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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.69KNew |
$211K - $230K
|
3.69K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-71.4K- 86.62% |
$4.08M - $4.46M
|
11K
$821K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 2.01% |
$86.2K - $94.2K
|
73.5K
$5.47M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
356+ 2.97% |
$20.3K - $22.2K
|
12.3K
$918K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.19KNew |
$468K - $511K
|
8.19K
$609K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
57.3KNew |
$3.27M - $3.58M
|
57.3K
$4.27M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14K+ 8.19% |
$799K - $873K
|
185K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.19K+ 13.56% |
$67.7K - $73.9K
|
9.92K
$738K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
986New |
$56.3K - $61.5K
|
986
$73.4K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$981K - $1.07M
|
17.2K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 2.09% |
$514 - $562
|
439
$32.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$514 - $562
|
9
$670
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.54K- 43.96% |
$260K - $284K
|
5.79K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-40.8K- 88.01% |
$2.33M - $2.55M
|
5.56K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
515K+ 368.08% |
$29.4M - $32.1M
|
655K
$48.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-170- 0.24% |
$9.71K - $10.6K
|
69.7K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.35KNew |
$76.9K - $84.1K
|
1.35K
$100K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30- 50.0% |
$1.71K - $1.87K
|
30
$2.23K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
307New |
$17.5K - $19.2K
|
307
$22.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.73KNew |
$213K - $232K
|
3.73K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$514 - $562
|
9
$670
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.07K- 71.1% |
$61.1K - $66.8K
|
435
$32.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$233K - $255K
|
4.08K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.14K- 15.93% |
$65.2K - $71.2K
|
6.02K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
442+ 9.48% |
$25.2K - $27.6K
|
5.1K
$380K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.2K+ 11.56% |
$68.5K - $74.9K
|
11.6K
$862K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.21K- 95.67% |
$126K - $138K
|
100
$7.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
50K+ 5.2% |
$2.85M - $3.12M
|
1.01M
$75.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-7.93K- 65.9% |
$453K - $495K
|
4.1K
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-850- 26.15% |
$48.5K - $53K
|
2.4K
$179K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$714K - $780K
|
12.5K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
70New |
$4K - $4.37K
|
70
$5.21K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.45K - $9.24K
|
148
$11K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
764New |
$43.6K - $47.7K
|
764
$56.9K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.42K+ 47.88% |
$259K - $292K
|
13.6K
$1.02M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10- 50.0% |
$586 - $661
|
10
$744
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
16New |
$937 - $1.06K
|
16
$1.19K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
312New |
$18.3K - $20.6K
|
312
$23.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.42KNew |
$493K - $557K
|
8.42K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167New |
$9.78K - $11K
|
167
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
437New |
$25.6K - $28.9K
|
437
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.46KNew |
$203K - $229K
|
3.46K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
36.6K+ 3.51% |
$2.15M - $2.42M
|
1.08M
$80.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
194New |
$11.4K - $12.8K
|
194
$14.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.4K+ 53.74% |
$3.95M - $4.46M
|
193K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33K- 23.78% |
$1.94M - $2.19M
|
106K
$7.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-549- 0.21% |
$32.2K - $36.3K
|
258K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
569New |
$33.3K - $37.6K
|
569
$42.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.6K- 52.35% |
$93.8K - $106K
|
1.46K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-300- 35.25% |
$17.6K - $19.8K
|
551
$41K
|
|