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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.15K- 2.82% |
$89.6K - $93.7K
|
39.8K
$3.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-87.2K- 5.76% |
$6.77M - $7.08M
|
1.43M
$115M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
46.9KNew |
$3.64M - $3.81M
|
46.9K
$3.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5.4K+ 5.2% |
$419K - $438K
|
109K
$8.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.68K- 3.58% |
$130K - $136K
|
45.1K
$3.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-444- 2.26% |
$34.5K - $36.1K
|
19.2K
$1.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-484- 0.16% |
$37.6K - $39.3K
|
299K
$24M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-334- 1.62% |
$25.9K - $27.1K
|
20.3K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
188+ 0.16% |
$14.6K - $15.3K
|
114K
$9.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.99K+ 21.18% |
$620K - $648K
|
45.7K
$3.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.37K- 36.32% |
$262K - $274K
|
5.91K
$474K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
288KNew |
$22.4M - $23.4M
|
288K
$23.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.73K+ 7.96% |
$212K - $222K
|
37.1K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23.2KNew |
$1.8M - $1.89M
|
23.2K
$1.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.56KNew |
$199K - $208K
|
2.56K
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-149- 1.1% |
$11.6K - $12.1K
|
13.4K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
119K+ 31.31% |
$9.21M - $9.63M
|
497K
$39.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10New |
$777 - $812
|
10
$803
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
222+ 1.16% |
$17.2K - $18K
|
19.4K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
20.1K+ 39.46% |
$1.56M - $1.63M
|
70.9K
$5.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.33KNew |
$336K - $352K
|
4.33K
$347K
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-172- 1.54% |
$13.4K - $14K
|
11K
$883K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.36K+ 5.35% |
$105K - $110K
|
26.7K
$2.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.8K+ 0.91% |
$218K - $228K
|
311K
$25M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.41K+ 64.05% |
$265K - $277K
|
8.73K
$701K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.97K+ 20.44% |
$386K - $403K
|
29.3K
$2.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
334+ 0.61% |
$25.9K - $27.1K
|
55.5K
$4.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.13K- 3.23% |
$320K - $335K
|
123K
$9.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.7KNew |
$132K - $138K
|
1.7K
$136K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
7.97KNew |
$619K - $647K
|
7.97K
$640K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
2.98KNew |
$232K - $242K
|
2.98K
$239K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$143K - $150K
|
1.85K
$148K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.15K+ 87.18% |
$555K - $581K
|
15.4K
$1.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.84K+ 91.5% |
$221K - $231K
|
5.95K
$477K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.86K+ 117.34% |
$455K - $476K
|
10.9K
$871K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15K+ 24.86% |
$1.16M - $1.22M
|
75.2K
$6.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
103New |
$8K - $8.36K
|
103
$8.27K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.3K+ 4.27% |
$959K - $1M
|
301K
$24.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-23- 0.38% |
$1.79K - $1.87K
|
5.98K
$480K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34.9K+ 99.7% |
$2.71M - $2.84M
|
70K
$5.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.15K+ 2.0% |
$167K - $174K
|
110K
$8.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
178+ 0.79% |
$13.8K - $14.5K
|
22.6K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
22.9K+ 5.17% |
$1.78M - $1.86M
|
467K
$37.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
20.7KNew |
$1.61M - $1.68M
|
20.7K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.87K+ 6.1% |
$689K - $721K
|
154K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 1.61% |
$98.6K - $103K
|
77.6K
$6.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
80.3K+ 29.03% |
$6.24M - $6.52M
|
357K
$28.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
623+ 0.63% |
$48.4K - $50.6K
|
99.3K
$7.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$956K - $1M
|
12.3K
$988K
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-6.49K- 69.03% |
$504K - $527K
|
2.91K
$234K
|
|