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 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
164+ 4.24% |
$8.71K - $11.2K
|
4.03K
$300K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
22.2K+ 3.56% |
$1.18M - $1.52M
|
645K
$48M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-502- 0.38% |
$26.6K - $34.4K
|
130K
$9.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.53KNew |
$347K - $448K
|
6.53K
$486K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
22.1K+ 31.32% |
$1.17M - $1.52M
|
92.7K
$6.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.7K+ 4.25% |
$566K - $730K
|
261K
$19.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
187New |
$9.93K - $12.8K
|
187
$13.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.58K- 2.39% |
$509K - $657K
|
392K
$29.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
387+ 0.3% |
$20.5K - $26.5K
|
131K
$9.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.57K+ 12.75% |
$402K - $519K
|
66.9K
$4.98M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17.1K+ 14.21% |
$909K - $1.17M
|
138K
$10.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-11.1K- 7.88% |
$589K - $761K
|
130K
$9.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.4K+ 27.83% |
$1.35M - $1.74M
|
117K
$8.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.08K+ 26.27% |
$163K - $211K
|
14.8K
$1.1M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.17K+ 2.49% |
$115K - $149K
|
89.3K
$6.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.15K- 9.94% |
$61K - $78.8K
|
10.4K
$776K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$759K - $829K
|
13.3K
$989K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
38+ 0.09% |
$2.17K - $2.37K
|
41.5K
$3.09M
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.44K+ 8.23% |
$196K - $214K
|
45.2K
$3.36M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
141+ 4.14% |
$8.05K - $8.8K
|
3.55K
$264K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-315- 43.45% |
$18K - $19.7K
|
410
$30.5K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
75New |
$4.28K - $4.68K
|
75
$5.58K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
87.3K+ 18.58% |
$4.99M - $5.45M
|
557K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
169KNew |
$9.68M - $10.6M
|
169K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5KNew |
$286K - $312K
|
5K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-406- 44.71% |
$23.2K - $25.3K
|
502
$37.4K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-711- 6.36% |
$40.6K - $44.4K
|
10.5K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17.4KNew |
$995K - $1.09M
|
17.4K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.67K- 36.06% |
$267K - $291K
|
8.28K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.43K+ 4.29% |
$81.4K - $89K
|
34.7K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$6.68M - $7.3M
|
117K
$8.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.77KNew |
$215K - $235K
|
3.77K
$280K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-559- 13.35% |
$31.9K - $34.9K
|
3.63K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.62K+ 3.9% |
$92.5K - $101K
|
43.1K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
22.4KNew |
$1.28M - $1.4M
|
22.4K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
399New |
$22.8K - $24.9K
|
399
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$106K - $116K
|
1.85K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
39+ 0.53% |
$2.23K - $2.43K
|
7.45K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.35K- 28.83% |
$77.2K - $84.4K
|
3.34K
$248K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.42K- 4.86% |
$80.9K - $88.4K
|
27.8K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 88.35% |
$67.1K - $73.3K
|
155
$11.5K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-940- 6.0% |
$53.7K - $58.7K
|
14.7K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.9K+ 78.59% |
$5.42M - $5.92M
|
216K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10KNew |
$571K - $624K
|
10K
$744K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-940- 11.02% |
$53.7K - $58.7K
|
7.59K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.28K- 37.9% |
$130K - $142K
|
3.74K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9.27K- 1.7% |
$529K - $578K
|
536K
$39.9M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 17.48% |
$152K - $166K
|
12.6K
$937K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.25K+ 3.38% |
$243K - $265K
|
130K
$9.67M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.34K- 91.64% |
$191K - $209K
|
305
$22.7K
|
|