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 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.44K+ 17.59% |
$193K - $217K
|
16.3K
$1.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
28.8K+ 27.44% |
$2.29M - $2.57M
|
134K
$12.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.45K+ 17.57% |
$274K - $308K
|
23.1K
$2.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15.2K+ 2.26% |
$1.21M - $1.35M
|
689K
$62.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.56K- 1.95% |
$282K - $317K
|
179K
$16.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-179- 5.74% |
$14.2K - $15.9K
|
2.94K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.61K+ 5.5% |
$127K - $143K
|
30.8K
$2.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59.8KNew |
$4.74M - $5.33M
|
59.8K
$5.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-187- 7.39% |
$14.8K - $16.6K
|
2.34K
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.38K- 14.63% |
$109K - $123K
|
8.04K
$725K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.36K+ 1.26% |
$108K - $121K
|
109K
$9.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
9.39K+ 10.87% |
$744K - $836K
|
95.8K
$8.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-968- 2.92% |
$76.7K - $86.2K
|
32.2K
$2.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.87K- 8.86% |
$386K - $434K
|
50.1K
$4.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
494+ 10.01% |
$39.1K - $44K
|
5.43K
$490K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3K+ 1.47% |
$237K - $267K
|
207K
$18.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.94K- 2.83% |
$312K - $351K
|
135K
$12.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
5.88K+ 2.53% |
$466K - $523K
|
238K
$21.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
714+ 1.41% |
$56.6K - $63.6K
|
51.4K
$4.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.4K+ 10.91% |
$981K - $1.1M
|
126K
$11.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
439+ 3.58% |
$34.8K - $39.1K
|
12.7K
$1.15M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 36.68% |
$1.25M - $1.61M
|
75.6K
$6.82M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
30+ 5.98% |
$1.85K - $2.38K
|
532
$48K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
78New |
$4.82K - $6.19K
|
78
$7.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40KNew |
$2.47M - $3.17M
|
40K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
462+ 1925.0% |
$28.5K - $36.6K
|
486
$43.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-140- 0.55% |
$8.65K - $11.1K
|
25.3K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 3.85% |
$61.8 - $79.3
|
27
$2.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
55+ 8.37% |
$3.4K - $4.36K
|
712
$64.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.85KNew |
$176K - $226K
|
2.85K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-589- 31.73% |
$36.4K - $46.7K
|
1.27K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.42K+ 6.09% |
$87.5K - $112K
|
24.7K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.82K+ 18.95% |
$113K - $145K
|
11.4K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.7K- 38.84% |
$290K - $373K
|
7.4K
$667K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.91KNew |
$303K - $389K
|
4.91K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
162New |
$10K - $12.8K
|
162
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17New |
$1.05K - $1.35K
|
17
$1.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
80+ 1.86% |
$4.94K - $6.35K
|
4.38K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
693+ 305.29% |
$42.8K - $55K
|
920
$83K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-27- 25.23% |
$1.67K - $2.14K
|
80
$7.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-340- 6.81% |
$21K - $27K
|
4.65K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-57.7K- 8.07% |
$3.56M - $4.58M
|
658K
$59.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
300New |
$18.5K - $23.8K
|
300
$27.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56KNew |
$158K - $203K
|
2.56K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.15K+ 4.75% |
$71.1K - $91.3K
|
25.4K
$2.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
733+ 1.84% |
$45.3K - $58.1K
|
40.6K
$3.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.19% |
$61.8 - $79.3
|
85
$7.67K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
158New |
$9.76K - $12.5K
|
158
$14.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
70KNew |
$4.32M - $5.55M
|
70K
$6.31M
|
|