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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-829- 0.19% |
$65.7K - $73.8K
|
440K
$39.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
847+ 22.27% |
$67.1K - $75.4K
|
4.65K
$419K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.85KNew |
$305K - $342K
|
3.85K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.6KNew |
$444K - $499K
|
5.6K
$505K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.7K+ 2.31% |
$1.72M - $1.93M
|
962K
$86.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 1.94% |
$4.36K - $4.9K
|
2.89K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
403+ 2.08% |
$31.9K - $35.9K
|
19.8K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
665+ 2.49% |
$52.7K - $59.2K
|
27.3K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.44K- 3.5% |
$114K - $128K
|
39.8K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5- 3.16% |
$396 - $445
|
153
$13.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-12- 0.05% |
$951 - $1.07K
|
21.8K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.82K+ 2.83% |
$382K - $429K
|
175K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.42K+ 78.04% |
$271K - $304K
|
7.79K
$703K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.88KNew |
$228K - $256K
|
2.88K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4.65K+ 4.18% |
$369K - $414K
|
116K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-289- 1.22% |
$22.9K - $25.7K
|
23.3K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-60.2K- 2.45% |
$4.77M - $5.36M
|
2.4M
$216M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
686+ 3.22% |
$54.4K - $61.1K
|
22K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
124New |
$9.83K - $11K
|
124
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
199+ 1.05% |
$15.8K - $17.7K
|
19.1K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.85KNew |
$464K - $521K
|
5.85K
$528K
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-230- 0.82% |
$18.2K - $20.5K
|
27.7K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
135K+ 22165.63% |
$10.7M - $12M
|
135K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.35K- 21.31% |
$186K - $209K
|
8.68K
$783K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 95.0% |
$2.71M - $3.04M
|
70.1K
$6.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
8.19K+ 5.62% |
$649K - $729K
|
154K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
440K+ 51.28% |
$34.9M - $39.2M
|
1.3M
$117M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
378New |
$30K - $33.7K
|
378
$34.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-267- 3.47% |
$21.2K - $23.8K
|
7.42K
$669K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.61K- 4.77% |
$444K - $499K
|
112K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.01K- 1.27% |
$79.7K - $89.6K
|
78.4K
$7.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.81K+ 11.28% |
$302K - $339K
|
37.6K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$1.43K - $1.6K
|
3.99K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.7KNew |
$2.59M - $2.91M
|
32.7K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.56K+ 16.32% |
$520K - $584K
|
46.8K
$4.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
377+ 3.47% |
$29.9K - $33.6K
|
11.2K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.1K- 1.82% |
$166K - $187K
|
113K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.65K+ 3.19% |
$131K - $147K
|
53.3K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.13K+ 22.77% |
$89.4K - $100K
|
6.08K
$549K
|
|
|
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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
236K+ 6.2% |
$18.7M - $21M
|
4.04M
$365M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
291K+ 778.57% |
$23M - $25.9M
|
328K
$29.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.81K+ 2.01% |
$619K - $695K
|
397K
$35.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.93K- 2.34% |
$232K - $261K
|
123K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-17- 0.14% |
$1.35K - $1.51K
|
11.9K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-676- 0.89% |
$53.6K - $60.2K
|
75K
$6.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
368+ 1.66% |
$29.2K - $32.8K
|
22.6K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 3.95% |
$97.7K - $110K
|
32.4K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
36+ 0.05% |
$2.85K - $3.21K
|
71.8K
$6.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-46- 5.57% |
$3.65K - $4.1K
|
780
$70.3K
|
|