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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 33.15% |
$1.09M - $1.22M
|
55.1K
$4.97M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.15K+ 21.09% |
$408K - $459K
|
29.6K
$2.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.49K+ 2.9% |
$356K - $400K
|
160K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
496+ 7.61% |
$39.3K - $44.2K
|
7.01K
$633K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 1463.83% |
$273K - $306K
|
3.68K
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.2K+ 15.86% |
$886K - $995K
|
81.6K
$7.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
980+ 4.58% |
$77.7K - $87.2K
|
22.4K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
5.99K+ 2.65% |
$475K - $533K
|
232K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.86K+ 7.61% |
$623K - $700K
|
111K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-738- 3.95% |
$58.5K - $65.7K
|
17.9K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.49K+ 5.24% |
$118K - $132K
|
29.9K
$2.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.77K- 8.65% |
$537K - $603K
|
71.5K
$6.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-594- 1.88% |
$47.1K - $52.9K
|
31.1K
$2.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
413+ 0.64% |
$32.7K - $36.8K
|
64.6K
$5.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.5K+ 1.4% |
$356K - $400K
|
325K
$29.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.87K- 8.26% |
$148K - $166K
|
20.7K
$1.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.11K- 4.8% |
$246K - $277K
|
61.7K
$5.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-724- 3.14% |
$57.4K - $64.5K
|
22.4K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
434+ 0.43% |
$34.4K - $38.6K
|
102K
$9.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 1.58% |
$192K - $216K
|
151K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12.1K- 10.51% |
$962K - $1.08M
|
103K
$9.32M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-6.22K- 6.0% |
$493K - $554K
|
97.4K
$8.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256KNew |
$20.3M - $22.8M
|
256K
$23.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.69K- 1.63% |
$530K - $596K
|
404K
$36.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-155- 1.51% |
$12.3K - $13.8K
|
10.1K
$911K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-41- 46.07% |
$3.25K - $3.65K
|
48
$4.33K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37KNew |
$188K - $211K
|
2.37K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
5.02K+ 1.11% |
$398K - $447K
|
457K
$41.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.47K+ 2.82% |
$116K - $131K
|
53.4K
$4.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.2K+ 44.7% |
$412K - $463K
|
16.8K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
27+ 0.33% |
$2.14K - $2.4K
|
8.32K
$750K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.94K+ 3.72% |
$550K - $618K
|
194K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 56.21% |
$15.1K - $16.9K
|
148
$13.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.37K- 1.9% |
$267K - $300K
|
174K
$15.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01K+ 6.7% |
$79.6K - $89.5K
|
16K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135New |
$10.7K - $12K
|
135
$12.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
33.2K+ 933.82% |
$2.63M - $2.95M
|
36.7K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
784+ 9.34% |
$62.1K - $69.8K
|
9.18K
$828K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.07K+ 0.69% |
$718K - $807K
|
1.33M
$120M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$168K - $189K
|
2.12K
$192K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-788- 4.5% |
$62.4K - $70.2K
|
16.7K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
746+ 2.03% |
$59.1K - $66.4K
|
37.5K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 1.38% |
$110K - $123K
|
99.3K
$8.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-182- 2.06% |
$14.4K - $16.2K
|
8.65K
$781K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27KNew |
$2.14M - $2.4M
|
27K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-22- 0.3% |
$1.74K - $1.96K
|
7.21K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
170+ 0.26% |
$13.5K - $15.1K
|
64.6K
$5.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16.8K+ 30.14% |
$1.33M - $1.49M
|
72.4K
$6.53M
|
|