Latest Institutional Transactions on American Centy ETF Tr Avantis (AVSD)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVSD) 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 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.42K- 10.36% |
$94.3K - $101K
|
12.2K
$883K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-502- 75.95% |
$33.4K - $36K
|
159
$11.5K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-93- 1.88% |
$6.2K - $6.66K
|
4.85K
$350K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.39KNew |
$359K - $386K
|
5.39K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.5K- 26.35% |
$968K - $1.04M
|
40.6K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.52K- 3.9% |
$368K - $395K
|
136K
$9.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.7K+ 1023.01% |
$2.85M - $3.06M
|
46.9K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.06% |
$400 - $430
|
10.4K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.86K+ 65.6% |
$590K - $635K
|
22.4K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1.44M - $1.54M
|
21.6K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.14KNew |
$342K - $368K
|
5.14K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-221- 1.74% |
$14.7K - $15.8K
|
12.5K
$901K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.63K+ 24.49% |
$109K - $117K
|
8.29K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
865New |
$57.6K - $62K
|
865
$62.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
598+ 5.77% |
$39.8K - $42.9K
|
11K
$791K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 3.95% |
$86.4K - $92.9K
|
34.2K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.4K+ 297.24% |
$1.09M - $1.17M
|
21.9K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11+ 4.18% |
$733 - $788
|
274
$19.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
981+ 0.45% |
$65.4K - $70.3K
|
217K
$15.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
274+ 3.04% |
$18.3K - $19.6K
|
9.3K
$671K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.2KNew |
$681K - $733K
|
10.2K
$738K
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.83KNew |
$189K - $203K
|
2.83K
$204K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-21- 0.07% |
$1.4K - $1.5K
|
31.3K
$2.26M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 22.72% |
$713K - $767K
|
57.8K
$4.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-903- 4.36% |
$60.2K - $64.7K
|
19.8K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
56+ 1.65% |
$3.73K - $4.01K
|
3.45K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.56K- 17.9% |
$170K - $183K
|
11.7K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
14KNew |
$934K - $1.01M
|
14K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
989+ 9.86% |
$65.9K - $70.9K
|
11K
$795K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
3.39K+ 6.48% |
$226K - $243K
|
55.7K
$4.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
38+ 1.52% |
$2.53K - $2.72K
|
2.53K
$183K
|
|
|
Oct 30, 2025
Q3 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-182- 0.69% |
$12.1K - $13K
|
26K
$1.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
45+ 0.18% |
$3K - $3.22K
|
24.9K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-130- 0.06% |
$8.66K - $9.32K
|
207K
$15M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 13.22% |
$206K - $222K
|
26.5K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-515- 0.88% |
$34.3K - $36.9K
|
58.2K
$4.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
5.3KNew |
$353K - $380K
|
5.3K
$383K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
274+ 1.03% |
$18.3K - $19.6K
|
26.8K
$1.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.19K+ 724.35% |
$279K - $301K
|
4.77K
$344K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
679+ 5.19% |
$45.2K - $48.7K
|
13.8K
$992K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-385- 1.79% |
$25.6K - $27.6K
|
21.1K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 1.94% |
$600 - $645
|
472
$34.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-96- 1.65% |
$6.4K - $6.88K
|
5.71K
$412K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-612- 83.04% |
$33K - $41.5K
|
125
$9.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30.2KNew |
$1.63M - $2.05M
|
30.2K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.24K- 48.82% |
$174K - $219K
|
3.4K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 1.72% |
$915 - $1.15K
|
1.01K
$72.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.75KNew |
$256K - $322K
|
4.75K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-161- 10.5% |
$8.67K - $10.9K
|
1.37K
$99.1K
|
|