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 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-462- 12.95% |
$33.8K - $36.5K
|
3.11K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.02K+ 4.63% |
$148K - $159K
|
45.5K
$3.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-10.2K- 1.39% |
$747K - $806K
|
724K
$58.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
74+ 0.15% |
$5.42K - $5.85K
|
48.6K
$3.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
30.1KNew |
$2.21M - $2.38M
|
30.1K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
52+ 0.17% |
$3.81K - $4.11K
|
30.3K
$2.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.21K+ 19.3% |
$88.7K - $95.7K
|
7.48K
$601K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.38M+ 140.64% |
$174M - $188M
|
4.07M
$327M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.31KNew |
$316K - $341K
|
4.31K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
264K+ 75.07% |
$19.3M - $20.8M
|
615K
$49.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.07K- 3.6% |
$78K - $84.2K
|
28.5K
$2.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
71.9K+ 843.75% |
$5.27M - $5.68M
|
80.4K
$6.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
376KNew |
$27.5M - $29.7M
|
376K
$30.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-750- 2.75% |
$54.9K - $59.3K
|
26.5K
$2.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
402+ 2.37% |
$29.4K - $31.8K
|
17.4K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
566+ 3.04% |
$41.5K - $44.7K
|
19.2K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
32.3K+ 63.63% |
$2.37M - $2.55M
|
83.1K
$6.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.72K+ 2.38% |
$199K - $215K
|
117K
$9.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.3K+ 34.33% |
$899K - $970K
|
48K
$3.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.71K- 22.36% |
$198K - $214K
|
9.4K
$754K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
22.3KNew |
$1.63M - $1.76M
|
22.3K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
6.89K+ 21.11% |
$505K - $545K
|
39.5K
$3.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
31.3K+ 4.17% |
$2.3M - $2.48M
|
784K
$62.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.2K- 1.4% |
$88K - $94.9K
|
84.7K
$6.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.94KNew |
$215K - $232K
|
2.94K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.14K- 8.23% |
$230K - $248K
|
35K
$2.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 4.67% |
$1.48M - $1.6M
|
453K
$36.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
637+ 1.79% |
$46.7K - $50.3K
|
36.1K
$2.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.4K- 1.66% |
$322K - $348K
|
260K
$20.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
123K+ 74.57% |
$9.04M - $9.76M
|
289K
$23.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-18- 0.35% |
$1.32K - $1.42K
|
5.12K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.1K- 2.51% |
$742K - $801K
|
393K
$31.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.52K+ 4.0% |
$624K - $674K
|
221K
$17.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.6K+ 0.88% |
$190K - $205K
|
299K
$24M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.67K- 2.4% |
$196K - $211K
|
108K
$8.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.95MNew |
$216M - $233M
|
2.95M
$237M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-501- 77.31% |
$36.7K - $39.6K
|
147
$11.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-2.48K- 4.45% |
$182K - $196K
|
53.3K
$4.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-168- 0.08% |
$12.3K - $13.3K
|
199K
$16M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.21K- 6.09% |
$88.5K - $95.5K
|
18.6K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
18.4K+ 39.71% |
$1.35M - $1.46M
|
64.8K
$5.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-691- 0.61% |
$50.6K - $54.6K
|
112K
$9.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-426- 0.7% |
$31.2K - $33.7K
|
60.1K
$4.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
810New |
$59.3K - $64K
|
810
$65K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
41.4K+ 17.57% |
$3.03M - $3.27M
|
277K
$22.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-337K- 41.01% |
$24.7M - $26.6M
|
485K
$38.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.46KNew |
$254K - $274K
|
3.46K
$278K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-43- 0.37% |
$3.15K - $3.4K
|
11.7K
$935K
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.06K- 3.04% |
$590K - $637K
|
257K
$20.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99+ 3.46% |
$7.25K - $7.82K
|
2.96K
$238K
|
|