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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.01K+ 4.11% |
$147K - $159K
|
51K
$4.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
2.58K+ 4.37% |
$189K - $204K
|
61.6K
$4.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.68K- 0.93% |
$123K - $133K
|
179K
$14.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
315+ 1.09% |
$23.1K - $24.9K
|
29.2K
$2.34M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.78KNew |
$204K - $220K
|
2.78K
$223K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.48K+ 7.49% |
$108K - $117K
|
21.2K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.26KNew |
$239K - $258K
|
3.26K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167K+ 3.53% |
$12.2M - $13.2M
|
4.9M
$393M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-187- 0.1% |
$13.7K - $14.8K
|
183K
$14.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.99KNew |
$366K - $395K
|
4.99K
$401K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
12+ 0.03% |
$879 - $948
|
42.6K
$3.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.29K+ 2.68% |
$168K - $181K
|
87.8K
$7.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-207- 0.8% |
$15.2K - $16.4K
|
25.7K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.04K- 4.68% |
$296K - $320K
|
82.4K
$6.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
313+ 1.89% |
$22.9K - $24.7K
|
16.9K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
487+ 2.39% |
$35.7K - $38.5K
|
20.9K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.36KNew |
$393K - $424K
|
5.36K
$430K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-122- 0.6% |
$8.94K - $9.64K
|
20.1K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
91.3KNew |
$6.68M - $7.21M
|
91.3K
$7.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
340KNew |
$24.9M - $26.9M
|
340K
$27.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.03K- 1.71% |
$75.3K - $81.3K
|
59.1K
$4.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-31K- 5.62% |
$2.27M - $2.45M
|
521K
$41.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
125+ 0.93% |
$9.16K - $9.88K
|
13.6K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.34K+ 14.93% |
$98K - $106K
|
10.3K
$827K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.74KNew |
$201K - $217K
|
2.74K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16.2K+ 737.9% |
$1.18M - $1.28M
|
18.4K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.81KNew |
$206K - $222K
|
2.81K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.49K+ 87.63% |
$256K - $276K
|
7.48K
$600K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
892+ 32.33% |
$65.3K - $70.5K
|
3.65K
$293K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.92K- 2.95% |
$214K - $231K
|
96.2K
$7.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-389- 0.99% |
$28.5K - $30.7K
|
38.7K
$3.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-82- 0.53% |
$6.01K - $6.48K
|
15.5K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-42.5K- 6.55% |
$3.11M - $3.36M
|
606K
$48.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5- 0.16% |
$366 - $395
|
3.06K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.6K+ 1.94% |
$117K - $126K
|
84.1K
$6.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
228+ 7.48% |
$16.7K - $18K
|
3.28K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
20.7K+ 23.88% |
$1.52M - $1.64M
|
108K
$8.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-84- 0.74% |
$6.15K - $6.64K
|
11.3K
$906K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
20.2K+ 65.38% |
$1.48M - $1.6M
|
51.1K
$4.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
12.7K+ 4.3% |
$932K - $1.01M
|
309K
$24.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-144- 0.41% |
$10.5K - $11.4K
|
34.6K
$2.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4+ 1.81% |
$293 - $316
|
225
$18.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-175- 3.18% |
$12.8K - $13.8K
|
5.32K
$427K
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.84K- 1.19% |
$208K - $224K
|
235K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.3K- 0.67% |
$831K - $897K
|
1.68M
$135M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 0.6% |
$126K - $136K
|
288K
$23.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.4K+ 10.9% |
$2.23M - $2.4M
|
309K
$24.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.44K+ 26.84% |
$179K - $193K
|
11.5K
$925K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.84K- 2.63% |
$428K - $462K
|
217K
$17.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
453+ 0.46% |
$33.2K - $35.8K
|
99.2K
$7.96M
|
|