Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-2.4K- 1.73% |
$176K - $190K
|
137K
$11M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
34.4K+ 679.9% |
$2.52M - $2.72M
|
39.4K
$3.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
152+ 10.56% |
$11.1K - $12K
|
1.59K
$128K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.54K+ 10.75% |
$698K - $754K
|
98.3K
$7.89M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-7.62K- 9.19% |
$558K - $603K
|
75.3K
$6.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.21K+ 44.35% |
$88.8K - $95.8K
|
3.95K
$317K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 2.3% |
$90.5K - $97.6K
|
54.9K
$4.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
83+ 2.07% |
$6.08K - $6.56K
|
4.09K
$328K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
65.5KNew |
$4.79M - $5.17M
|
65.5K
$5.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.1K- 4.07% |
$80.4K - $86.8K
|
25.9K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
532+ 2.08% |
$39K - $42K
|
26.2K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-442K- 10.91% |
$32.3M - $34.9M
|
3.61M
$289M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.67K+ 144.19% |
$635K - $685K
|
14.7K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
158K+ 55.98% |
$11.5M - $12.5M
|
439K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.13K- 0.81% |
$82.7K - $89.2K
|
139K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.25K+ 180.45% |
$605K - $652K
|
12.8K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
5.36K+ 8.0% |
$393K - $424K
|
72.3K
$5.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
419K+ 18.58% |
$30.7M - $33.1M
|
2.67M
$215M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
346K+ 20.35% |
$25.4M - $27.4M
|
2.05M
$164M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-354- 3.91% |
$25.9K - $28K
|
8.69K
$697K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
143K+ 62.08% |
$10.4M - $11.3M
|
373K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.85M+ 357.34% |
$282M - $305M
|
4.93M
$396M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
194KNew |
$14.2M - $15.3M
|
194K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.55M+ 134.82% |
$114M - $123M
|
2.7M
$217M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-66- 37.5% |
$4.83K - $5.22K
|
110
$8.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
261+ 1.18% |
$19.1K - $20.6K
|
22.4K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.02K+ 7.62% |
$74.9K - $80.9K
|
14.5K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-711- 10.69% |
$52.1K - $56.2K
|
5.94K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 19.25% |
$1.29M - $1.39M
|
109K
$8.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
141KNew |
$10.3M - $11.2M
|
141K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
20.2K+ 11.43% |
$1.48M - $1.6M
|
197K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 9.3% |
$1.05M - $1.14M
|
169K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.1K+ 15.29% |
$3.01M - $3.25M
|
310K
$24.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.18K- 6.2% |
$452K - $488K
|
93.5K
$7.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.51K+ 52.77% |
$331K - $357K
|
13.1K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.86KNew |
$649K - $700K
|
8.86K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
19.6KNew |
$1.43M - $1.55M
|
19.6K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 9.31% |
$9.16K - $9.88K
|
1.47K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
172+ 2.51% |
$12.6K - $13.6K
|
7.02K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.4K+ 4.77% |
$249K - $269K
|
74.7K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
319K+ 68.23% |
$23.4M - $25.2M
|
787K
$63.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.86KNew |
$210K - $226K
|
2.86K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.56K+ 43.8% |
$481K - $519K
|
21.5K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.8K- 12.67% |
$1.74M - $1.88M
|
164K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-253- 0.55% |
$18.5K - $20K
|
45.7K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
18.3K+ 18.71% |
$1.34M - $1.45M
|
116K
$9.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.4K+ 93.33% |
$249K - $269K
|
7.05K
$566K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.8K- 4.0% |
$2.04M - $2.2M
|
667K
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 5.26% |
$974K - $1.05M
|
266K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-97.8K- 18.96% |
$7.16M - $7.73M
|
418K
$33.5M
|
|