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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-932- 8.38% |
$53.3K - $61.1K
|
10.2K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 3.63% |
$85.6K - $98.2K
|
42.7K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.73K- 3.03% |
$99.2K - $114K
|
55.4K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.13M+ 380.17% |
$64.4M - $73.8M
|
1.42M
$81.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-22- 3.44% |
$1.26K - $1.44K
|
617
$35.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
949+ 12.16% |
$54.3K - $62.2K
|
8.75K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.78K+ 153.65% |
$445K - $510K
|
12.8K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79.9K- 23.17% |
$4.57M - $5.24M
|
265K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.27KNew |
$358K - $411K
|
6.27K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.43K+ 4.63% |
$425K - $487K
|
168K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.3K- 13.13% |
$3.79M - $4.35M
|
439K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26M+ 40.61% |
$72M - $82.5M
|
4.36M
$251M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
590+ 5.4% |
$33.7K - $38.7K
|
11.5K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.9K- 2.07% |
$109K - $125K
|
90.1K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10.5K+ 72.44% |
$602K - $691K
|
25.1K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-6.67K- 2.56% |
$382K - $438K
|
254K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.56K+ 12.3% |
$261K - $299K
|
41.6K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.6K+ 8.85% |
$1.41M - $1.61M
|
303K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.06KNew |
$175K - $201K
|
3.06K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.8K+ 3.5% |
$2.85M - $3.27M
|
1.47M
$84.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 14.48% |
$131K - $150K
|
18.1K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.66K+ 9.15% |
$438K - $503K
|
91.4K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
54.2K+ 5.47% |
$3.1M - $3.56M
|
1.04M
$60.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-907- 6.88% |
$51.9K - $59.5K
|
12.3K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.2KNew |
$1.04M - $1.2M
|
18.2K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
523K+ 0.0% |
$29.9M - $34.3M
|
523K
$30.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-745- 64.5% |
$42.6K - $48.9K
|
410
$23.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3+ 7.14% |
$172 - $197
|
45
$2.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.12K+ 25.48% |
$63.9K - $73.3K
|
5.5K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-724- 40.51% |
$41.4K - $47.5K
|
1.06K
$61.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.42KNew |
$81.1K - $93K
|
1.42K
$81.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.83KNew |
$219K - $251K
|
3.83K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.5K- 57.56% |
$3.17M - $3.64M
|
40.9K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 6.18% |
$109K - $125K
|
32.7K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.09K - $1.25K
|
19
$1.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
79New |
$4.52K - $5.18K
|
79
$4.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
19K+ 5.11% |
$1.09M - $1.25M
|
392K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
48.9KNew |
$2.8M - $3.21M
|
48.9K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.41K+ 2.64% |
$138K - $158K
|
93.8K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.3K+ 40.18% |
$2.19M - $2.51M
|
134K
$7.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
789+ 6.3% |
$45.1K - $51.8K
|
13.3K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.16K+ 17.29% |
$123K - $141K
|
14.6K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.5K+ 31.49% |
$1.46M - $1.67M
|
106K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.75K- 10.01% |
$386K - $442K
|
60.7K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.1K+ 58.68% |
$2.69M - $3.09M
|
127K
$7.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.13K+ 3.79% |
$122K - $140K
|
58.3K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 77.97% |
$2.56M - $2.93M
|
102K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.9KNew |
$223K - $256K
|
3.9K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.42K+ 1.53% |
$81.5K - $93.4K
|
94.8K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
28.8K+ 26.17% |
$1.65M - $1.89M
|
139K
$8M
|