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 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-696- 14.16% |
$43K - $55.2K
|
4.22K
$371K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-17.6K- 18.61% |
$1.08M - $1.39M
|
76.8K
$6.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
466+ 2.23% |
$28.8K - $37K
|
21.3K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 2.56% |
$61.8 - $79.3
|
40
$3.52K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.02KNew |
$495K - $636K
|
8.02K
$705K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
131+ 3.47% |
$8.09K - $10.4K
|
3.91K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.41K- 1.85% |
$396K - $508K
|
340K
$29.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.67K+ 36.8% |
$597K - $767K
|
35.9K
$3.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
206K+ 5.73% |
$12.7M - $16.4M
|
3.81M
$335M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
51.4K+ 19918.22% |
$3.17M - $4.08M
|
51.6K
$4.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
13.2K+ 17.96% |
$812K - $1.04M
|
86.4K
$7.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 0.5% |
$668K - $859K
|
2.17M
$191M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.84K+ 10.28% |
$175K - $225K
|
30.4K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
5.22K+ 35.49% |
$322K - $414K
|
19.9K
$1.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-74- 0.48% |
$4.57K - $5.87K
|
15.5K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
28K+ 210.5% |
$1.73M - $2.22M
|
41.4K
$3.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.08% |
$309 - $397
|
6.23K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-105- 0.58% |
$6.48K - $8.33K
|
17.9K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
532KNew |
$32.8M - $42.2M
|
532K
$46.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
529+ 0.51% |
$32.7K - $42K
|
104K
$9.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
56+ 1.4% |
$3.46K - $4.44K
|
4.05K
$356K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-232- 0.81% |
$14.3K - $18.4K
|
28.4K
$2.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.09K+ 13.67% |
$438K - $562K
|
59K
$5.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.93K- 30.22% |
$181K - $232K
|
6.76K
$594K
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
298+ 0.32% |
$18.4K - $23.6K
|
92.4K
$8.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
777+ 0.51% |
$48K - $61.6K
|
154K
$13.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.03% |
$185 - $238
|
10.1K
$885K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
8.44K+ 3.56% |
$521K - $670K
|
246K
$21.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.1K+ 4.68% |
$376K - $483K
|
136K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-88- 1.05% |
$5.43K - $6.98K
|
8.29K
$729K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
65.6K+ 1354.83% |
$4.05M - $5.21M
|
70.5K
$6.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12K+ 4.66% |
$744K - $955K
|
271K
$23.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.32K+ 141.31% |
$81.3K - $104K
|
2.25K
$198K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.69KNew |
$166K - $214K
|
2.69K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-110- 1.5% |
$6.79K - $8.73K
|
7.23K
$636K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.84K- 2.12% |
$237K - $304K
|
177K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-228- 38.78% |
$14.1K - $18.1K
|
360
$31.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-523- 12.33% |
$32.3K - $41.5K
|
3.72K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-942- 1.47% |
$58.2K - $74.7K
|
63.3K
$5.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
11.5K+ 0.99% |
$712K - $915K
|
1.18M
$103M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.78KNew |
$172K - $220K
|
2.78K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
80+ 0.15% |
$4.94K - $6.35K
|
52.8K
$4.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.6KNew |
$160K - $206K
|
2.6K
$228K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
601New |
$37.1K - $47.7K
|
601
$52.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
2.26K+ 8.07% |
$140K - $179K
|
30.3K
$2.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-30.6K- 19.16% |
$1.89M - $2.42M
|
129K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 1.21% |
$2.1K - $2.7K
|
2.84K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.52K- 7.01% |
$156K - $200K
|
33.4K
$2.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.27K+ 15.63% |
$326K - $418K
|
39K
$3.43M
|