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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.62K- 2.03% |
$100K - $128K
|
78.3K
$6.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.35K- 9.86% |
$145K - $186K
|
21.5K
$1.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3+ 0.1% |
$185 - $238
|
2.9K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 0.39% |
$388K - $499K
|
1.62M
$143M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-2.84K- 2.74% |
$176K - $225K
|
101K
$8.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16K+ 23.92% |
$985K - $1.27M
|
82.7K
$7.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
837+ 17.02% |
$51.7K - $66.4K
|
5.76K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 41.98% |
$6.79K - $8.73K
|
152
$13.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5+ 1.81% |
$309 - $397
|
281
$24.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
167+ 1.22% |
$10.3K - $13.2K
|
13.9K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 1.41% |
$72.8K - $93.4K
|
82.5K
$7.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.5% |
$238K - $305K
|
261K
$22.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.8K- 9.3% |
$731K - $939K
|
115K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9K+ 6.28% |
$179K - $230K
|
49.1K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-551- 2.51% |
$34K - $43.7K
|
21.4K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.03K+ 20.76% |
$558K - $717K
|
52.5K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
14.6K+ 16.4% |
$903K - $1.16M
|
104K
$9.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.95K+ 7.13% |
$367K - $472K
|
89.4K
$7.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 7.24% |
$130K - $167K
|
31.2K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.8K- 8.46% |
$296K - $381K
|
51.9K
$4.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-5.9K- 8.87% |
$364K - $468K
|
60.6K
$5.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10.9K+ 1.65% |
$676K - $868K
|
674K
$59.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-12.5K- 4.59% |
$772K - $991K
|
260K
$22.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-689- 1.34% |
$42.6K - $54.7K
|
50.6K
$4.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-17K- 3.97% |
$1.05M - $1.35M
|
410K
$36.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-952- 3.96% |
$58.8K - $75.5K
|
23.1K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6New |
$371 - $476
|
6
$527
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
25.1K+ 8.23% |
$1.55M - $1.99M
|
331K
$29.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.39KNew |
$518K - $666K
|
8.39K
$738K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-7.27K- 2.34% |
$449K - $576K
|
303K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
99+ 0.57% |
$6.11K - $7.85K
|
17.4K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 444.79% |
$1.03M - $1.32M
|
20.4K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5KNew |
$309K - $397K
|
5K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.63% |
$1.17K - $1.51K
|
3.05K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.7K+ 7.03% |
$720K - $925K
|
178K
$15.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-139- 0.16% |
$8.58K - $11K
|
85K
$7.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
3.91K+ 6.49% |
$242K - $310K
|
64.2K
$5.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.1K- 24.23% |
$439K - $563K
|
22.2K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
206+ 0.38% |
$12.7K - $16.3K
|
54.6K
$4.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-3.61K- 1.35% |
$223K - $286K
|
264K
$23.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
262+ 2.64% |
$16.2K - $20.8K
|
10.2K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.45K+ 0.77% |
$151K - $194K
|
321K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-224- 7.37% |
$13.8K - $17.8K
|
2.82K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-530- 5.02% |
$32.7K - $42K
|
10K
$880K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.67KNew |
$165K - $212K
|
2.67K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.01K+ 19.44% |
$62.2K - $79.9K
|
6.19K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 1.6% |
$165K - $212K
|
170K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.28K+ 3.58% |
$202K - $260K
|
94.8K
$8.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.2K- 5.78% |
$198K - $254K
|
52.2K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.78KNew |
$171K - $220K
|
2.78K
$244K
|