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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
199+ 1.05% |
$15.8K - $17.7K
|
19.1K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.85KNew |
$464K - $521K
|
5.85K
$528K
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-230- 0.82% |
$18.2K - $20.5K
|
27.7K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
135K+ 22165.63% |
$10.7M - $12M
|
135K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.35K- 21.31% |
$186K - $209K
|
8.68K
$783K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 95.0% |
$2.71M - $3.04M
|
70.1K
$6.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.82K+ 2.83% |
$382K - $429K
|
175K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
8.19K+ 5.62% |
$649K - $729K
|
154K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
440K+ 51.28% |
$34.9M - $39.2M
|
1.3M
$117M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.13K+ 22.77% |
$89.4K - $100K
|
6.08K
$549K
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-267- 3.47% |
$21.2K - $23.8K
|
7.42K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.61K- 4.77% |
$444K - $499K
|
112K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.01K- 1.27% |
$79.7K - $89.6K
|
78.4K
$7.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.81K+ 11.28% |
$302K - $339K
|
37.6K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.43K - $1.6K
|
3.99K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.7KNew |
$2.59M - $2.91M
|
32.7K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.56K+ 16.32% |
$520K - $584K
|
46.8K
$4.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.1K- 1.82% |
$166K - $187K
|
113K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.65K+ 3.19% |
$131K - $147K
|
53.3K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.24K+ 4.53% |
$98.2K - $110K
|
28.6K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-46- 5.57% |
$3.65K - $4.1K
|
780
$70.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
378New |
$30K - $33.7K
|
378
$34.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
236K+ 6.2% |
$18.7M - $21M
|
4.04M
$365M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
291K+ 778.57% |
$23M - $25.9M
|
328K
$29.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.81K+ 2.01% |
$619K - $695K
|
397K
$35.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.93K- 2.34% |
$232K - $261K
|
123K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-17- 0.14% |
$1.35K - $1.51K
|
11.9K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-676- 0.89% |
$53.6K - $60.2K
|
75K
$6.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
368+ 1.66% |
$29.2K - $32.8K
|
22.6K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 3.95% |
$97.7K - $110K
|
32.4K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
36+ 0.05% |
$2.85K - $3.21K
|
71.8K
$6.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
82New |
$6.5K - $7.3K
|
82
$7.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.33K+ 11.0% |
$106K - $119K
|
13.5K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
34.6KNew |
$2.74M - $3.08M
|
34.6K
$3.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 10.71% |
$144K - $162K
|
18.8K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.63K- 16.65% |
$763K - $857K
|
48.2K
$4.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-59- 69.41% |
$4.68K - $5.25K
|
26
$2.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-3.17K- 4.13% |
$251K - $282K
|
73.6K
$6.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 2.25% |
$89.9K - $101K
|
51.4K
$4.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
33+ 2.33% |
$2.61K - $2.94K
|
1.45K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.13K- 5.27% |
$89.6K - $101K
|
20.3K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
196+ 1.04% |
$15.5K - $17.4K
|
19.1K
$1.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.96K+ 1.34% |
$314K - $352K
|
299K
$27M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-25.3K- 6.16% |
$2M - $2.25M
|
385K
$34.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
277+ 44.53% |
$21.9K - $24.7K
|
899
$81.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
553New |
$43.8K - $49.2K
|
553
$49.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.36K+ 9.72% |
$504K - $566K
|
71.7K
$6.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
152KNew |
$12M - $13.5M
|
152K
$13.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 1.61% |
$105K - $118K
|
81.2K
$7.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-851- 1.24% |
$67.4K - $75.8K
|
67.5K
$6.09M
|
|