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 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
82New |
$6.5K - $7.3K
|
82
$7.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.33K+ 11.0% |
$106K - $119K
|
13.5K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
34.6KNew |
$2.74M - $3.08M
|
34.6K
$3.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.82K+ 10.71% |
$144K - $162K
|
18.8K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.63K- 16.65% |
$763K - $857K
|
48.2K
$4.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-20.5K- 7.54% |
$1.63M - $1.83M
|
252K
$22.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-59- 69.41% |
$4.68K - $5.25K
|
26
$2.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-3.17K- 4.13% |
$251K - $282K
|
73.6K
$6.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 2.25% |
$89.9K - $101K
|
51.4K
$4.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
33+ 2.33% |
$2.61K - $2.94K
|
1.45K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.13K- 5.27% |
$89.6K - $101K
|
20.3K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
196+ 1.04% |
$15.5K - $17.4K
|
19.1K
$1.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.96K+ 1.34% |
$314K - $352K
|
299K
$27M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-25.3K- 6.16% |
$2M - $2.25M
|
385K
$34.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
277+ 44.53% |
$21.9K - $24.7K
|
899
$81.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
553New |
$43.8K - $49.2K
|
553
$49.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.36K+ 9.72% |
$504K - $566K
|
71.7K
$6.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
7.92K+ 13.01% |
$628K - $705K
|
68.8K
$6.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
152KNew |
$12M - $13.5M
|
152K
$13.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 1.61% |
$105K - $118K
|
81.2K
$7.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-851- 1.24% |
$67.4K - $75.8K
|
67.5K
$6.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.32K+ 134.17% |
$739K - $830K
|
16.3K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-3.33K- 1.81% |
$264K - $296K
|
181K
$16.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
956+ 37.52% |
$75.8K - $85.1K
|
3.5K
$316K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.52K+ 7.87% |
$596K - $670K
|
103K
$9.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.41K+ 60.84% |
$508K - $571K
|
16.9K
$1.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.11K+ 3.77% |
$246K - $277K
|
85.4K
$7.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
123+ 0.24% |
$9.75K - $11K
|
52.3K
$4.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.5K+ 2.68% |
$1.23M - $1.38M
|
594K
$53.6M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.07K- 0.82% |
$84.9K - $95.4K
|
130K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-94- 0.24% |
$7.45K - $8.37K
|
38.9K
$3.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.63KNew |
$288K - $323K
|
3.63K
$328K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.24KNew |
$732K - $822K
|
9.24K
$833K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.91K+ 189.25% |
$389K - $437K
|
7.51K
$677K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-37- 0.97% |
$2.93K - $3.29K
|
3.79K
$342K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-813- 4.95% |
$64.4K - $72.4K
|
15.6K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 0.48% |
$103K - $116K
|
272K
$24.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
990+ 33.01% |
$78.4K - $88.1K
|
3.99K
$360K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
495+ 5.43% |
$39.2K - $44.1K
|
9.62K
$867K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.6K+ 3.57% |
$365K - $410K
|
134K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.48K+ 8.16% |
$197K - $221K
|
32.9K
$2.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.6K+ 424.39% |
$922K - $1.04M
|
14.4K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
148+ 27.77% |
$11.7K - $13.2K
|
681
$61.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$1.72M - $1.93M
|
21.7K
$1.96M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.97K- 0.85% |
$394K - $442K
|
580K
$52.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
860+ 13.9% |
$68.1K - $76.6K
|
7.05K
$635K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$796K - $894K
|
10K
$906K
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
BUY
|
- |
13.5K+ 11.84% |
$1.07M - $1.2M
|
127K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
764+ 7.07% |
$60.5K - $68K
|
11.6K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.38K+ 3.16% |
$109K - $123K
|
44.9K
$4.05M
|
|