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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-750- 2.42% |
$39.8K - $51.4K
|
30.2K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 4.17% |
$212 - $274
|
100
$7.04K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
782+ 6.75% |
$41.5K - $53.6K
|
12.4K
$871K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-840- 1.1% |
$44.6K - $57.6K
|
75.6K
$5.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
8.23K+ 18.2% |
$437K - $564K
|
53.4K
$3.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$179K - $231K
|
3.37K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.63K+ 1.88% |
$192K - $249K
|
196K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
43+ 0.69% |
$2.28K - $2.95K
|
6.23K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
1.16K+ 5.14% |
$61.5K - $79.4K
|
23.7K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.32K- 54.63% |
$69.9K - $90.2K
|
1.09K
$76.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
68.1KNew |
$3.61M - $4.67M
|
68.1K
$4.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-9.37K- 15.68% |
$497K - $642K
|
50.4K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-693K- 80.16% |
$36.8M - $47.5M
|
172K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
18.7KNew |
$994K - $1.28M
|
18.7K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
82+ 0.1% |
$4.35K - $5.62K
|
82.3K
$5.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
222K+ 116.59% |
$11.8M - $15.2M
|
412K
$29M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-41- 1.67% |
$2.18K - $2.81K
|
2.41K
$170K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
11KNew |
$581K - $751K
|
11K
$771K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.19KNew |
$382K - $493K
|
7.19K
$506K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-82- 52.23% |
$4.35K - $5.62K
|
75
$5.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.16K+ 36.4% |
$486K - $628K
|
34.3K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.77K- 57.69% |
$306K - $395K
|
4.23K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.6K+ 61.7% |
$561K - $724K
|
27.7K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
196New |
$10.4K - $13.4K
|
196
$13.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-374- 1.49% |
$19.9K - $25.6K
|
24.7K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
297+ 0.1% |
$15.8K - $20.4K
|
294K
$20.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.69% |
$68.7K - $88.7K
|
77.7K
$5.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.47K+ 1.8% |
$78K - $101K
|
83K
$5.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$53.8K - $69.4K
|
1.01K
$71.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.43K+ 44.82% |
$129K - $166K
|
7.85K
$552K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
4.47K+ 5.93% |
$237K - $307K
|
79.9K
$5.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
26.6K+ 94.25% |
$1.41M - $1.82M
|
54.7K
$3.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.2K- 20.99% |
$539K - $696K
|
38.2K
$2.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2.34K- 9.13% |
$124K - $160K
|
23.3K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
831+ 21.72% |
$44.1K - $57K
|
4.66K
$328K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22.5K- 1.61% |
$1.2M - $1.55M
|
1.38M
$97.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.23KNew |
$171K - $221K
|
3.23K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.15KNew |
$220K - $285K
|
4.15K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.3K+ 7.28% |
$757K - $978K
|
210K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
593+ 2.12% |
$31.5K - $40.6K
|
28.5K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
439+ 0.3% |
$23.3K - $30.1K
|
149K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.3K+ 0.15% |
$69.1K - $89.2K
|
869K
$61.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
935+ 2.8% |
$49.6K - $64.1K
|
34.4K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 6.18% |
$60.9K - $78.7K
|
19.7K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-9.78K- 5.35% |
$519K - $670K
|
173K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-179- 66.3% |
$9.5K - $12.3K
|
91
$6.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 33.67% |
$877K - $1.13M
|
32.6K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.14% |
$212 - $274
|
355
$25K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.19KNew |
$169K - $218K
|
3.19K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-70.9K- 6.51% |
$3.76M - $4.86M
|
1.02M
$71.6M
|