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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.58K- 2.15% |
$221K - $284K
|
163K
$14.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.1K+ 3.46% |
$624K - $801K
|
302K
$26.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
390+ 0.34% |
$24.1K - $30.9K
|
114K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.91KNew |
$427K - $548K
|
6.91K
$608K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
293+ 6.57% |
$18.1K - $23.2K
|
4.75K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 2.98% |
$77.4K - $99.4K
|
40.8K
$3.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3.26K- 12.62% |
$202K - $259K
|
22.6K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 0.8% |
$3.21K - $4.12K
|
6.45K
$567K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
60+ 1.72% |
$3.71K - $4.76K
|
3.55K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
167+ 0.2% |
$10.3K - $13.2K
|
83.4K
$7.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.5K+ 3.19% |
$1.14M - $1.47M
|
599K
$52.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
4New |
$247 - $317
|
4
$352
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 12.07% |
$266K - $341K
|
31.3K
$2.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-832- 5.13% |
$51.4K - $66K
|
15.4K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
166+ 1.11% |
$10.3K - $13.2K
|
15.1K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.51KNew |
$93.5K - $120K
|
1.51K
$133K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.4K- 1.7% |
$210K - $269K
|
197K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 2.29% |
$141K - $181K
|
102K
$8.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21.6K+ 9.97% |
$1.33M - $1.71M
|
238K
$20.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25K- 95.27% |
$1.55M - $1.98M
|
1.24K
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84- 2.68% |
$5.19K - $6.66K
|
3.06K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
253+ 2.95% |
$15.6K - $20.1K
|
8.84K
$777K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 9.83% |
$24.7K - $31.7K
|
3.67K
$323K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-18.7K- 3.74% |
$1.16M - $1.49M
|
482K
$42.4M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-454- 2.37% |
$28K - $36K
|
18.7K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
32.7K+ 45.06% |
$2.02M - $2.59M
|
105K
$9.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
13.5K+ 2.56% |
$833K - $1.07M
|
540K
$47.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.84K- 6.94% |
$299K - $384K
|
64.8K
$5.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.37K- 0.94% |
$84.4K - $108K
|
144K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.99K- 3.36% |
$185K - $237K
|
86.2K
$7.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
19.9K+ 7.02% |
$1.23M - $1.58M
|
303K
$26.6M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-81- 0.5% |
$5K - $6.42K
|
16.2K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-5.11K- 2.21% |
$315K - $405K
|
226K
$19.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
162+ 35.22% |
$10K - $12.8K
|
622
$54.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
60.9KNew |
$3.76M - $4.83M
|
60.9K
$5.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74K+ 35.14% |
$169K - $217K
|
10.5K
$926K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-830- 51.52% |
$51.3K - $65.8K
|
781
$68.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
73.5K+ 112.46% |
$4.54M - $5.83M
|
139K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-861K- 88.66% |
$53.2M - $68.3M
|
110K
$9.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-1.41K- 7.44% |
$86.9K - $112K
|
17.5K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 4.43% |
$836K - $1.07M
|
292K
$25.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.4KNew |
$643K - $825K
|
10.4K
$915K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
228New |
$14.1K - $18.1K
|
228
$20K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.76KNew |
$170K - $219K
|
2.76K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
302New |
$18.7K - $24K
|
302
$26.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.7K+ 40.47% |
$2.02M - $2.59M
|
113K
$9.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.8K+ 3.54% |
$1.22M - $1.57M
|
579K
$50.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32.2K+ 42.35% |
$1.99M - $2.55M
|
108K
$9.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
125New |
$7.72K - $9.92K
|
125
$11K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3KNew |
$185K - $238K
|
3K
$264K
|