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 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
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.82K+ 25.02% |
$334K - $347K
|
19.1K
$1.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43New |
$3.76K - $3.91K
|
43
$3.88K
|
|
|
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
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.87K+ 5.23% |
$163K - $170K
|
37.6K
$3.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-22- 0.94% |
$1.92K - $2K
|
2.32K
$209K
|
|
|
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
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
607+ 5.4% |
$53K - $55.2K
|
11.8K
$1.07M
|
|
|
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
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.71K+ 31.39% |
$149K - $155K
|
7.14K
$644K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.63K+ 2.23% |
$405K - $421K
|
212K
$19.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-9.92K- 3.77% |
$867K - $902K
|
254K
$22.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-738- 4.76% |
$64.5K - $67.1K
|
14.8K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
62+ 0.1% |
$5.42K - $5.64K
|
64.7K
$5.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-20.9K- 49.28% |
$1.82M - $1.9M
|
21.5K
$1.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
186+ 2.31% |
$16.3K - $16.9K
|
8.23K
$742K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
19.4K+ 20.28% |
$1.7M - $1.77M
|
115K
$10.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
15+ 0.01% |
$1.31K - $1.36K
|
102K
$9.19M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12.3K+ 11.89% |
$1.07M - $1.11M
|
115K
$10.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
30.7K+ 24.44% |
$2.68M - $2.79M
|
156K
$14.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1K+ 5.62% |
$707K - $736K
|
152K
$13.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 1.23% |
$117K - $122K
|
111K
$9.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-123- 0.24% |
$10.7K - $11.2K
|
52.2K
$4.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.79K+ 30.2% |
$244K - $254K
|
12K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-52.7K- 20.92% |
$4.61M - $4.8M
|
199K
$18M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-84- 0.16% |
$7.34K - $7.64K
|
52.7K
$4.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.82K+ 2.5% |
$509K - $529K
|
239K
$21.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.27K- 1.41% |
$111K - $116K
|
89.3K
$8.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29.3K- 48.9% |
$2.56M - $2.66M
|
30.6K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-98- 0.67% |
$8.56K - $8.91K
|
14.5K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
26+ 0.2% |
$2.27K - $2.36K
|
12.7K
$1.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.77KNew |
$242K - $252K
|
2.77K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-81- 0.15% |
$7.08K - $7.36K
|
53.6K
$4.83M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
145K+ 96.22% |
$12.6M - $13.1M
|
295K
$26.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.4K+ 8.07% |
$734K - $764K
|
112K
$10.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-658- 0.49% |
$57.5K - $59.8K
|
135K
$12.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.05% |
$961 - $1K
|
20.3K
$1.84M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-583- 15.61% |
$50.9K - $53K
|
3.15K
$284K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
57New |
$4.98K - $5.18K
|
57
$5.14K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.15K- 3.62% |
$275K - $287K
|
83.9K
$7.57M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.3K+ 4.07% |
$1.68M - $1.75M
|
493K
$44.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
26.2K+ 26.62% |
$2.29M - $2.38M
|
124K
$11.2M
|
|
| Q3 2025 | |||||||
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 0.77% |
$1.9K - $2.14K
|
3.15K
$284K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
742New |
$58.8K - $66.1K
|
742
$66.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.94K- 2.84% |
$154K - $173K
|
66.2K
$5.97M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-246- 19.81% |
$19.5K - $21.9K
|
996
$89.8K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-48- 1.24% |
$3.8K - $4.27K
|
3.81K
$344K
|
|