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 |
|---|---|---|---|---|---|---|---|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 0.77% |
$1.9K - $2.14K
|
3.15K
$284K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
742New |
$58.8K - $66.1K
|
742
$66.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.94K- 2.84% |
$154K - $173K
|
66.2K
$5.97M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-246- 19.81% |
$19.5K - $21.9K
|
996
$89.8K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-48- 1.24% |
$3.8K - $4.27K
|
3.81K
$344K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12+ 0.61% |
$951 - $1.07K
|
1.96K
$177K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-747- 5.72% |
$59.2K - $66.5K
|
12.3K
$1.11M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
173+ 1.18% |
$13.7K - $15.4K
|
14.8K
$1.34M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23New |
$1.82K - $2.05K
|
23
$2.07K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-177- 1.19% |
$14K - $15.8K
|
14.7K
$1.33M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-350- 1.65% |
$27.7K - $31.2K
|
20.9K
$1.88M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 3.0% |
$87.6K - $98.5K
|
38K
$3.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1K- 5.13% |
$79.3K - $89.1K
|
18.5K
$1.67M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21.5K+ 78.46% |
$1.71M - $1.92M
|
49K
$4.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-774- 5.69% |
$61.3K - $68.9K
|
12.8K
$1.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
25K+ 7.23% |
$1.98M - $2.23M
|
371K
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.6K+ 409.69% |
$998K - $1.12M
|
15.7K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-422K- 40.1% |
$33.5M - $37.6M
|
631K
$56.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.19K+ 4.26% |
$174K - $195K
|
53.7K
$4.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-7.72K- 1.49% |
$611K - $687K
|
511K
$46.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.32KNew |
$263K - $296K
|
3.32K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.17K- 4.67% |
$172K - $193K
|
44.4K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.8K+ 35.44% |
$3.39M - $3.81M
|
163K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.2K+ 11.45% |
$5.96M - $6.7M
|
732K
$66M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
158+ 4.65% |
$12.5K - $14.1K
|
3.56K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.13K- 10.0% |
$89.1K - $100K
|
10.1K
$913K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
81+ 15.58% |
$6.42K - $7.21K
|
601
$54.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
319+ 0.19% |
$25.3K - $28.4K
|
164K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27- 0.82% |
$2.14K - $2.4K
|
3.26K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
621+ 17.41% |
$49.2K - $55.3K
|
4.19K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 2.59% |
$797K - $895K
|
398K
$35.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
140+ 1.69% |
$11.1K - $12.5K
|
8.44K
$761K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-9.36K- 47.01% |
$742K - $834K
|
10.6K
$952K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.18K- 27.57% |
$331K - $372K
|
11K
$989K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.7K+ 2.04% |
$135K - $151K
|
85.1K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.77K- 2.72% |
$140K - $158K
|
63.2K
$5.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.07K+ 74.48% |
$322K - $362K
|
9.53K
$860K
|
|
|
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
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-10.5K- 0.63% |
$836K - $939K
|
1.65M
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.11K+ 3.81% |
$246K - $277K
|
84.6K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.04K- 9.99% |
$82.7K - $92.9K
|
9.41K
$848K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.1KNew |
$245K - $276K
|
3.1K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.2KNew |
$94.8K - $106K
|
1.2K
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32K+ 39.02% |
$2.54M - $2.85M
|
114K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.25M- 99.26% |
$99.4M - $112M
|
9.35K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
4.1KNew |
$325K - $365K
|
4.1K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.23M+ 12.14% |
$177M - $199M
|
20.6M
$1.86B
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
695+ 12.04% |
$55.1K - $61.9K
|
6.47K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.2K+ 283.17% |
$1.12M - $1.26M
|
19.2K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
753+ 0.87% |
$59.7K - $67K
|
87.2K
$7.86M
|
|