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 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.17KNew |
$181K - $198K
|
3.17K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 0.77% |
$6.58M - $7.19M
|
15M
$1.06B
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.54K- 43.96% |
$260K - $284K
|
5.79K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.34K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.08KNew |
$404K - $442K
|
7.08K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
34.7KNew |
$1.98M - $2.17M
|
34.7K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-40.8K- 88.01% |
$2.33M - $2.55M
|
5.56K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
515K+ 368.08% |
$29.4M - $32.1M
|
655K
$46.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.33K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.19K- 3.45% |
$182K - $199K
|
89.2K
$6.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-170- 0.24% |
$9.71K - $10.6K
|
69.7K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.46K- 3.8% |
$83.4K - $91.1K
|
36.9K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-140- 0.33% |
$8K - $8.74K
|
41.9K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-266- 4.17% |
$15.2K - $16.6K
|
6.12K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.83K+ 17.1% |
$504K - $551K
|
60.5K
$4.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-1.51K- 1.37% |
$86.2K - $94.2K
|
109K
$7.65M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.35KNew |
$76.9K - $84.1K
|
1.35K
$94.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.12K- 1.01% |
$121K - $132K
|
208K
$14.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.1K- 0.24% |
$62.7K - $68.5K
|
453K
$31.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.32K+ 67.62% |
$418K - $457K
|
18.2K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
879+ 1.65% |
$50.2K - $54.8K
|
54.1K
$3.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
660+ 78.57% |
$37.7K - $41.2K
|
1.5K
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
29K+ 19.91% |
$1.66M - $1.81M
|
175K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
326+ 0.46% |
$18.6K - $20.3K
|
71.6K
$5.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
170KNew |
$9.71M - $10.6M
|
170K
$12M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 7.97% |
$159K - $173K
|
37.7K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
307New |
$17.5K - $19.2K
|
307
$21.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-177- 3.54% |
$10.1K - $11K
|
4.82K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
546+ 0.61% |
$31.2K - $34.1K
|
89.9K
$6.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30- 50.0% |
$1.71K - $1.87K
|
30
$2.11K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.68K+ 9.51% |
$95.9K - $105K
|
19.3K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.18K+ 16.01% |
$67.3K - $73.6K
|
8.54K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.79K- 35.46% |
$159K - $174K
|
5.07K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.73KNew |
$213K - $232K
|
3.73K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.49KNew |
$370K - $405K
|
6.49K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54.1KNew |
$3.09M - $3.37M
|
54.1K
$3.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-1.27K- 7.82% |
$72.4K - $79.1K
|
14.9K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.65K+ 1.62% |
$94.2K - $103K
|
104K
$7.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.77K+ 20.16% |
$215K - $235K
|
22.5K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
54.8K+ 15.09% |
$3.13M - $3.42M
|
418K
$29.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.07K- 71.1% |
$61.1K - $66.8K
|
435
$30.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.06K- 12.44% |
$118K - $129K
|
14.5K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
103KNew |
$5.88M - $6.43M
|
103K
$7.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$514 - $562
|
9
$633
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$233K - $255K
|
4.08K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
3.43KNew |
$196K - $214K
|
3.43K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.8K+ 3.69% |
$901K - $985K
|
443K
$31.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16K- 36.82% |
$913K - $998K
|
27.4K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-4.36K- 3.85% |
$249K - $272K
|
109K
$7.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.26K+ 1.88% |
$72K - $78.7K
|
68.2K
$4.8M
|