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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
370New |
$19.6K - $25.4K
|
370
$27.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
2.12K+ 13.14% |
$112K - $145K
|
18.3K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.72KNew |
$356K - $460K
|
6.72K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.24K+ 20.33% |
$119K - $154K
|
13.3K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-483- 1.69% |
$25.6K - $33.1K
|
28K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165K+ 50.59% |
$8.75M - $11.3M
|
491K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
6.83K+ 5.95% |
$363K - $468K
|
122K
$9.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.3K+ 81.94% |
$1.93M - $2.49M
|
80.6K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 67.45% |
$794K - $1.03M
|
37.2K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-209- 3.27% |
$11.1K - $14.3K
|
6.19K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.4K+ 27.78% |
$287K - $370K
|
24.9K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-54- 0.11% |
$2.87K - $3.7K
|
50.3K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.27K+ 74.09% |
$333K - $430K
|
14.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
220New |
$11.7K - $15.1K
|
220
$16.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.58K+ 20.62% |
$296K - $382K
|
32.6K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-379- 0.66% |
$20.1K - $26K
|
57.1K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.4K+ 108.97% |
$711K - $918K
|
25.7K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.8K+ 0.14% |
$680K - $878K
|
8.9M
$663M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.65K+ 1.5% |
$459K - $593K
|
586K
$43.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.94K+ 3.56% |
$103K - $133K
|
56.4K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-272K- 52.57% |
$14.4M - $18.6M
|
245K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
68+ 1.06% |
$3.61K - $4.66K
|
6.47K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 13.02% |
$2.01M - $2.59M
|
328K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.7K- 4.72% |
$570K - $736K
|
217K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-300- 2.85% |
$15.9K - $20.6K
|
10.2K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-36.4K- 18.62% |
$1.93M - $2.5M
|
159K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.8K+ 39.61% |
$467K - $603K
|
31K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11.1K- 15.05% |
$590K - $761K
|
62.7K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
4.18KNew |
$222K - $287K
|
4.18K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
8.01K+ 13.18% |
$425K - $549K
|
68.8K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.71KNew |
$303K - $391K
|
5.71K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.87K+ 7.51% |
$417K - $539K
|
113K
$8.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-113- 1.01% |
$6K - $7.75K
|
11.1K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-221- 2.41% |
$11.7K - $15.1K
|
8.93K
$665K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
502+ 1.73% |
$26.6K - $34.4K
|
29.6K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
320K+ 13.94% |
$17M - $21.9M
|
2.62M
$195M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.61K- 4.08% |
$245K - $316K
|
108K
$8.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
87.7K+ 6.17% |
$4.66M - $6.01M
|
1.51M
$112M
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
44.8K+ 17.6% |
$2.38M - $3.07M
|
299K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.21K+ 36.26% |
$117K - $152K
|
8.32K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8K+ 48.39% |
$425K - $549K
|
24.5K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-58.1K- 5.16% |
$3.08M - $3.98M
|
1.07M
$79.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
671K+ 28.05% |
$35.6M - $46M
|
3.06M
$228M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-400- 44.35% |
$21.2K - $27.4K
|
502
$37.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.7K+ 1.2% |
$832K - $1.07M
|
1.32M
$98.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
862+ 1.84% |
$45.8K - $59.1K
|
47.7K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
28.2K+ 6.13% |
$1.5M - $1.93M
|
488K
$36.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-39.5K- 82.1% |
$2.1M - $2.71M
|
8.61K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
825+ 1.66% |
$43.8K - $56.5K
|
50.5K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.9K- 29.73% |
$793K - $1.02M
|
35.3K
$2.63M
|