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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.29K+ 2.41% |
$369K - $416K
|
268K
$16.6M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
110KNew |
$6.46M - $7.29M
|
110K
$6.85M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-525- 2.79% |
$30.8K - $34.7K
|
18.3K
$1.14M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
7.05KNew |
$413K - $466K
|
7.05K
$439K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
32.9KNew |
$1.93M - $2.18M
|
32.9K
$2.05M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-17.1K- 39.53% |
$1M - $1.13M
|
26.2K
$1.63M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
16New |
$937 - $1.06K
|
16
$995
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
81KNew |
$4.74M - $5.35M
|
81K
$5.03M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
426+ 0.24% |
$25K - $28.2K
|
175K
$10.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.43KNew |
$201K - $227K
|
3.43K
$213K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
312New |
$18.3K - $20.6K
|
312
$19.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 15.44% |
$84.8K - $95.8K
|
7.93K
$493K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
173KNew |
$10.1M - $11.4M
|
173K
$10.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-384K- 98.3% |
$22.5M - $25.4M
|
6.65K
$413K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60.4K+ 9.72% |
$3.54M - $3.99M
|
682K
$42.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.18KNew |
$362K - $409K
|
6.18K
$384K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
30.5KNew |
$1.79M - $2.02M
|
30.5K
$1.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 2.19% |
$94K - $106K
|
75K
$4.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.93K+ 8.46% |
$465K - $525K
|
102K
$6.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.42KNew |
$493K - $557K
|
8.42K
$523K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.62KNew |
$212K - $239K
|
3.62K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.73K- 1.36% |
$160K - $180K
|
198K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 765.84% |
$686K - $774K
|
13.2K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25K+ 10.06% |
$73.1K - $82.5K
|
13.7K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
97New |
$5.68K - $6.42K
|
97
$6.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167New |
$9.78K - $11K
|
167
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.82K+ 1.82% |
$282K - $319K
|
270K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
203K+ 37.24% |
$11.9M - $13.4M
|
749K
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-95.1K- 7.58% |
$5.57M - $6.29M
|
1.16M
$72.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.59K+ 103.55% |
$210K - $237K
|
7.05K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.63K+ 39.53% |
$95.4K - $108K
|
5.75K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.09K- 3.34% |
$63.9K - $72.2K
|
31.6K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 10.62% |
$3.42M - $3.86M
|
608K
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
36.6K+ 3.51% |
$2.15M - $2.42M
|
1.08M
$67.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.3K+ 30.13% |
$722K - $815K
|
53.2K
$3.31M
|
|
|
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
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 3.32% |
$648K - $731K
|
344K
$21.4M
|
|
|
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
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
654+ 5.68% |
$38.3K - $43.3K
|
12.2K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
908New |
$53.2K - $60.1K
|
908
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-680- 1.67% |
$39.8K - $45K
|
40.1K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.46KNew |
$203K - $229K
|
3.46K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.59K- 41.99% |
$327K - $370K
|
7.72K
$480K
|
|
|
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
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
194New |
$11.4K - $12.8K
|
194
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-96- 0.29% |
$5.62K - $6.35K
|
33.3K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.42M- 99.76% |
$83.1M - $93.8M
|
3.42K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
416+ 0.09% |
$24.4K - $27.5K
|
455K
$28.3M
|