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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
46New |
$2.5K - $2.88K
|
46
$3.09K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
6.17KNew |
$335K - $387K
|
6.17K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$109 - $125
|
2
$134
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 349.2% |
$83.3K - $96.1K
|
1.97K
$132K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.11KNew |
$223K - $258K
|
4.11K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-243- 5.28% |
$13.2K - $15.2K
|
4.36K
$293K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.43K- 9.68% |
$77.7K - $89.7K
|
13.3K
$896K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
137New |
$7.44K - $8.59K
|
137
$9.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
840+ 8.34% |
$45.6K - $52.7K
|
10.9K
$733K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
103New |
$5.84K - $6.27K
|
103
$6.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-618- 13.82% |
$35K - $37.6K
|
3.85K
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-135- 0.38% |
$7.65K - $8.22K
|
35.1K
$2.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
31+ 21.83% |
$1.76K - $1.89K
|
173
$11.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
15.4KNew |
$872K - $936K
|
15.4K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-425- 10.3% |
$24.1K - $25.9K
|
3.7K
$249K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
131New |
$7.43K - $7.98K
|
131
$8.8K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-119K- 66.54% |
$6.69M - $7.17M
|
60K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17K- 8.52% |
$956K - $1.02M
|
183K
$12.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$280 - $301
|
5
$336
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.84KNew |
$271K - $291K
|
4.84K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
5.72KNew |
$321K - $344K
|
5.72K
$384K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
30+ 600.0% |
$1.68K - $1.8K
|
35
$2.35K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
PUT |
-28.4K- 97.59% |
$1.59M - $1.71M
|
700
$47K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 10.0% |
$5.61K - $6.01K
|
900
$60.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.13KNew |
$456K - $489K
|
8.13K
$546K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
743New |
$41K - $45K
|
743
$49.9K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.6K+ 88.77% |
$364K - $400K
|
14K
$943K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.7KNew |
$259K - $285K
|
4.7K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.1KNew |
$282K - $309K
|
5.1K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
66.5KNew |
$3.67M - $4.03M
|
66.5K
$4.47M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51New |
$2.82K - $3.09K
|
51
$3.43K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
122New |
$6.73K - $7.39K
|
122
$8.2K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.6K+ 88.77% |
$364K - $400K
|
14K
$943K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
9.8K+ 20.82% |
$541K - $594K
|
56.9K
$3.82M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.27KNew |
$291K - $319K
|
5.27K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
285New |
$15.7K - $17.3K
|
285
$19.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.13K+ 10.76% |
$62.4K - $68.5K
|
11.6K
$781K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-16- 20.0% |
$883 - $969
|
64
$4.3K
|
|
| Q4 2022 | |||||||
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.34KNew |
$206K - $249K
|
4.34K
$292K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-40Closed |
$1.9K - $2.29K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
350+ 0.2% |
$16.6K - $20.1K
|
172K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
403New |
$19.1K - $23.1K
|
403
$27.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
711New |
$33.7K - $40.7K
|
711
$47.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.43K+ 572.0% |
$67.8K - $81.9K
|
1.68K
$113K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
521New |
$24.7K - $29.9K
|
521
$35K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
146KNew |
$6.94M - $8.39M
|
146K
$9.84M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
21New |
$995 - $1.2K
|
21
$1.41K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-463Closed |
$21.8K - $26.5K
|
0
$0
|
|