Latest Institutional Transactions on American Centy ETF Tr Avantis (AVDE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVDE) 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 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
20.2K+ 11.43% |
$1.48M - $1.6M
|
197K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 9.3% |
$1.05M - $1.14M
|
169K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.1K+ 15.29% |
$3.01M - $3.25M
|
310K
$24.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
158K+ 55.98% |
$11.5M - $12.5M
|
439K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.18K- 6.2% |
$452K - $488K
|
93.5K
$7.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
19.6KNew |
$1.43M - $1.55M
|
19.6K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 9.31% |
$9.16K - $9.88K
|
1.47K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
172+ 2.51% |
$12.6K - $13.6K
|
7.02K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.4K+ 4.77% |
$249K - $269K
|
74.7K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
319K+ 68.23% |
$23.4M - $25.2M
|
787K
$63.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.86KNew |
$210K - $226K
|
2.86K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.56K+ 43.8% |
$481K - $519K
|
21.5K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.8K- 12.67% |
$1.74M - $1.88M
|
164K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-253- 0.55% |
$18.5K - $20K
|
45.7K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-166K- 98.15% |
$12.2M - $13.2M
|
3.14K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.86KNew |
$649K - $700K
|
8.86K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.4K+ 93.33% |
$249K - $269K
|
7.05K
$566K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.8K- 4.0% |
$2.04M - $2.2M
|
667K
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.51K+ 52.77% |
$331K - $357K
|
13.1K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 5.26% |
$974K - $1.05M
|
266K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-97.8K- 18.96% |
$7.16M - $7.73M
|
418K
$33.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-414- 4.28% |
$30.3K - $32.7K
|
9.26K
$743K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.48K+ 136.19% |
$474K - $512K
|
11.2K
$901K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.45K+ 33.76% |
$473K - $510K
|
25.6K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.04K+ 19.02% |
$515K - $556K
|
44K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
205+ 0.36% |
$15K - $16.2K
|
57.6K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.18K+ 0.67% |
$159K - $172K
|
327K
$26.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10K+ 20.82% |
$734K - $792K
|
58.2K
$4.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-26.1K- 34.89% |
$1.91M - $2.06M
|
48.7K
$3.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 18.55% |
$9.75M - $10.5M
|
851K
$68.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
585+ 1.4% |
$42.8K - $46.2K
|
42.4K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
195K+ 24.92% |
$14.3M - $15.4M
|
978K
$78.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.55K+ 1.74% |
$406K - $438K
|
324K
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-898- 12.81% |
$65.8K - $71K
|
6.11K
$491K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 0.17% |
$4.39K - $4.74K
|
34.7K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.94K+ 168.18% |
$362K - $390K
|
7.87K
$632K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.08% |
$1.1K - $1.19K
|
18.6K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.4K+ 6400.52% |
$7.21M - $7.78M
|
99.9K
$8.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-5.75K- 9.44% |
$421K - $454K
|
55.1K
$4.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
51New |
$3.74K - $4.03K
|
51
$4.09K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-213- 0.49% |
$15.6K - $16.8K
|
43.4K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.23K+ 40.78% |
$456K - $492K
|
21.5K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97K- 37.5% |
$7.1M - $7.66M
|
162K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-516- 2.66% |
$37.8K - $40.8K
|
18.8K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
926KNew |
$67.8M - $73.2M
|
926K
$74.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
79New |
$5.79K - $6.24K
|
79
$6.34K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-73- 0.16% |
$5.35K - $5.77K
|
45.6K
$3.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
118K+ 111.15% |
$8.63M - $9.31M
|
224K
$18M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
283New |
$20.7K - $22.4K
|
283
$22.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
59KNew |
$4.32M - $4.66M
|
59K
$4.73M
|
|