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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-157- 0.81% |
$12.4K - $14K
|
19.2K
$1.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.08K+ 17.77% |
$244K - $274K
|
20.4K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-104- 0.27% |
$8.24K - $9.26K
|
37.9K
$3.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.78K+ 20.03% |
$300K - $337K
|
22.7K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.64K+ 1.41% |
$606K - $680K
|
548K
$49.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$1.24M - $1.4M
|
15.7K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.2K+ 4.71% |
$1.13M - $1.27M
|
316K
$28.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-103- 0.03% |
$8.16K - $9.17K
|
340K
$30.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
6.4K+ 21.81% |
$507K - $569K
|
35.7K
$3.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
165K+ 9.13% |
$13.1M - $14.7M
|
1.98M
$178M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-127- 0.07% |
$10.1K - $11.3K
|
175K
$15.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
67.1KNew |
$5.32M - $5.98M
|
67.1K
$6.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.55K- 4.06% |
$123K - $138K
|
36.6K
$3.3M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
524+ 11.84% |
$41.5K - $46.7K
|
4.95K
$446K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.77KNew |
$219K - $246K
|
2.77K
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.36K- 1.52% |
$107K - $121K
|
88.1K
$7.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-2.35K- 1.44% |
$186K - $209K
|
161K
$14.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.28KNew |
$181K - $203K
|
2.28K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-484- 7.5% |
$38.4K - $43.1K
|
5.97K
$538K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-70K- 50.38% |
$5.55M - $6.23M
|
68.9K
$6.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
86.8K+ 3.48% |
$6.88M - $7.72M
|
2.58M
$233M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 0.15% |
$634 - $712
|
5.21K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.05KNew |
$400K - $450K
|
5.05K
$455K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.23K- 3.92% |
$97.4K - $109K
|
30.1K
$2.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.42K+ 7.13% |
$113K - $127K
|
21.4K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
244+ 4066.67% |
$19.3K - $21.7K
|
250
$22.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
94+ 0.93% |
$7.45K - $8.37K
|
10.2K
$916K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
319+ 1.05% |
$25.3K - $28.4K
|
30.6K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
406+ 2.69% |
$32.2K - $36.1K
|
15.5K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
14+ 0.09% |
$1.11K - $1.25K
|
15.7K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-436- 0.07% |
$34.5K - $38.8K
|
598K
$53.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
898New |
$71.2K - $79.9K
|
898
$81K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.81K+ 2.7% |
$223K - $250K
|
107K
$9.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.33K- 10.0% |
$502K - $564K
|
57K
$5.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.3K+ 5.38% |
$1.29M - $1.45M
|
319K
$28.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.43K+ 59.67% |
$272K - $306K
|
9.19K
$829K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-677- 8.17% |
$53.6K - $60.3K
|
7.61K
$686K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-17.2K- 8.2% |
$1.36M - $1.53M
|
192K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
636KNew |
$50.4M - $56.6M
|
636K
$57.3M
|
|