Latest Institutional Transactions on American Centy ETF Tr Avantis (AVEM)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
589+ 5.14% |
$33.6K - $36.8K
|
12.1K
$728K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.16K+ 6.66% |
$237K - $259K
|
66.6K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
269K+ 129.36% |
$15.4M - $16.8M
|
478K
$28.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.28K+ 12.45% |
$73.3K - $80.1K
|
11.6K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.1K+ 12.22% |
$1.49M - $1.63M
|
240K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
108K+ 39.3% |
$6.19M - $6.77M
|
384K
$23.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.45K - $9.24K
|
148
$8.93K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
335K+ 125.66% |
$19.1M - $20.9M
|
601K
$36.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.12K- 3.26% |
$407K - $444K
|
211K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
75+ 0.91% |
$4.28K - $4.68K
|
8.32K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 3.23% |
$761K - $832K
|
426K
$25.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
422K+ 71.34% |
$24.1M - $26.4M
|
1.01M
$61.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-199K- 73.77% |
$11.3M - $12.4M
|
70.6K
$4.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.66K+ 51.23% |
$552K - $603K
|
28.5K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152K+ 21.24% |
$8.66M - $9.46M
|
865K
$52.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30.6K+ 34.05% |
$1.75M - $1.91M
|
121K
$7.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.21% |
$457 - $499
|
3.87K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.1K+ 4.12% |
$120K - $131K
|
53K
$3.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
554+ 3.87% |
$31.6K - $34.6K
|
14.9K
$897K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
32K+ 11.6% |
$1.83M - $2M
|
308K
$18.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
731+ 0.56% |
$41.7K - $45.6K
|
131K
$7.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
225+ 2.18% |
$12.8K - $14K
|
10.5K
$636K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 1.46% |
$80.9K - $88.4K
|
98.8K
$5.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
157New |
$8.97K - $9.8K
|
157
$9.48K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$219K - $239K
|
3.83K
$231K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
804+ 3.31% |
$45.9K - $50.2K
|
25.1K
$1.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
764New |
$43.6K - $47.7K
|
764
$46.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.08K+ 5.48% |
$176K - $192K
|
59.4K
$3.58M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.16K+ 1.29% |
$66.4K - $72.5K
|
91.4K
$5.52M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
4.81K+ 5.85% |
$275K - $300K
|
87.1K
$5.26M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-209- 0.05% |
$11.9K - $13K
|
402K
$24.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
251KNew |
$14.3M - $15.6M
|
251K
$15.1M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.59KNew |
$386K - $436K
|
6.59K
$398K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.02KNew |
$235K - $266K
|
4.02K
$243K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
125KNew |
$7.33M - $8.28M
|
125K
$7.55M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
70.3KNew |
$4.12M - $4.65M
|
70.3K
$4.24M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.29K+ 2.41% |
$369K - $416K
|
268K
$16.2M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
110KNew |
$6.46M - $7.29M
|
110K
$6.65M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-525- 2.79% |
$30.8K - $34.7K
|
18.3K
$1.1M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
7.05KNew |
$413K - $466K
|
7.05K
$426K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
32.9KNew |
$1.93M - $2.18M
|
32.9K
$1.99M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-17.1K- 39.53% |
$1M - $1.13M
|
26.2K
$1.58M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
16New |
$937 - $1.06K
|
16
$966
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
426+ 0.24% |
$25K - $28.2K
|
175K
$10.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
81KNew |
$4.74M - $5.35M
|
81K
$4.89M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.43KNew |
$201K - $227K
|
3.43K
$207K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
312New |
$18.3K - $20.6K
|
312
$18.8K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-384K- 98.3% |
$22.5M - $25.4M
|
6.65K
$401K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
173KNew |
$10.1M - $11.4M
|
173K
$10.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 15.44% |
$84.8K - $95.8K
|
7.93K
$479K
|
|