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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-604- 38.32% |
$34.5K - $39.6K
|
972
$72.3K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.5K- 16.8% |
$84.3K - $93.3K
|
7.4K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
149New |
$8.41K - $9.3K
|
149
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
15.5K+ 6.87% |
$872K - $964K
|
240K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-378- 1.53% |
$21.3K - $23.6K
|
24.4K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.6KNew |
$992K - $1.1M
|
17.6K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.46KNew |
$195K - $216K
|
3.46K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-656- 0.21% |
$37K - $40.9K
|
312K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61New |
$3.44K - $3.81K
|
61
$4.54K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
477New |
$26.9K - $29.8K
|
477
$35.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
58+ 0.93% |
$3.27K - $3.62K
|
6.27K
$466K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.91K- 41.66% |
$334K - $369K
|
8.28K
$616K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$56.4 - $62.4
|
10
$744
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.98% |
$56.4 - $62.4
|
103
$7.67K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
293New |
$16.5K - $18.3K
|
293
$21.8K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15New |
$846 - $936
|
15
$1.12K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 6.28% |
$39.5K - $43.7K
|
11.9K
$882K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$6.15K - $6.8K
|
109
$8.11K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
519+ 54.4% |
$29.3K - $32.4K
|
1.47K
$110K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
308New |
$17.4K - $19.2K
|
308
$22.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.4KNew |
$418K - $462K
|
7.4K
$551K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
78.9KNew |
$4.45M - $4.92M
|
78.9K
$5.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.46KNew |
$252K - $279K
|
4.46K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
546New |
$30.8K - $34.1K
|
546
$40.6K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
800New |
$42.4K - $46.8K
|
800
$59.5K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
295New |
$15.6K - $17.3K
|
295
$22K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
400New |
$21.2K - $23.4K
|
400
$29.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.7K+ 64.42% |
$1.15M - $1.27M
|
55.3K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19.5K- 58.64% |
$1.03M - $1.14M
|
13.8K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$77.1K - $85.2K
|
1.46K
$108K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
10KNew |
$530K - $585K
|
10K
$744K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
359New |
$19K - $21K
|
359
$26.7K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
250KNew |
$13.3M - $14.6M
|
250K
$18.6M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.22K+ 7.1% |
$224K - $247K
|
63.6K
$4.73M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.67K+ 94.8% |
$353K - $390K
|
13.7K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
2.21K+ 2.86% |
$117K - $129K
|
79.2K
$5.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 60.0% |
$15.9K - $17.6K
|
800
$59.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
4.31KNew |
$229K - $253K
|
4.31K
$321K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.36K+ 4.35% |
$71.9K - $79.4K
|
32.5K
$2.42M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-188- 45.41% |
$9.97K - $11K
|
226
$16.8K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
272New |
$13.9K - $15.3K
|
272
$20.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$969 - $1.07K
|
19
$1.41K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.03KNew |
$206K - $227K
|
4.03K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.3KNew |
$66.3K - $73.3K
|
1.3K
$96.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
14.6KNew |
$744K - $823K
|
14.6K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
3.86K+ 77.1% |
$197K - $217K
|
8.86K
$659K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 11.95% |
$119K - $131K
|
17.2K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.34K+ 6.48% |
$222K - $245K
|
71.4K
$5.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
15.4KNew |
$783K - $866K
|
15.4K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
253+ 2.35% |
$12.9K - $14.3K
|
11K
$820K
|
|