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 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49+ 0.41% |
$2.6K - $3.36K
|
12K
$847K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
12.6K+ 130.24% |
$669K - $864K
|
22.3K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 16.21% |
$786K - $1.01M
|
106K
$7.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$372 - $480
|
7
$493
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.3K+ 5.04% |
$1.13M - $1.46M
|
444K
$31.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.06KNew |
$322K - $415K
|
6.06K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
7.15K+ 7.39% |
$380K - $490K
|
104K
$7.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
80.5KNew |
$4.27M - $5.51M
|
80.5K
$5.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.84K+ 4.1% |
$522K - $675K
|
250K
$17.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
23.4K+ 131.22% |
$1.24M - $1.6M
|
41.2K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34.9K+ 187.14% |
$1.85M - $2.39M
|
53.5K
$3.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
9.06KNew |
$481K - $621K
|
9.06K
$638K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-849- 2.38% |
$45.1K - $58.2K
|
34.9K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150New |
$7.96K - $10.3K
|
150
$10.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
161K+ 41.2% |
$8.56M - $11.1M
|
553K
$38.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
80+ 1.28% |
$4.25K - $5.48K
|
6.33K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156K+ 100.25% |
$8.28M - $10.7M
|
312K
$21.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.16KNew |
$274K - $353K
|
5.16K
$363K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.71K+ 4.01% |
$144K - $185K
|
70.2K
$4.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.65K+ 99.16% |
$194K - $250K
|
7.34K
$516K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.32K+ 4.8% |
$335K - $433K
|
138K
$9.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-77.2K- 78.12% |
$4.1M - $5.29M
|
21.6K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-40.2K- 2.22% |
$2.13M - $2.75M
|
1.77M
$124M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.8K+ 4.16% |
$680K - $878K
|
321K
$22.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-3.16K- 8.46% |
$168K - $217K
|
34.3K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
192+ 0.21% |
$10.2K - $13.2K
|
90K
$6.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-15K- 3.29% |
$794K - $1.03M
|
439K
$30.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.45K- 1.69% |
$236K - $305K
|
259K
$18.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.93K+ 12.79% |
$315K - $406K
|
52.3K
$3.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39New |
$2.07K - $2.67K
|
39
$2.74K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.96KNew |
$210K - $271K
|
3.96K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-42.5K- 21.86% |
$2.26M - $2.92M
|
152K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
48+ 0.21% |
$2.55K - $3.29K
|
22.8K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 0.53% |
$59.7K - $77K
|
213K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
23.6K+ 75.03% |
$1.25M - $1.61M
|
55K
$3.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
374+ 1.23% |
$19.9K - $25.6K
|
30.8K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.8K+ 6.46% |
$2.06M - $2.66M
|
640K
$45M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
348New |
$18.5K - $23.9K
|
348
$24.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.57KNew |
$190K - $245K
|
3.57K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.73K+ 5.33% |
$91.9K - $119K
|
34.2K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-4.82K- 1.64% |
$256K - $330K
|
289K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-55- 1.15% |
$2.92K - $3.77K
|
4.72K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.45K- 11.2% |
$289K - $374K
|
43.2K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.38K+ 4.15% |
$73.3K - $94.6K
|
34.6K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 24.58% |
$110K - $142K
|
10.5K
$738K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-189- 0.95% |
$10K - $13K
|
19.8K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-204- 2.15% |
$10.8K - $14K
|
9.31K
$655K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.94K+ 12.13% |
$156K - $201K
|
27.2K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.77K- 4.79% |
$94.1K - $122K
|
35.2K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.76K+ 26.21% |
$147K - $189K
|
13.3K
$936K
|