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 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.57KNew |
$441K - $479K
|
8.57K
$494K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
75+ 681.82% |
$3.86K - $4.19K
|
86
$4.95K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
4.14KNew |
$213K - $231K
|
4.14K
$238K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
295+ 4.68% |
$15.2K - $16.5K
|
6.59K
$380K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
5.38K+ 53.31% |
$271K - $302K
|
15.5K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.59KNew |
$230K - $258K
|
4.59K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
696New |
$35K - $39.1K
|
696
$40.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91New |
$4.57K - $5.11K
|
91
$5.24K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
5.38K+ 53.31% |
$271K - $302K
|
15.5K
$891K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
68New |
$3.42K - $3.82K
|
68
$3.92K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
836New |
$42K - $47K
|
836
$48.2K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.55KNew |
$279K - $312K
|
5.55K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
99New |
$4.98K - $5.56K
|
99
$5.7K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
104KNew |
$5.23M - $5.85M
|
104K
$6M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
100+ 1.26% |
$5.03K - $5.62K
|
8.02K
$462K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
54New |
$2.71K - $3.03K
|
54
$3.11K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.08K- 69.4% |
$54.5K - $60.9K
|
478
$27.5K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-8.72K- 97.81% |
$438K - $490K
|
195
$11.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
330New |
$16.6K - $18.5K
|
330
$19K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-16- 20.0% |
$804 - $899
|
64
$3.69K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.12KNew |
$185K - $217K
|
4.12K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$44.9 - $52.6
|
1
$57.6
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.21K- 9.41% |
$144K - $169K
|
30.9K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.87K- 15.72% |
$398K - $467K
|
47.5K
$2.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
5.81KNew |
$261K - $306K
|
5.81K
$335K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13New |
$583 - $684
|
13
$749
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$593K - $696K
|
13.2K
$762K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-513Closed |
$23.5K - $27.4K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.36KNew |
$384K - $446K
|
8.36K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.12KNew |
$281K - $326K
|
6.12K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.57K+ 0.95% |
$72.2K - $84K
|
167K
$9.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
587+ 2.73% |
$26.9K - $31.3K
|
22.1K
$1.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.93KNew |
$364K - $423K
|
7.93K
$457K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.61KNew |
$166K - $193K
|
3.61K
$208K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-163K- 7.1% |
$7.47M - $8.69M
|
2.13M
$123M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.13K+ 2.41% |
$51.7K - $60.1K
|
47.8K
$2.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
296KNew |
$13.6M - $15.8M
|
296K
$17M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-141- 6.62% |
$6.47K - $7.53K
|
1.99K
$115K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-250- 10.24% |
$12.9K - $15.3K
|
2.19K
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-22.5KClosed |
$1.16M - $1.38M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
15.9KNew |
$820K - $977K
|
15.9K
$918K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.6KClosed |
$185K - $220K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$115K - $137K
|
2.24K
$129K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.76K+ 192.48% |
$142K - $169K
|
4.2K
$242K
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
6.05KNew |
$311K - $371K
|
6.05K
$348K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.51KClosed |
$181K - $215K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.43KNew |
$73.4K - $87.4K
|
1.43K
$82.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.38KClosed |
$225K - $268K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.3KNew |
$1.56M - $1.86M
|
30.3K
$1.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-536Closed |
$27.6K - $32.9K
|
0
$0
|
|