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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 0.39% |
$1.98K - $2.13K
|
6.97K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-414- 4.28% |
$30.3K - $32.7K
|
9.26K
$743K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.48K+ 136.19% |
$474K - $512K
|
11.2K
$901K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.45K+ 33.76% |
$473K - $510K
|
25.6K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 19.02% |
$515K - $556K
|
44K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
205+ 0.36% |
$15K - $16.2K
|
57.6K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.18K+ 0.67% |
$159K - $172K
|
327K
$26.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10K+ 20.82% |
$734K - $792K
|
58.2K
$4.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-166K- 98.15% |
$12.2M - $13.2M
|
3.14K
$252K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-26.1K- 34.89% |
$1.91M - $2.06M
|
48.7K
$3.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 18.55% |
$9.75M - $10.5M
|
851K
$68.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
585+ 1.4% |
$42.8K - $46.2K
|
42.4K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
195K+ 24.92% |
$14.3M - $15.4M
|
978K
$78.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.55K+ 1.74% |
$406K - $438K
|
324K
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-898- 12.81% |
$65.8K - $71K
|
6.11K
$491K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 0.17% |
$4.39K - $4.74K
|
34.7K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.94K+ 168.18% |
$362K - $390K
|
7.87K
$632K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.08% |
$1.1K - $1.19K
|
18.6K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.4K+ 6400.52% |
$7.21M - $7.78M
|
99.9K
$8.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-5.75K- 9.44% |
$421K - $454K
|
55.1K
$4.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
51New |
$3.74K - $4.03K
|
51
$4.09K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-213- 0.49% |
$15.6K - $16.8K
|
43.4K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.23K+ 40.78% |
$456K - $492K
|
21.5K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97K- 37.5% |
$7.1M - $7.66M
|
162K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
926KNew |
$67.8M - $73.2M
|
926K
$74.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
79New |
$5.79K - $6.24K
|
79
$6.34K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-73- 0.16% |
$5.35K - $5.77K
|
45.6K
$3.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 111.15% |
$8.63M - $9.31M
|
224K
$18M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
283New |
$20.7K - $22.4K
|
283
$22.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
347+ 0.46% |
$25.4K - $27.4K
|
75.8K
$6.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-516- 2.66% |
$37.8K - $40.8K
|
18.8K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-367- 0.35% |
$26.9K - $29K
|
105K
$8.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-30.2K- 65.45% |
$2.21M - $2.39M
|
15.9K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
59KNew |
$4.32M - $4.66M
|
59K
$4.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
161K+ 162.39% |
$11.8M - $12.7M
|
259K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
296K+ 8.76% |
$21.7M - $23.4M
|
3.67M
$295M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131New |
$9.59K - $10.4K
|
131
$10.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
131K+ 29.57% |
$9.62M - $10.4M
|
576K
$46.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
10.9K+ 4.92% |
$800K - $863K
|
233K
$18.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50.3K+ 6.21% |
$3.69M - $3.98M
|
861K
$69.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20.1K+ 72.62% |
$1.47M - $1.58M
|
47.7K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
326K+ 16.49% |
$23.9M - $25.8M
|
2.3M
$185M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
47+ 0.31% |
$3.44K - $3.71K
|
15.4K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3- 0.02% |
$220 - $237
|
13.9K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.35K+ 12.95% |
$685K - $739K
|
81.5K
$6.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.29K+ 2.68% |
$387K - $418K
|
202K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-11.2K- 5.74% |
$824K - $889K
|
185K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-28.3K- 75.78% |
$2.07M - $2.24M
|
9.05K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-216- 71.76% |
$15.8K - $17.1K
|
85
$6.82K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|