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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-179- 66.3% |
$9.5K - $12.3K
|
91
$6.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-16.5K- 33.67% |
$877K - $1.13M
|
32.6K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.14% |
$212 - $274
|
355
$25K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.19KNew |
$169K - $218K
|
3.19K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
935+ 2.8% |
$49.6K - $64.1K
|
34.4K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-70.9K- 6.51% |
$3.76M - $4.86M
|
1.02M
$71.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.04KNew |
$161K - $208K
|
3.04K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.13K+ 58.87% |
$432K - $557K
|
21.9K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
125+ 2.51% |
$6.64K - $8.57K
|
5.1K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-86- 1.47% |
$4.56K - $5.89K
|
5.77K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13.7K+ 321.6% |
$729K - $941K
|
18K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.49K+ 4.98% |
$132K - $171K
|
52.5K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-382- 0.39% |
$20.3K - $26.2K
|
97K
$6.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.75K+ 2.43% |
$199K - $257K
|
158K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.76K+ 14.32% |
$518K - $669K
|
77.9K
$5.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.39K+ 27.25% |
$339K - $438K
|
29.8K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 14.29% |
$584 - $754
|
88
$6.19K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-65- 28.63% |
$3.45K - $4.46K
|
162
$11.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.87K+ 4.6% |
$418K - $539K
|
179K
$12.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.64K- 2.1% |
$299K - $387K
|
263K
$18.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-233- 6.14% |
$12.4K - $16K
|
3.56K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.78K+ 42.33% |
$94.4K - $122K
|
5.98K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.23K+ 4.67% |
$118K - $153K
|
50K
$3.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.11% |
$1.01K - $1.3K
|
18.1K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.66K+ 89.74% |
$194K - $251K
|
7.75K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.64K+ 47.75% |
$140K - $181K
|
8.16K
$574K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
18+ 0.31% |
$955 - $1.23K
|
5.76K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4.62K+ 8.71% |
$245K - $316K
|
57.6K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.6K+ 7.41% |
$1.15M - $1.48M
|
313K
$22M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-176- 0.18% |
$9.34K - $12.1K
|
98.6K
$6.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
357+ 5.03% |
$18.9K - $24.5K
|
7.45K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 1.58% |
$79.2K - $102K
|
95.8K
$6.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.08MNew |
$57.4M - $74.2M
|
1.08M
$76.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
38.8K+ 8.5% |
$2.06M - $2.66M
|
495K
$34.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.66K+ 2.72% |
$194K - $251K
|
138K
$9.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-6.81K- 0.58% |
$361K - $466K
|
1.17M
$82.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-79- 1.42% |
$4.19K - $5.41K
|
5.47K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3.56K- 2.86% |
$189K - $244K
|
121K
$8.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 1.22% |
$122K - $158K
|
190K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.85K- 10.25% |
$98.1K - $127K
|
16.2K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.43K+ 0.98% |
$76.1K - $98.2K
|
147K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-370- 1.67% |
$19.6K - $25.4K
|
21.8K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 7.56% |
$217K - $280K
|
58.2K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.24K- 0.61% |
$66K - $85.3K
|
201K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.69K- 2.87% |
$196K - $253K
|
125K
$8.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.41K+ 3.82% |
$234K - $302K
|
120K
$8.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
57+ 1.06% |
$3.03K - $3.91K
|
5.44K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.81% |
$64K - $82.6K
|
67.8K
$4.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25K+ 15.06% |
$66.5K - $85.9K
|
9.58K
$674K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
335+ 213.38% |
$17.8K - $23K
|
492
$34.6K
|