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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 1.58% |
$192K - $216K
|
151K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12.1K- 10.51% |
$962K - $1.08M
|
103K
$9.32M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-6.22K- 6.0% |
$493K - $554K
|
97.4K
$8.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
256KNew |
$20.3M - $22.8M
|
256K
$23.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.69K- 1.63% |
$530K - $596K
|
404K
$36.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-155- 1.51% |
$12.3K - $13.8K
|
10.1K
$911K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-41- 46.07% |
$3.25K - $3.65K
|
48
$4.33K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37KNew |
$188K - $211K
|
2.37K
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.2K+ 44.7% |
$412K - $463K
|
16.8K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
27+ 0.33% |
$2.14K - $2.4K
|
8.32K
$750K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.94K+ 3.72% |
$550K - $618K
|
194K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-788- 4.5% |
$62.4K - $70.2K
|
16.7K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
746+ 2.03% |
$59.1K - $66.4K
|
37.5K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1.39K- 1.38% |
$110K - $123K
|
99.3K
$8.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-182- 2.06% |
$14.4K - $16.2K
|
8.65K
$781K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.47K+ 2.82% |
$116K - $131K
|
53.4K
$4.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
5.02K+ 1.11% |
$398K - $447K
|
457K
$41.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 56.21% |
$15.1K - $16.9K
|
148
$13.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$168K - $189K
|
2.12K
$192K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.07K+ 0.69% |
$718K - $807K
|
1.33M
$120M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
784+ 9.34% |
$62.1K - $69.8K
|
9.18K
$828K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
33.2K+ 933.82% |
$2.63M - $2.95M
|
36.7K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135New |
$10.7K - $12K
|
135
$12.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01K+ 6.7% |
$79.6K - $89.5K
|
16K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.37K- 1.9% |
$267K - $300K
|
174K
$15.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27KNew |
$2.14M - $2.4M
|
27K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-22- 0.3% |
$1.74K - $1.96K
|
7.21K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
170+ 0.26% |
$13.5K - $15.1K
|
64.6K
$5.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16.8K+ 30.14% |
$1.33M - $1.49M
|
72.4K
$6.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.95K+ 5.66% |
$155K - $174K
|
36.4K
$3.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.45K- 0.44% |
$115K - $129K
|
329K
$29.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
631+ 32.08% |
$50K - $56.2K
|
2.6K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.56K- 2.25% |
$124K - $139K
|
67.7K
$6.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
55+ 0.53% |
$4.36K - $4.9K
|
10.5K
$944K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$1.21M - $1.36M
|
15.2K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
133New |
$10.5K - $11.8K
|
133
$12K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.07K+ 49.75% |
$402K - $452K
|
15.3K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
277KNew |
$22M - $24.7M
|
277K
$25M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$158 - $178
|
2.82K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-861- 0.36% |
$68.2K - $76.7K
|
237K
$21.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.03KNew |
$81.7K - $91.8K
|
1.03K
$93K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117New |
$9.27K - $10.4K
|
117
$10.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-33.7K- 30.58% |
$2.67M - $3M
|
76.5K
$6.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
884+ 7.97% |
$70K - $78.7K
|
12K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.69K+ 3.77% |
$530K - $596K
|
184K
$16.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
9.96K+ 19.87% |
$789K - $887K
|
60.1K
$5.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-82- 0.21% |
$6.5K - $7.3K
|
38.5K
$3.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
44KNew |
$3.49M - $3.92M
|
44K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.69K+ 248.66% |
$530K - $596K
|
9.39K
$847K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
29.4K+ 56.01% |
$2.33M - $2.62M
|
82K
$7.39M
|
|