Latest Institutional Purchases of American Centy ETF Tr Avantis (AVDE)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87K+ 70.11% |
$6.37M - $6.87M
|
211K
$16.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.7K+ 15.41% |
$5.69M - $6.14M
|
582K
$46.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
76.8K+ 97.44% |
$5.62M - $6.07M
|
156K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
71.9K+ 843.75% |
$5.27M - $5.68M
|
80.4K
$6.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
67.8K+ 63.07% |
$4.97M - $5.36M
|
175K
$14.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
65.5KNew |
$4.79M - $5.17M
|
65.5K
$5.25M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
59KNew |
$4.32M - $4.66M
|
59K
$4.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50.3K+ 6.21% |
$3.69M - $3.98M
|
861K
$69.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49.4K+ 83.16% |
$3.62M - $3.9M
|
109K
$8.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
48.8K+ 167.75% |
$3.57M - $3.86M
|
77.9K
$6.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
47.5K+ 16.23% |
$3.48M - $3.75M
|
340K
$27.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
47.3K+ 15.05% |
$3.47M - $3.74M
|
362K
$29M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46.1K+ 7.23% |
$3.38M - $3.65M
|
684K
$54.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
41.4K+ 17.57% |
$3.03M - $3.27M
|
277K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.1K+ 15.29% |
$3.01M - $3.25M
|
310K
$24.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
40KNew |
$2.93M - $3.16M
|
40K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
38.4K+ 8.68% |
$2.81M - $3.03M
|
480K
$38.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
34.4K+ 679.9% |
$2.52M - $2.72M
|
39.4K
$3.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
34.3KNew |
$2.51M - $2.71M
|
34.3K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
33.8KNew |
$2.47M - $2.67M
|
33.8K
$2.71M
|
|
|
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 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
32.3K+ 20.35% |
$2.36M - $2.55M
|
191K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
31.9K+ 253.92% |
$2.34M - $2.52M
|
44.5K
$3.57M
|
|
|
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 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.8K+ 118.75% |
$2.26M - $2.44M
|
56.8K
$4.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
30.1KNew |
$2.21M - $2.38M
|
30.1K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
29.3KNew |
$2.15M - $2.32M
|
29.3K
$2.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.5K+ 175.41% |
$1.94M - $2.1M
|
41.7K
$3.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
26.3K+ 4.23% |
$1.93M - $2.08M
|
648K
$52M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
25K+ 110.18% |
$1.83M - $1.98M
|
47.7K
$3.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.9K+ 183.65% |
$1.82M - $1.97M
|
38.5K
$3.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
22.3KNew |
$1.63M - $1.76M
|
22.3K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
21.1KNew |
$1.54M - $1.67M
|
21.1K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Divergent Planning, LLC
|
BUY
|
- |
20.7K+ 23.88% |
$1.52M - $1.64M
|
108K
$8.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20.3K+ 13.82% |
$1.49M - $1.6M
|
167K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
20.2K+ 11.43% |
$1.48M - $1.6M
|
197K
$15.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 4.67% |
$1.48M - $1.6M
|
453K
$36.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
20.2K+ 65.38% |
$1.48M - $1.6M
|
51.1K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20.1K+ 72.62% |
$1.47M - $1.58M
|
47.7K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
19.6KNew |
$1.43M - $1.55M
|
19.6K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19KNew |
$1.39M - $1.5M
|
19K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
18.4K+ 39.71% |
$1.35M - $1.46M
|
64.8K
$5.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
18.4KNew |
$1.35M - $1.45M
|
18.4K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
18.3K+ 18.71% |
$1.34M - $1.45M
|
116K
$9.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 19.25% |
$1.29M - $1.39M
|
109K
$8.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16.2K+ 737.9% |
$1.18M - $1.28M
|
18.4K
$1.47M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
15.6K+ 16.53% |
$1.14M - $1.23M
|
110K
$8.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
15.5K+ 6.95% |
$1.13M - $1.22M
|
238K
$19.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
15.1K+ 3.51% |
$1.1M - $1.19M
|
444K
$35.6M
|
|