.2K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 9.46% |
$1.78K - $2.01K
|
268
$21.9K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.81K- 59.89% |
$243K - $274K
|
2.55K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.27K+ 8.41% |
$144K - $163K
|
29.2K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-2.26K- 2.62% |
$144K - $162K
|
83.8K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.55K+ 17.2% |
$163K - $184K
|
17.4K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-624- 6.09% |
$39.8K - $44.9K
|
9.62K
$785K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3- 60.0% |
$191 - $216
|
2
$163
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
7.12KNew |
$454K - $513K
|
7.12K
$581K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.49KNew |
$350K - $395K
|
5.49K
$447K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.3K- 1.51% |
$593K - $670K
|
607K
$49.5M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
75+ 0.38% |
$4.78K - $5.4K
|
19.6K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.8K+ 67.67% |
$3.49M - $3.94M
|
136K
$11.1M
|