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 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.9K+ 0.78% |
$419K - $542K
|
1.02M
$72M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
680+ 2.38% |
$36.1K - $46.6K
|
29.2K
$2.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
180K+ 37.67% |
$9.55M - $12.3M
|
658K
$46.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
164+ 4.24% |
$8.71K - $11.2K
|
4.03K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
22.2K+ 3.56% |
$1.18M - $1.52M
|
645K
$45.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-502- 0.38% |
$26.6K - $34.4K
|
130K
$9.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.53KNew |
$347K - $448K
|
6.53K
$460K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
22.1K+ 31.32% |
$1.17M - $1.52M
|
92.7K
$6.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.7K+ 4.25% |
$566K - $730K
|
261K
$18.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
187New |
$9.93K - $12.8K
|
187
$13.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.58K- 2.39% |
$509K - $657K
|
392K
$27.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.57K+ 12.75% |
$402K - $519K
|
66.9K
$4.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
387+ 0.3% |
$20.5K - $26.5K
|
131K
$9.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-11.1K- 7.88% |
$589K - $761K
|
130K
$9.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17.1K+ 14.21% |
$909K - $1.17M
|
138K
$9.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.4K+ 27.83% |
$1.35M - $1.74M
|
117K
$8.22M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.08K+ 26.27% |
$163K - $211K
|
14.8K
$1.04M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.17K+ 2.49% |
$115K - $149K
|
89.3K
$6.28M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.15K- 9.94% |
$61K - $78.8K
|
10.4K
$733K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.7KNew |
$211K - $231K
|
3.7K
$260K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.96K+ 1.78% |
$112K - $122K
|
112K
$7.86M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-244- 0.51% |
$13.9K - $15.2K
|
47.7K
$3.36M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
910+ 3.24% |
$52K - $56.8K
|
29K
$2.04M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
141+ 4.14% |
$8.05K - $8.8K
|
3.55K
$250K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-315- 43.45% |
$18K - $19.7K
|
410
$28.9K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.1K+ 2.76% |
$2.18M - $2.38M
|
1.42M
$100M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
17.6K+ 96.49% |
$1.01M - $1.1M
|
35.9K
$2.53M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.41K- 53.28% |
$480K - $525K
|
7.37K
$519K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13+ 0.12% |
$742 - $811
|
10.9K
$765K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
75New |
$4.28K - $4.68K
|
75
$5.28K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-843- 0.46% |
$48.1K - $52.6K
|
183K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5KNew |
$286K - $312K
|
5K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
611+ 17.98% |
$34.9K - $38.1K
|
4.01K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
305K+ 31.27% |
$17.4M - $19M
|
1.28M
$90M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-812K- 16.27% |
$46.4M - $50.7M
|
4.18M
$294M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-406- 44.71% |
$23.2K - $25.3K
|
502
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-711- 6.36% |
$40.6K - $44.4K
|
10.5K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17.4KNew |
$995K - $1.09M
|
17.4K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
169KNew |
$9.68M - $10.6M
|
169K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71K+ 90.08% |
$4.06M - $4.43M
|
150K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39.9K+ 17.36% |
$2.28M - $2.49M
|
270K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
955+ 7.54% |
$54.5K - $59.6K
|
13.6K
$959K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.96K+ 81.75% |
$169K - $184K
|
6.57K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.5K+ 15.96% |
$485K - $530K
|
61.7K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-83- 0.39% |
$4.74K - $5.18K
|
21.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
87.3K+ 18.58% |
$4.99M - $5.45M
|
557K
$39.2M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-41- 0.77% |
$2.34K - $2.56K
|
5.28K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.69K- 10.61% |
$154K - $168K
|
22.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.37K+ 7.48% |
$135K - $148K
|
34K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.2K+ 3.26% |
$1.04M - $1.14M
|
577K
$40.6M
|
|