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 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$601K - $648K
|
8.2K
$658K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
708+ 3.15% |
$51.9K - $56K
|
23.2K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-4- 0.11% |
$293 - $316
|
3.56K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
156+ 0.53% |
$11.4K - $12.3K
|
29.5K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.06K- 0.45% |
$77.6K - $83.8K
|
233K
$18.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-694- 0.9% |
$50.8K - $54.9K
|
76.1K
$6.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.68KNew |
$489K - $528K
|
6.68K
$536K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-787- 0.68% |
$57.6K - $62.2K
|
114K
$9.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
90.3K+ 16.65% |
$6.61M - $7.14M
|
632K
$50.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.46K+ 32.77% |
$693K - $748K
|
38.3K
$3.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
998+ 8.02% |
$73.1K - $78.9K
|
13.4K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.77KNew |
$203K - $219K
|
2.77K
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.52K+ 3.07% |
$331K - $357K
|
152K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.63K+ 4.22% |
$120K - $129K
|
40.3K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-211K- 9.01% |
$15.5M - $16.7M
|
2.13M
$171M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
183+ 5.89% |
$13.4K - $14.5K
|
3.29K
$264K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.43K+ 5.01% |
$178K - $192K
|
50.8K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
125New |
$9.16K - $9.88K
|
125
$10K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.28K- 0.5% |
$313K - $338K
|
853K
$68.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8.78K+ 6.57% |
$643K - $694K
|
143K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
385+ 1.93% |
$28.2K - $30.4K
|
20.3K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-7.12K- 0.81% |
$522K - $563K
|
873K
$70.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.88KNew |
$284K - $307K
|
3.88K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-751- 1.34% |
$55K - $59.4K
|
55.3K
$4.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-648- 2.13% |
$47.5K - $51.2K
|
29.8K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.43K+ 14.2% |
$178K - $192K
|
19.5K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
4.79K+ 0.65% |
$350K - $378K
|
736K
$59.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.24K- 1.18% |
$164K - $177K
|
188K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
11.4K+ 12.38% |
$837K - $904K
|
104K
$8.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
129K+ 14.92% |
$9.44M - $10.2M
|
993K
$79.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
26.3K+ 4.23% |
$1.93M - $2.08M
|
648K
$52M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
853+ 1.3% |
$62.5K - $67.4K
|
66.6K
$5.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 10.55% |
$80.1K - $86.5K
|
9.28K
$744K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-9- 0.15% |
$659 - $711
|
6K
$482K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-2.09K- 2.07% |
$153K - $165K
|
98.7K
$7.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.59K- 1.99% |
$190K - $205K
|
128K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.97K+ 31.21% |
$437K - $472K
|
25.1K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5.22K+ 131.74% |
$382K - $413K
|
9.18K
$737K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.4K+ 3.38% |
$395K - $427K
|
165K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.65K+ 17.62% |
$414K - $446K
|
37.7K
$3.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.92K- 3.61% |
$140K - $151K
|
51.2K
$4.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
913+ 1.55% |
$66.9K - $72.2K
|
59.6K
$4.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.64K+ 10.77% |
$706K - $762K
|
99.1K
$7.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-4.74K- 9.52% |
$347K - $375K
|
45.1K
$3.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-353- 2.68% |
$25.9K - $27.9K
|
12.8K
$1.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
5.53K+ 1.65% |
$405K - $437K
|
341K
$27.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.5K+ 175.41% |
$1.94M - $2.1M
|
41.7K
$3.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
364+ 0.38% |
$26.7K - $28.8K
|
96.6K
$7.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.75KNew |
$494K - $534K
|
6.75K
$542K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
792+ 0.49% |
$58K - $62.6K
|
163K
$13.1M
|
|