Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-10- 0.13% |
$874 - $909
|
7.95K
$717K
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-875- 5.23% |
$76.4K - $79.6K
|
15.9K
$1.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-111- 3.0% |
$9.7K - $10.1K
|
3.59K
$323K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.37K+ 19.42% |
$120K - $124K
|
8.41K
$759K
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-6.84K- 2.08% |
$598K - $622K
|
322K
$29.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
277+ 2.65% |
$24.2K - $25.2K
|
10.7K
$969K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.84K- 12.89% |
$422K - $440K
|
32.7K
$2.95M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.7K- 1.54% |
$236K - $245K
|
172K
$15.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.32K+ 23.07% |
$202K - $211K
|
12.4K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 1.07% |
$166K - $173K
|
180K
$16.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-33.9K- 11.44% |
$2.96M - $3.08M
|
262K
$23.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-280- 7.21% |
$24.5K - $25.5K
|
3.61K
$325K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.83K+ 0.87% |
$247K - $257K
|
328K
$29.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.28KNew |
$112K - $116K
|
1.28K
$115K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-742- 2.92% |
$64.8K - $67.5K
|
24.6K
$2.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27K+ 18.41% |
$2.36M - $2.46M
|
174K
$15.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-1.95K- 3.3% |
$171K - $177K
|
57.2K
$5.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
59New |
$5.15K - $5.36K
|
59
$5.32K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-272- 0.82% |
$23.8K - $24.7K
|
32.8K
$2.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21.2K+ 110.81% |
$1.86M - $1.93M
|
40.4K
$3.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.13K+ 11.45% |
$623K - $648K
|
69.4K
$6.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
12.6KNew |
$1.1M - $1.14M
|
12.6K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.45K- 4.52% |
$127K - $132K
|
30.7K
$2.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
17.2K+ 34.97% |
$1.5M - $1.56M
|
66.3K
$5.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.4K+ 3.1% |
$1.61M - $1.67M
|
612K
$55.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
192+ 0.11% |
$16.8K - $17.5K
|
179K
$16.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
59+ 2.01% |
$5.15K - $5.36K
|
3K
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
1.06K+ 0.64% |
$92.5K - $96.3K
|
167K
$15.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.96K- 0.95% |
$171K - $178K
|
205K
$18.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.92K+ 17.21% |
$255K - $265K
|
19.9K
$1.79M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
643+ 3.58% |
$56.2K - $58.5K
|
18.6K
$1.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
43.4KNew |
$3.79M - $3.94M
|
43.4K
$3.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
102New |
$8.91K - $9.27K
|
102
$9.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.31KNew |
$202K - $210K
|
2.31K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.04K- 1.25% |
$440K - $458K
|
399K
$35.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.53K+ 10.05% |
$483K - $503K
|
60.6K
$5.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-14.8K- 5.79% |
$1.29M - $1.35M
|
241K
$21.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-66- 2.82% |
$5.77K - $6K
|
2.28K
$205K
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
126K+ 45.39% |
$11M - $11.4M
|
403K
$36.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
53New |
$4.63K - $4.82K
|
53
$4.78K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.44K+ 21.46% |
$300K - $312K
|
19.4K
$1.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.82K+ 25.02% |
$334K - $347K
|
19.1K
$1.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.31K- 3.52% |
$377K - $392K
|
118K
$10.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.87K+ 5.23% |
$163K - $170K
|
37.6K
$3.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43New |
$3.76K - $3.91K
|
43
$3.88K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-17.8K- 3.15% |
$1.56M - $1.62M
|
547K
$49.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
10.5K+ 30.05% |
$917K - $955K
|
45.4K
$4.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.96K- 9.11% |
$172K - $178K
|
19.6K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-2.12K- 0.4% |
$185K - $193K
|
530K
$47.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44New |
$3.84K - $4K
|
44
$3.97K
|
|