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 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.53KNew |
$156K - $201K
|
2.53K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.1K+ 24.88% |
$684K - $879K
|
55.6K
$4.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.6K+ 14.8% |
$531K - $682K
|
66.7K
$5.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.1K+ 112.06% |
$130K - $167K
|
3.97K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-14.1K- 5.73% |
$872K - $1.12M
|
232K
$20.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.42K+ 7.86% |
$149K - $192K
|
33.2K
$2.91M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-4.94K- 7.02% |
$305K - $392K
|
65.4K
$5.75M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-9.11K- 6.14% |
$563K - $722K
|
139K
$12.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.33K+ 14.84% |
$81.8K - $105K
|
10.3K
$901K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
3.01K+ 4.54% |
$186K - $239K
|
69.3K
$6.09M
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-64- 0.83% |
$4.08K - $4.61K
|
7.61K
$669K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.22K- 1.01% |
$77.9K - $87.9K
|
119K
$10.5M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
130New |
$8.29K - $9.35K
|
130
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$866K - $978K
|
13.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
480New |
$30.6K - $34.5K
|
480
$42.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.61K- 5.72% |
$421K - $476K
|
109K
$9.58M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-315- 18.17% |
$20.1K - $22.7K
|
1.42K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.12KNew |
$582K - $656K
|
9.12K
$802K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
3.39K+ 1.97% |
$216K - $244K
|
176K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-94- 2.92% |
$5.99K - $6.76K
|
3.12K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-400- 80.0% |
$25.5K - $28.8K
|
100
$8.79K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 69.44% |
$7.97K - $9K
|
55
$4.83K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.02KNew |
$320K - $361K
|
5.02K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29K+ 193.09% |
$82K - $92.5K
|
1.95K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.11K+ 3.94% |
$70.8K - $79.9K
|
29.3K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
410New |
$26.1K - $29.5K
|
410
$36K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-18- 4.01% |
$1.15K - $1.3K
|
431
$37.9K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.63K- 36.07% |
$168K - $189K
|
4.67K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 34.33% |
$179K - $202K
|
5.36K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.05% |
$191 - $216
|
6.42K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.8K+ 67.67% |
$3.49M - $3.94M
|
136K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-515- 6.28% |
$32.8K - $37.1K
|
7.69K
$676K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.49KNew |
$350K - $395K
|
5.49K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.81K- 59.89% |
$243K - $274K
|
2.55K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 6.75% |
$6.37K - $7.2K
|
1.58K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 3.17% |
$122K - $138K
|
58.6K
$5.15M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.72KNew |
$555K - $627K
|
8.72K
$766K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.49K- 35.12% |
$286K - $323K
|
8.29K
$728K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
493+ 379.23% |
$31.4K - $35.5K
|
623
$54.8K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.27KNew |
$208K - $235K
|
3.27K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
299+ 22.81% |
$19.1K - $21.5K
|
1.61K
$142K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$9.56K - $10.8K
|
150
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.7K+ 1071.58% |
$1.13M - $1.27M
|
19.3K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.6K- 48.76% |
$1.31M - $1.48M
|
21.6K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 1.05% |
$298K - $337K
|
448K
$39.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
159New |
$10.1K - $11.4K
|
159
$14K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.09KNew |
$197K - $223K
|
3.09K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.78K- 1.31% |
$177K - $200K
|
210K
$18.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
856New |
$54.6K - $61.6K
|
856
$75.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-720- 92.54% |
$45.9K - $51.8K
|
58
$5.1K
|
|