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 |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
30.5KNew |
$1.79M - $2.02M
|
30.5K
$1.89M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 2.19% |
$94K - $106K
|
75K
$4.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.93K+ 8.46% |
$465K - $525K
|
102K
$6.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.42KNew |
$493K - $557K
|
8.42K
$521K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.62KNew |
$212K - $239K
|
3.62K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.59K- 41.99% |
$327K - $370K
|
7.72K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 765.84% |
$686K - $774K
|
13.2K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.73K- 1.36% |
$160K - $180K
|
198K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 10.62% |
$3.42M - $3.86M
|
608K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25K+ 10.06% |
$73.1K - $82.5K
|
13.7K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
97New |
$5.68K - $6.42K
|
97
$6.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.82K+ 1.82% |
$282K - $319K
|
270K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
203K+ 37.24% |
$11.9M - $13.4M
|
749K
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-95.1K- 7.58% |
$5.57M - $6.29M
|
1.16M
$71.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.59K+ 103.55% |
$210K - $237K
|
7.05K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.63K+ 39.53% |
$95.4K - $108K
|
5.75K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
36.6K+ 3.51% |
$2.15M - $2.42M
|
1.08M
$67M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.46KNew |
$203K - $229K
|
3.46K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.3K+ 30.13% |
$722K - $815K
|
53.2K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-794- 4.07% |
$46.5K - $52.5K
|
18.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180K+ 364.59% |
$10.6M - $11.9M
|
230K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167New |
$9.78K - $11K
|
167
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 3.32% |
$648K - $731K
|
344K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.4K+ 6.83% |
$725K - $818K
|
193K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 0.76% |
$81.3K - $91.8K
|
184K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
536K+ 122.26% |
$31.4M - $35.5M
|
975K
$60.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
654+ 5.68% |
$38.3K - $43.3K
|
12.2K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
908New |
$53.2K - $60.1K
|
908
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-680- 1.67% |
$39.8K - $45K
|
40.1K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
38+ 0.12% |
$2.23K - $2.51K
|
32.4K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.09K- 3.34% |
$63.9K - $72.2K
|
31.6K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-96- 0.29% |
$5.62K - $6.35K
|
33.3K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.42M- 99.76% |
$83.1M - $93.8M
|
3.42K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
416+ 0.09% |
$24.4K - $27.5K
|
455K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
94+ 0.44% |
$5.51K - $6.22K
|
21.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.46K+ 8.11% |
$203K - $229K
|
46.2K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
194New |
$11.4K - $12.8K
|
194
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.33KNew |
$488K - $551K
|
8.33K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19.9KNew |
$1.17M - $1.32M
|
19.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-586- 5.86% |
$34.3K - $38.8K
|
9.42K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
61.8K+ 20.41% |
$3.62M - $4.09M
|
365K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
194New |
$11.4K - $12.8K
|
194
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.4K+ 53.74% |
$3.95M - $4.46M
|
193K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.77K+ 52.75% |
$397K - $448K
|
19.6K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-27.5K- 16.37% |
$1.61M - $1.82M
|
140K
$8.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
112KNew |
$6.56M - $7.4M
|
112K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
391KNew |
$22.9M - $25.9M
|
391K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
3.41KNew |
$200K - $225K
|
3.41K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
437New |
$25.6K - $28.9K
|
437
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9KNew |
$2.46M - $2.77M
|
41.9K
$2.6M
|