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 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
45+ 0.5% |
$3.3K - $3.56K
|
9.03K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.73K+ 9.15% |
$127K - $137K
|
20.6K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.11K- 2.33% |
$520K - $562K
|
298K
$23.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-815- 1.8% |
$59.7K - $64.4K
|
44.4K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
497+ 2.09% |
$36.4K - $39.3K
|
24.3K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-31.2K- 9.29% |
$2.28M - $2.46M
|
304K
$24.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
205+ 0.96% |
$15K - $16.2K
|
21.5K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.19K- 2.11% |
$86.9K - $93.7K
|
55.1K
$4.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.81K+ 47.06% |
$279K - $301K
|
11.9K
$954K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
7.41K+ 191.96% |
$542K - $585K
|
11.3K
$904K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
12.4K+ 5.57% |
$910K - $982K
|
235K
$18.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-34- 0.08% |
$2.49K - $2.69K
|
41.9K
$3.37M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14New |
$1.03K - $1.11K
|
14
$1.12K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 0.61% |
$5.13K - $5.53K
|
11.5K
$922K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.7K+ 15.41% |
$5.69M - $6.14M
|
582K
$46.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-791- 1.74% |
$57.9K - $62.5K
|
44.6K
$3.58M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.63K- 5.87% |
$193K - $208K
|
42.2K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
33.8KNew |
$2.47M - $2.67M
|
33.8K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
132K+ 19.16% |
$9.7M - $10.5M
|
824K
$66.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.54K+ 8.15% |
$332K - $359K
|
60.2K
$4.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.11KNew |
$227K - $245K
|
3.11K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
719+ 2.91% |
$52.7K - $56.8K
|
25.4K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
4.02K+ 2.79% |
$294K - $317K
|
148K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
175+ 1.38% |
$12.8K - $13.8K
|
12.8K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.83K+ 2.57% |
$427K - $461K
|
233K
$18.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.83K+ 3.04% |
$500K - $540K
|
231K
$18.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-65- 0.31% |
$4.76K - $5.14K
|
20.8K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-700- 1.88% |
$51.3K - $55.3K
|
36.6K
$2.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
211KNew |
$15.5M - $16.7M
|
211K
$17M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.21K- 13.99% |
$162K - $175K
|
13.6K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.59K- 3.88% |
$190K - $205K
|
64.3K
$5.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-506- 1.45% |
$37.1K - $40K
|
34.5K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
61.7KNew |
$4.52M - $4.88M
|
61.7K
$4.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.51K+ 12.39% |
$330K - $356K
|
40.9K
$3.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
484+ 5.6% |
$35.4K - $38.3K
|
9.13K
$733K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.83K+ 42.45% |
$647K - $698K
|
29.6K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
730+ 0.27% |
$53.5K - $57.7K
|
269K
$21.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-16.2K- 4.53% |
$1.19M - $1.28M
|
342K
$27.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.76KNew |
$129K - $139K
|
1.76K
$141K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.09KNew |
$153K - $165K
|
2.09K
$168K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.62K+ 88.59% |
$339K - $365K
|
9.84K
$790K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.79K- 1.83% |
$424K - $457K
|
310K
$24.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-275- 3.35% |
$20.1K - $21.7K
|
7.94K
$637K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.58K+ 15.34% |
$482K - $520K
|
49.4K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
163KNew |
$11.9M - $12.9M
|
163K
$13.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.33K- 6.32% |
$390K - $421K
|
78.9K
$6.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-738- 4.43% |
$54.1K - $58.3K
|
15.9K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.97K+ 2.48% |
$437K - $472K
|
247K
$19.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.67K+ 87.22% |
$415K - $448K
|
12.2K
$977K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
4K+ 0.99% |
$293K - $316K
|
408K
$32.7M
|
|