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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
254+ 7.05% |
$14.9K - $16.8K
|
3.86K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146+ 0.06% |
$8.55K - $9.66K
|
261K
$15M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33+ 75.0% |
$1.93K - $2.18K
|
77
$4.44K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
6.11K+ 8.02% |
$358K - $404K
|
82.3K
$4.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
112+ 0.12% |
$6.56K - $7.41K
|
90.2K
$5.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-740- 1.43% |
$43.4K - $48.9K
|
50.9K
$2.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 13.5% |
$4.45K - $5.03K
|
639
$36.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.47K+ 10.76% |
$320K - $362K
|
56.3K
$3.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13+ 0.22% |
$762 - $860
|
5.99K
$345K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
1.07K+ 9.84% |
$62.5K - $70.5K
|
11.9K
$685K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7.52K+ 1.91% |
$441K - $498K
|
402K
$23.1M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-80.1K- 38.18% |
$4.58M - $5.25M
|
130K
$7.47M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.39K- 12.88% |
$79.3K - $90.9K
|
9.38K
$540K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
14New |
$801 - $918
|
14
$806
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.2K+ 5.02% |
$298K - $341K
|
109K
$6.27M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.95K- 1.28% |
$397K - $456K
|
537K
$30.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.23KNew |
$128K - $146K
|
2.23K
$129K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
687K+ 270.32% |
$39.3M - $45.1M
|
941K
$54.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$286 - $328
|
5
$288
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38.3K- 7.28% |
$2.19M - $2.51M
|
488K
$28.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
188+ 0.15% |
$10.8K - $12.3K
|
124K
$7.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
204+ 2.08% |
$11.7K - $13.4K
|
10K
$576K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.95K+ 5.88% |
$111K - $128K
|
35K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.46K+ 20.31% |
$312K - $358K
|
32.3K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-201- 0.95% |
$11.5K - $13.2K
|
20.9K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
362+ 21.05% |
$20.7K - $23.7K
|
2.08K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
128K+ 100.27% |
$7.32M - $8.4M
|
256K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 0.27% |
$271K - $311K
|
1.76M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.6K- 49.13% |
$835K - $957K
|
15.1K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.4K- 1.97% |
$195K - $223K
|
170K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.08K+ 95.94% |
$348K - $399K
|
12.4K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.56K+ 23.24% |
$203K - $233K
|
18.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.07K+ 2.3% |
$233K - $267K
|
181K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
680+ 1.39% |
$38.9K - $44.6K
|
49.5K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.8K+ 170.23% |
$1.47M - $1.69M
|
40.9K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
32.4KNew |
$1.85M - $2.12M
|
32.4K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
52.8K+ 18.88% |
$3.02M - $3.47M
|
333K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 5.36% |
$592K - $679K
|
183K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-353- 0.67% |
$20.2K - $23.2K
|
52.4K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.5K+ 62.27% |
$885K - $1.02M
|
40.3K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
133K+ 32.02% |
$7.63M - $8.75M
|
550K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59.9KNew |
$3.43M - $3.93M
|
59.9K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45.7K+ 8.94% |
$2.61M - $3M
|
557K
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
498K+ 1038.57% |
$28.5M - $32.7M
|
546K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
144K+ 17.39% |
$8.24M - $9.45M
|
972K
$56M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-196K- 75.97% |
$11.2M - $12.9M
|
62.1K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
125KNew |
$7.18M - $8.23M
|
125K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.6K+ 330.21% |
$1.46M - $1.68M
|
33.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.46KNew |
$198K - $227K
|
3.46K
$199K
|
|