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 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.1KNew |
$1.33M - $1.72M
|
25.1K
$1.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
92K+ 20.32% |
$4.88M - $6.31M
|
545K
$40.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
301K+ 16.42% |
$16M - $20.7M
|
2.14M
$159M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-35- 25.36% |
$1.86K - $2.4K
|
103
$7.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
56.9K+ 13.63% |
$3.02M - $3.9M
|
475K
$35.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-76.2K- 96.88% |
$4.04M - $5.22M
|
2.45K
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-204- 2.4% |
$10.8K - $14K
|
8.3K
$618K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4New |
$212 - $274
|
4
$298
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.03K+ 3.55% |
$54.7K - $70.6K
|
30.1K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.6K+ 24.01% |
$723K - $933K
|
70.3K
$5.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 3.2% |
$212 - $274
|
121
$9K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
9.52K+ 187.78% |
$506K - $653K
|
14.6K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-26.1K- 52.85% |
$1.39M - $1.79M
|
23.3K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
57K+ 164.63% |
$3.03M - $3.91M
|
91.7K
$6.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
32+ 0.13% |
$1.7K - $2.19K
|
24.6K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-271- 2.03% |
$14.4K - $18.6K
|
13.1K
$975K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
568+ 5.38% |
$30.1K - $38.9K
|
11.1K
$829K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-75.4K- 19.92% |
$4M - $5.17M
|
303K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.04% |
$212 - $274
|
388
$28.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 1.67% |
$265 - $343
|
304
$22.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36M+ 307.9% |
$72M - $92.9M
|
1.8M
$134M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
40.1K+ 9411.74% |
$2.13M - $2.75M
|
40.5K
$3.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
120New |
$6.37K - $8.22K
|
120
$8.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.6K+ 16.93% |
$935K - $1.21M
|
122K
$9.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.67K+ 15.45% |
$513K - $663K
|
72.2K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.7K- 6.2% |
$3.65M - $4.71M
|
1.04M
$77.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.05K+ 9.8% |
$480K - $620K
|
101K
$7.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
211K+ 62.4% |
$11.2M - $14.4M
|
548K
$40.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 12.03% |
$734K - $947K
|
129K
$9.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
84.4K+ 21.07% |
$4.48M - $5.78M
|
485K
$36.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.43K+ 4.13% |
$394K - $509K
|
187K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.72K- 4.96% |
$91.4K - $118K
|
33K
$2.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.12K+ 45.37% |
$431K - $557K
|
26K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
246+ 0.97% |
$13.1K - $16.9K
|
25.5K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
71.1KNew |
$3.77M - $4.87M
|
71.1K
$5.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.1K+ 5.79% |
$640K - $826K
|
220K
$16.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
44+ 0.24% |
$2.34K - $3.02K
|
18.5K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-164- 0.34% |
$8.71K - $11.2K
|
47.6K
$3.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-178- 0.79% |
$9.45K - $12.2K
|
22.4K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
696KNew |
$36.9M - $47.7M
|
696K
$51.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
43.6K+ 273.71% |
$2.32M - $2.99M
|
59.6K
$4.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
70K+ 79.46% |
$3.72M - $4.8M
|
158K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.46K+ 14.61% |
$131K - $169K
|
19.3K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.57KNew |
$349K - $450K
|
6.57K
$489K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-23- 0.07% |
$1.22K - $1.58K
|
34.6K
$2.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6.52K+ 2.8% |
$346K - $447K
|
239K
$17.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
119+ 0.43% |
$6.32K - $8.16K
|
28.1K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.03% |
$478 - $617
|
26.7K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
20.7K+ 11.83% |
$1.1M - $1.42M
|
196K
$14.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12.1K+ 11.79% |
$644K - $832K
|
115K
$8.57M
|