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 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
261K+ 10.26% |
$19.1M - $20.7M
|
2.81M
$225M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.07% |
$73.2 - $79
|
1.4K
$112K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
999+ 4.1% |
$73.2K - $79K
|
25.3K
$2.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
819+ 0.9% |
$60K - $64.7K
|
92.3K
$7.41M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.3KNew |
$972K - $1.05M
|
13.3K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-92.3K- 23.04% |
$6.76M - $7.3M
|
308K
$24.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
279K+ 872.26% |
$20.4M - $22M
|
310K
$24.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-8.04K- 9.23% |
$588K - $635K
|
79K
$6.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 3.89% |
$1.83K - $1.98K
|
617
$49.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
48.8K+ 167.75% |
$3.57M - $3.86M
|
77.9K
$6.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37K+ 6.39% |
$2.71M - $2.93M
|
616K
$49.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 1.49% |
$224K - $242K
|
203K
$16.3M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
60+ 2.79% |
$4.39K - $4.74K
|
2.21K
$177K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.2K+ 5.95% |
$308K - $332K
|
74.8K
$6.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
213K+ 128.88% |
$15.6M - $16.9M
|
379K
$30.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-432- 13.69% |
$31.6K - $34.1K
|
2.72K
$219K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
15.1K+ 3.51% |
$1.1M - $1.19M
|
444K
$35.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
789+ 6.85% |
$57.8K - $62.4K
|
12.3K
$988K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
110K+ 9.12% |
$8.05M - $8.68M
|
1.31M
$105M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
12.5K+ 36.19% |
$913K - $985K
|
46.9K
$3.76M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-300- 5.16% |
$22K - $23.7K
|
5.51K
$442K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6K+ 16.53% |
$1.14M - $1.23M
|
110K
$8.81M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.7K+ 44.2% |
$2.12M - $2.65M
|
116K
$9.34M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3KNew |
$178K - $223K
|
3K
$241K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
433New |
$25.7K - $32.2K
|
433
$34.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.17K+ 29.9% |
$69.6K - $87.2K
|
5.1K
$409K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.65KNew |
$217K - $272K
|
3.65K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
45.5KNew |
$2.7M - $3.38M
|
45.5K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
317New |
$18.8K - $23.6K
|
317
$25.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45+ 1.15% |
$2.67K - $3.35K
|
3.95K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.9KNew |
$3.32M - $4.16M
|
55.9K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 1075.0% |
$150K - $189K
|
2.77K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$164K - $205K
|
2.76K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25+ 0.4% |
$1.48K - $1.86K
|
6.27K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
267K+ 78.69% |
$15.9M - $19.9M
|
607K
$48.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
150New |
$8.9K - $11.2K
|
150
$12K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.8KNew |
$166K - $208K
|
2.8K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.84K- 14.59% |
$109K - $137K
|
10.8K
$866K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.21K+ 3.43% |
$190K - $238K
|
96.6K
$7.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.17K- 15.98% |
$188K - $236K
|
16.7K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8K+ 63.31% |
$522K - $654K
|
22.7K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.49M - $1.87M
|
25.2K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.86KNew |
$169K - $212K
|
2.86K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
112+ 1.7% |
$6.64K - $8.33K
|
6.68K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.3KNew |
$3.58M - $4.48M
|
60.3K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-5.58K- 47.56% |
$331K - $415K
|
6.15K
$493K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
34.4KNew |
$2.04M - $2.55M
|
34.4K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
6.62K+ 406.26% |
$393K - $492K
|
8.25K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
190+ 30.4% |
$11.3K - $14.1K
|
815
$65.4K
|
|