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 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
344New |
$19.7K - $22.6K
|
344
$19.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.65K+ 19.77% |
$94.4K - $108K
|
10K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.43K- 18.97% |
$139K - $159K
|
10.4K
$597K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$824K - $945K
|
14.4K
$830K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-6.81K- 15.47% |
$389K - $446K
|
37.2K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
83New |
$4.75K - $5.44K
|
83
$4.78K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.74K+ 5.33% |
$99.3K - $114K
|
34.3K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.12% |
$1.49K - $1.71K
|
21.4K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.77K+ 2.62% |
$101K - $116K
|
69.3K
$3.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.59K+ 47.39% |
$206K - $236K
|
11.2K
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27K+ 53.55% |
$1.54M - $1.77M
|
77.4K
$4.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-26.9K- 36.08% |
$1.54M - $1.77M
|
47.7K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
44.7K+ 16.49% |
$2.56M - $2.94M
|
316K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.33K+ 1.69% |
$191K - $219K
|
200K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
78+ 0.47% |
$4.46K - $5.12K
|
16.6K
$955K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-11- 0.25% |
$629 - $721
|
4.4K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26.7K+ 3.1% |
$1.53M - $1.75M
|
889K
$51.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.11K+ 12.59% |
$121K - $138K
|
18.8K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.64M+ 69.06% |
$322M - $370M
|
13.8M
$795M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.29K+ 3.06% |
$360K - $412K
|
212K
$12.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 18.55% |
$909K - $1.04M
|
102K
$5.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.08K- 6.53% |
$519K - $596K
|
130K
$7.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
6K+ 174.86% |
$343K - $394K
|
9.44K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
722+ 8.99% |
$41.3K - $47.4K
|
8.75K
$504K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 1.96% |
$80.9K - $92.7K
|
73.4K
$4.23M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-50- 0.2% |
$2.86K - $3.28K
|
25.2K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.3K+ 0.6% |
$761K - $872K
|
2.25M
$130M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.95KNew |
$397K - $456K
|
6.95K
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.06K+ 2.01% |
$60.7K - $69.6K
|
54K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.14K+ 5.53% |
$408K - $468K
|
136K
$7.84M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
5.13KNew |
$293K - $336K
|
5.13K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-925- 1.82% |
$52.9K - $60.7K
|
49.9K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-13.7K- 29.42% |
$783K - $898K
|
32.9K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.07K+ 6.8% |
$175K - $201K
|
48.2K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 56.39% |
$643K - $737K
|
31.2K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.21M+ 8.56% |
$69.4M - $79.6M
|
15.4M
$887M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.4K- 11.1% |
$80.1K - $91.8K
|
11.2K
$646K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
284+ 1.22% |
$16.2K - $18.6K
|
23.6K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 3.54% |
$697K - $799K
|
357K
$20.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.72K+ 3.39% |
$556K - $637K
|
297K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.08K+ 2.09% |
$176K - $202K
|
150K
$8.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-299- 63.89% |
$17.1K - $19.6K
|
169
$9.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.27K+ 21.14% |
$72.8K - $83.5K
|
7.3K
$420K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.39K+ 11.5% |
$79.7K - $91.4K
|
13.5K
$778K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.32K+ 2.58% |
$133K - $152K
|
92.3K
$5.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
7.35K+ 8.94% |
$420K - $482K
|
89.6K
$5.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4.1K- 14.01% |
$234K - $269K
|
25.1K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-11.7K- 29.16% |
$668K - $765K
|
28.3K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
15+ 0.23% |
$858 - $984
|
6.63K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-519- 2.95% |
$29.7K - $34K
|
17.1K
$984K
|