Latest Institutional Purchases of American Centy ETF Tr Avantis (AVDV)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.12K+ 7.69% |
$247K - $278K
|
43.7K
$3.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.11K+ 3.81% |
$246K - $277K
|
84.6K
$7.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.11K+ 3.77% |
$246K - $277K
|
85.4K
$7.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.1KNew |
$245K - $276K
|
3.1K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.08K+ 17.77% |
$244K - $274K
|
20.4K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.02KNew |
$239K - $269K
|
3.02K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.01K+ 44.25% |
$239K - $268K
|
9.81K
$885K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3K+ 1.47% |
$237K - $267K
|
207K
$18.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.88KNew |
$228K - $256K
|
2.88K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.81K+ 2.7% |
$223K - $250K
|
107K
$9.66M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.77KNew |
$219K - $246K
|
2.77K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
2.63K+ 1.04% |
$208K - $234K
|
255K
$23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.48K+ 8.16% |
$197K - $221K
|
32.9K
$2.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.45KNew |
$194K - $218K
|
2.45K
$221K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.44K+ 17.59% |
$193K - $217K
|
16.3K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.43KNew |
$193K - $216K
|
2.43K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.42K+ 5.51% |
$192K - $215K
|
46.3K
$4.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37KNew |
$188K - $211K
|
2.37K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.37K+ 19.3% |
$187K - $211K
|
14.6K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.28KNew |
$181K - $203K
|
2.28K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.19K+ 4.26% |
$174K - $195K
|
53.7K
$4.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.17K+ 3.32% |
$172K - $193K
|
67.6K
$6.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$168K - $189K
|
2.12K
$192K
|
|
|
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
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.98K+ 24.73% |
$157K - $176K
|
10K
$902K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.95K+ 5.66% |
$155K - $174K
|
36.4K
$3.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.87K+ 30.1% |
$148K - $166K
|
8.08K
$729K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.85K+ 66.75% |
$147K - $165K
|
4.63K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 10.71% |
$144K - $162K
|
18.8K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77K+ 9.32% |
$140K - $158K
|
20.8K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.75KNew |
$138K - $155K
|
1.75K
$157K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.73K+ 33.99% |
$137K - $154K
|
6.82K
$615K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.7K+ 2.04% |
$135K - $151K
|
85.1K
$7.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.65K+ 3.19% |
$131K - $147K
|
53.3K
$4.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.61K+ 5.5% |
$127K - $143K
|
30.8K
$2.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.53K+ 23.71% |
$121K - $136K
|
7.96K
$718K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.49K+ 5.24% |
$118K - $132K
|
29.9K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.47K+ 2.82% |
$116K - $131K
|
53.4K
$4.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.42K+ 7.13% |
$113K - $127K
|
21.4K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.38K+ 3.16% |
$109K - $123K
|
44.9K
$4.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.33K+ 11.0% |
$106K - $119K
|
13.5K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 0.48% |
$103K - $116K
|
272K
$24.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 2.02% |
$103K - $115K
|
65.4K
$5.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.28K+ 1.42% |
$102K - $114K
|
91.3K
$8.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 3.16% |
$99.2K - $111K
|
40.9K
$3.69M
|
|
|
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
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 3.95% |
$97.7K - $110K
|
32.4K
$2.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.23K+ 6.04% |
$97.3K - $109K
|
21.5K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.22K+ 2.36% |
$96.3K - $108K
|
52.7K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.2KNew |
$94.8K - $106K
|
1.2K
$108K
|
|