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 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.11K+ 3.77% |
$246K - $277K
|
85.4K
$7.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-813- 4.95% |
$64.4K - $72.4K
|
15.6K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 0.48% |
$103K - $116K
|
272K
$24.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
990+ 33.01% |
$78.4K - $88.1K
|
3.99K
$360K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
495+ 5.43% |
$39.2K - $44.1K
|
9.62K
$867K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.6K+ 3.57% |
$365K - $410K
|
134K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.48K+ 8.16% |
$197K - $221K
|
32.9K
$2.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.6K+ 424.39% |
$922K - $1.04M
|
14.4K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
148+ 27.77% |
$11.7K - $13.2K
|
681
$61.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$1.72M - $1.93M
|
21.7K
$1.96M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.97K- 0.85% |
$394K - $442K
|
580K
$52.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
860+ 13.9% |
$68.1K - $76.6K
|
7.05K
$635K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$796K - $894K
|
10K
$906K
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
BUY
|
- |
13.5K+ 11.84% |
$1.07M - $1.2M
|
127K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
764+ 7.07% |
$60.5K - $68K
|
11.6K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.38K+ 3.16% |
$109K - $123K
|
44.9K
$4.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
9.13K+ 7.4% |
$723K - $813K
|
133K
$12M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
500New |
$39.6K - $44.5K
|
500
$45.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
7.15K+ 2.91% |
$566K - $636K
|
253K
$22.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
226New |
$17.9K - $20.1K
|
226
$20.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.36K- 2.18% |
$504K - $566K
|
286K
$25.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77K+ 9.32% |
$140K - $158K
|
20.8K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-515- 0.98% |
$40.8K - $45.9K
|
52.3K
$4.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.34K+ 10.76% |
$503K - $565K
|
65.3K
$5.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.06K- 7.5% |
$242K - $272K
|
37.7K
$3.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-694- 3.24% |
$55K - $61.8K
|
20.7K
$1.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.13K+ 102.54% |
$406K - $456K
|
10.1K
$913K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-972- 1.13% |
$77K - $86.5K
|
85.2K
$7.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
11New |
$872 - $979
|
11
$992
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5- 0.12% |
$396 - $445
|
4.04K
$365K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
235New |
$18.6K - $20.9K
|
235
$21.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37+ 1.2% |
$2.93K - $3.29K
|
3.13K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-815- 6.76% |
$64.6K - $72.6K
|
11.2K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
303+ 2.38% |
$24K - $27K
|
13.1K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
188+ 0.63% |
$14.9K - $16.7K
|
30.1K
$2.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-4.42K- 6.47% |
$350K - $394K
|
63.9K
$5.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.3M+ 144.98% |
$893M - $1B
|
19.1M
$1.72B
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
30New |
$2.38K - $2.67K
|
30
$2.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
379+ 68.41% |
$30K - $33.7K
|
933
$84.1K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-186- 1.15% |
$14.7K - $16.6K
|
16K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-345- 1.03% |
$27.3K - $30.7K
|
33.1K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-705- 0.65% |
$55.9K - $62.8K
|
107K
$9.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.1K+ 4.52% |
$7.78M - $8.74M
|
2.27M
$205M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
558K+ 5.08% |
$44.2M - $49.6M
|
11.5M
$1.04B
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-461K- 39.23% |
$36.6M - $41.1M
|
715K
$64.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.24KNew |
$574K - $645K
|
7.24K
$653K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
73.3K+ 137.42% |
$5.81M - $6.53M
|
127K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.18K+ 2.03% |
$93.3K - $105K
|
59.2K
$5.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 66.67% |
$3.17K - $3.56K
|
100
$9.02K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.29K+ 6.71% |
$419K - $471K
|
84.1K
$7.59M
|
|