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 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.21K+ 2.17% |
$396K - $447K
|
292K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 4.58% |
$277K - $313K
|
99.3K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-38.8K- 11.36% |
$2.47M - $2.79M
|
303K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
350+ 2.15% |
$22.3K - $25.2K
|
16.6K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
21.2K+ 0.86% |
$1.35M - $1.52M
|
2.48M
$199M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 1.41% |
$65.8K - $74.3K
|
72.2K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.2K+ 434.36% |
$587K - $662K
|
11.3K
$908K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-3.69K- 0.32% |
$235K - $265K
|
1.16M
$93.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 193.69% |
$6.66M - $7.52M
|
158K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-120- 44.44% |
$7.65K - $8.64K
|
150
$12K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-269K- 77.07% |
$17.1M - $19.3M
|
79.9K
$6.41M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
51.9KNew |
$3.31M - $3.73M
|
51.9K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19.9K+ 7.56% |
$1.27M - $1.43M
|
283K
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.72KNew |
$555K - $627K
|
8.72K
$699K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
69.1K+ 195.97% |
$4.4M - $4.97M
|
104K
$8.36M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.49K- 35.12% |
$286K - $323K
|
8.29K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 3.17% |
$122K - $138K
|
58.6K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-134- 0.51% |
$8.54K - $9.64K
|
26.3K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-237- 1.01% |
$15.1K - $17.1K
|
23.3K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 0.28% |
$5.93K - $6.69K
|
33.8K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
838+ 2.97% |
$53.4K - $60.3K
|
29.1K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.04K+ 5.49% |
$512K - $578K
|
154K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20.9K+ 19.11% |
$1.33M - $1.5M
|
130K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.26K- 3.14% |
$335K - $378K
|
162K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-824- 2.9% |
$52.5K - $59.3K
|
27.6K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-432- 0.61% |
$27.5K - $31.1K
|
70.2K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
493+ 379.23% |
$31.4K - $35.5K
|
623
$50K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.27KNew |
$208K - $235K
|
3.27K
$262K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
661+ 18.64% |
$42.1K - $47.6K
|
4.21K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 0.31% |
$956 - $1.08K
|
4.92K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
299+ 22.81% |
$19.1K - $21.5K
|
1.61K
$129K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 7.8% |
$111K - $125K
|
24K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28.6KNew |
$1.82M - $2.06M
|
28.6K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-117- 0.78% |
$7.46K - $8.42K
|
14.9K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.88K+ 39.44% |
$247K - $279K
|
13.7K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.98K+ 5.18% |
$126K - $142K
|
40.2K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.97K+ 4.65% |
$445K - $502K
|
157K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.03% |
$255 - $288
|
11.8K
$943K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-509- 0.02% |
$32.4K - $36.6K
|
2.43M
$195M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.31K+ 17.62% |
$402K - $454K
|
42.1K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.7K+ 1071.58% |
$1.13M - $1.27M
|
19.3K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
405+ 3.15% |
$25.8K - $29.1K
|
13.3K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$9.56K - $10.8K
|
150
$12K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.39K+ 9.77% |
$88.4K - $99.8K
|
15.6K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
296+ 8.5% |
$18.9K - $21.3K
|
3.78K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.9K- 35.27% |
$121K - $137K
|
3.49K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-907- 3.67% |
$57.8K - $65.3K
|
23.8K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
967New |
$61.6K - $69.6K
|
967
$77.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.72K+ 10.19% |
$492K - $555K
|
83.5K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.4K+ 307.36% |
$920K - $1.04M
|
19.1K
$1.53M
|