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 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
323K+ 304.42% |
$23.7M - $25.6M
|
430K
$34.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
137K+ 198.51% |
$10.1M - $10.9M
|
207K
$16.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.05K+ 39.46% |
$370K - $399K
|
17.8K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
97+ 77.6% |
$7.1K - $7.67K
|
222
$17.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-135K- 50.78% |
$9.89M - $10.7M
|
131K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.22K+ 15.21% |
$89K - $96K
|
9.2K
$739K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
32.3K+ 20.35% |
$2.36M - $2.55M
|
191K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
704K+ 360994.88% |
$51.6M - $55.6M
|
704K
$56.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.8K+ 118.75% |
$2.26M - $2.44M
|
56.8K
$4.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.47K+ 27.09% |
$547K - $591K
|
35.1K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-402- 7.02% |
$29.4K - $31.8K
|
5.32K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
18.4KNew |
$1.35M - $1.45M
|
18.4K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-5.71K- 3.23% |
$418K - $451K
|
171K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.29K- 34.79% |
$460K - $497K
|
11.8K
$946K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22.5K- 36.5% |
$1.65M - $1.78M
|
39.1K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46.1K+ 7.23% |
$3.38M - $3.65M
|
684K
$54.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.88KNew |
$211K - $227K
|
2.88K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
12+ 1.0% |
$879 - $948
|
1.21K
$97.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-2.23K- 2.46% |
$164K - $177K
|
88.5K
$7.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
56+ 0.33% |
$4.1K - $4.43K
|
17.2K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.49KNew |
$622K - $671K
|
8.49K
$681K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
964+ 6.6% |
$70.6K - $76.2K
|
15.6K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28K+ 8.55% |
$93.8K - $101K
|
16.3K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
76.8K+ 97.44% |
$5.62M - $6.07M
|
156K
$12.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49.4K+ 83.16% |
$3.62M - $3.9M
|
109K
$8.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
20+ 0.39% |
$1.46K - $1.58K
|
5.13K
$412K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60.8K- 11.31% |
$4.45M - $4.81M
|
477K
$38.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
11.9K+ 6.74% |
$870K - $938K
|
188K
$15.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
8.17K+ 14.3% |
$598K - $646K
|
65.3K
$5.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
25K+ 110.18% |
$1.83M - $1.98M
|
47.7K
$3.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
15.5K+ 6.95% |
$1.13M - $1.22M
|
238K
$19.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.86K- 39.71% |
$136K - $147K
|
2.82K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
40KNew |
$2.93M - $3.16M
|
40K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
34.3KNew |
$2.51M - $2.71M
|
34.3K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
47.5K+ 16.23% |
$3.48M - $3.75M
|
340K
$27.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
31.9K+ 253.92% |
$2.34M - $2.52M
|
44.5K
$3.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.37K+ 746.45% |
$100K - $108K
|
1.55K
$124K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.87K- 26.48% |
$283K - $306K
|
10.7K
$862K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
593New |
$43.4K - $46.9K
|
593
$47.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10.5K+ 128.56% |
$770K - $831K
|
18.7K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.13KNew |
$302K - $326K
|
4.13K
$331K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.35K- 1.48% |
$172K - $186K
|
156K
$12.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
19+ 0.38% |
$1.39K - $1.5K
|
4.96K
$398K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.51K- 4.04% |
$111K - $119K
|
35.8K
$2.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
151K+ 30.31% |
$11M - $11.9M
|
648K
$52M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.23K+ 1.55% |
$310K - $334K
|
277K
$22.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87K+ 70.11% |
$6.37M - $6.87M
|
211K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-903- 4.58% |
$66.1K - $71.4K
|
18.8K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05M+ 345.01% |
$150M - $162M
|
2.64M
$212M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
130+ 3.43% |
$9.52K - $10.3K
|
3.92K
$315K
|
|