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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
391+ 10.15% |
$24.9K - $28.1K
|
4.24K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
31.4K+ 49.88% |
$2M - $2.26M
|
94.4K
$7.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.52K- 1.85% |
$415K - $469K
|
347K
$27.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.95K- 1.5% |
$252K - $284K
|
259K
$20.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.22K- 1.01% |
$77.9K - $87.9K
|
119K
$9.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17.5K+ 18.94% |
$1.11M - $1.26M
|
110K
$8.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
227New |
$14.5K - $16.3K
|
227
$18.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.88K+ 11.25% |
$120K - $135K
|
18.5K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.13K+ 7.16% |
$391K - $441K
|
91.8K
$7.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.4K+ 19.46% |
$153K - $173K
|
14.7K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.02K- 13.16% |
$129K - $145K
|
13.3K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.03KNew |
$193K - $218K
|
3.03K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
125+ 0.58% |
$7.97K - $9K
|
21.8K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.4K+ 4.0% |
$3.21M - $3.62M
|
1.31M
$105M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.77K+ 3.53% |
$113K - $127K
|
51.8K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
159New |
$10.1K - $11.4K
|
159
$12.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
134KNew |
$8.52M - $9.61M
|
134K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.39K+ 5.48% |
$344K - $388K
|
104K
$8.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.6K+ 32.59% |
$2.39M - $2.7M
|
153K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
2.53K+ 0.56% |
$161K - $182K
|
453K
$36.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
23.1K+ 25.14% |
$1.47M - $1.66M
|
115K
$9.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.2KNew |
$967K - $1.09M
|
15.2K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.6K- 48.76% |
$1.31M - $1.48M
|
21.6K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.19K- 22.19% |
$139K - $157K
|
7.67K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 1.05% |
$298K - $337K
|
448K
$35.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-60- 0.71% |
$3.82K - $4.32K
|
8.38K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17M+ 118.11% |
$74.6M - $84.3M
|
2.16M
$173M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 2.17% |
$247K - $278K
|
174K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.32K+ 2.07% |
$83.9K - $94.8K
|
64.9K
$5.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.78K- 1.31% |
$177K - $200K
|
210K
$16.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.38K- 3.83% |
$87.6K - $98.9K
|
34.5K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37- 15.48% |
$2.36K - $2.66K
|
202
$16.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
858+ 5.0% |
$54.7K - $61.7K
|
18K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
11.2K+ 336.36% |
$714K - $806K
|
14.5K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.09KNew |
$197K - $223K
|
3.09K
$248K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-580- 0.7% |
$37K - $41.7K
|
82.9K
$6.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9.81K+ 14.82% |
$625K - $706K
|
76K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
856New |
$54.6K - $61.6K
|
856
$68.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14.7K+ 7.32% |
$940K - $1.06M
|
216K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.61KNew |
$103K - $116K
|
1.61K
$129K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.1K+ 9.42% |
$1.41M - $1.59M
|
257K
$20.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
21.8K+ 23.84% |
$1.39M - $1.57M
|
113K
$9.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 2.81% |
$146K - $164K
|
83.7K
$6.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-720- 92.54% |
$45.9K - $51.8K
|
58
$4.65K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
73.2KNew |
$4.67M - $5.27M
|
73.2K
$5.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.09KNew |
$69.2K - $78.1K
|
1.09K
$87K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
13.9K+ 6.41% |
$886K - $1M
|
231K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.29K+ 3.15% |
$82K - $92.5K
|
42.1K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-7- 0.04% |
$446 - $504
|
16.3K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
144+ 0.25% |
$9.18K - $10.4K
|
56.7K
$4.55M
|