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 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.45K- 0.44% |
$115K - $129K
|
329K
$29.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
631+ 32.08% |
$50K - $56.2K
|
2.6K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.56K- 2.25% |
$124K - $139K
|
67.7K
$6.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
55+ 0.53% |
$4.36K - $4.9K
|
10.5K
$944K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
884+ 7.97% |
$70K - $78.7K
|
12K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.69K+ 3.77% |
$530K - $596K
|
184K
$16.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
9.96K+ 19.87% |
$789K - $887K
|
60.1K
$5.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-82- 0.21% |
$6.5K - $7.3K
|
38.5K
$3.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
44KNew |
$3.49M - $3.92M
|
44K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.69K+ 248.66% |
$530K - $596K
|
9.39K
$847K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-33.7K- 30.58% |
$2.67M - $3M
|
76.5K
$6.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
133New |
$10.5K - $11.8K
|
133
$12K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117New |
$9.27K - $10.4K
|
117
$10.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.03KNew |
$81.7K - $91.8K
|
1.03K
$93K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-861- 0.36% |
$68.2K - $76.7K
|
237K
$21.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$158 - $178
|
2.82K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
277KNew |
$22M - $24.7M
|
277K
$25M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.07K+ 49.75% |
$402K - $452K
|
15.3K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
24.6K+ 5.82% |
$1.95M - $2.19M
|
447K
$40.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.07K+ 4.76% |
$640K - $719K
|
178K
$16M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.03K+ 11.36% |
$161K - $181K
|
19.9K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
29.4K+ 56.01% |
$2.33M - $2.62M
|
82K
$7.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.98K+ 24.73% |
$157K - $176K
|
10K
$902K
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15.8K+ 23.62% |
$1.25M - $1.4M
|
82.5K
$7.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.75KNew |
$138K - $155K
|
1.75K
$157K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
630+ 3.91% |
$49.9K - $56.1K
|
16.7K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8.67K+ 6.35% |
$687K - $772K
|
145K
$13.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
28K+ 6.64% |
$2.22M - $2.5M
|
450K
$40.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.89K+ 12.45% |
$546K - $614K
|
62.3K
$5.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
46K+ 2.83% |
$3.64M - $4.09M
|
1.67M
$151M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 0.71% |
$2.06K - $2.31K
|
3.7K
$333K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
14.2K+ 5.78% |
$1.12M - $1.26M
|
260K
$23.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
192+ 0.11% |
$15.2K - $17.1K
|
176K
$15.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.43KNew |
$193K - $216K
|
2.43K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-6.84K- 2.26% |
$542K - $609K
|
296K
$26.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
26.4KNew |
$2.09M - $2.35M
|
26.4K
$2.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.61K+ 4.37% |
$286K - $321K
|
86.3K
$7.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-107- 1.07% |
$8.48K - $9.53K
|
9.91K
$894K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2.63K+ 1.04% |
$208K - $234K
|
255K
$23M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.5K+ 14.74% |
$1.62M - $1.82M
|
159K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3.38K+ 2.36% |
$268K - $301K
|
147K
$13.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-332- 0.13% |
$26.3K - $29.6K
|
263K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 2.02% |
$103K - $115K
|
65.4K
$5.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
137K+ 335.46% |
$10.9M - $12.2M
|
178K
$16M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-200- 0.9% |
$15.8K - $17.8K
|
22.1K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
8New |
$634 - $712
|
8
$722
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.17K+ 3.32% |
$172K - $193K
|
67.6K
$6.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-650- 9.26% |
$51.5K - $57.9K
|
6.37K
$575K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
19.9K+ 362.83% |
$1.58M - $1.77M
|
25.4K
$2.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.55K- 2.13% |
$440K - $494K
|
256K
$23M
|
|