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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
158K+ 0.89% |
$8.38M - $10.8M
|
17.9M
$1.33B
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.23K+ 0.69% |
$65.5K - $84.6K
|
181K
$13.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
431K+ 102.35% |
$22.9M - $29.6M
|
852K
$63.4M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
3.98K+ 42.97% |
$211K - $273K
|
13.2K
$986K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-161- 1.11% |
$8.55K - $11K
|
14.3K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.83KNew |
$257K - $331K
|
4.83K
$360K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-42- 30.22% |
$2.23K - $2.88K
|
97
$7.22K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.68K+ 0.74% |
$142K - $184K
|
365K
$27.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.29% |
$106 - $137
|
698
$51.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.5K+ 62.25% |
$398K - $514K
|
19.6K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.98K+ 3.12% |
$264K - $341K
|
165K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-43K- 41.49% |
$2.28M - $2.95M
|
60.6K
$4.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.78K+ 62.19% |
$94.5K - $122K
|
4.65K
$346K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26+ 0.54% |
$1.38K - $1.78K
|
4.85K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72K+ 5.28% |
$3.82M - $4.93M
|
1.43M
$107M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.11K+ 74.0% |
$58.9K - $76.1K
|
2.61K
$194K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
370+ 2.48% |
$19.6K - $25.4K
|
15.3K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
475+ 3.92% |
$25.2K - $32.6K
|
12.6K
$938K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.39K+ 2.03% |
$73.5K - $94.9K
|
69.6K
$5.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
122K+ 29.59% |
$6.45M - $8.33M
|
532K
$39.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.06K+ 6.72% |
$216K - $278K
|
64.6K
$4.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.7K+ 103.12% |
$994K - $1.28M
|
36.9K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-848- 2.18% |
$45K - $58.1K
|
38K
$2.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.79K- 10.71% |
$360K - $465K
|
56.6K
$4.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4.38K+ 138.04% |
$232K - $300K
|
7.55K
$562K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
826+ 4.27% |
$43.8K - $56.6K
|
20.2K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-29.1K- 39.81% |
$1.55M - $2M
|
44.1K
$3.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.07K- 99.93% |
$163K - $211K
|
2
$149
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-545- 16.3% |
$28.9K - $37.4K
|
2.8K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
497+ 0.54% |
$26.4K - $34.1K
|
92.6K
$6.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 61.19% |
$1.34M - $1.72M
|
16K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
90+ 31.69% |
$4.78K - $6.17K
|
374
$27.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
355+ 2366.67% |
$18.8K - $24.3K
|
370
$27.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
177New |
$9.4K - $12.1K
|
177
$13.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
785+ 1.45% |
$41.7K - $53.8K
|
54.9K
$4.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.25K+ 42.87% |
$385K - $497K
|
24.2K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.52K+ 4.3% |
$80.7K - $104K
|
36.9K
$2.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
2.04K+ 4.48% |
$108K - $140K
|
47.5K
$3.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 3.46% |
$706K - $912K
|
398K
$29.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.79K- 18.63% |
$148K - $191K
|
12.2K
$905K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
5.44K+ 7.19% |
$289K - $373K
|
81.1K
$6.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.02% |
$106 - $137
|
10.1K
$749K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-3.97K- 4.24% |
$211K - $272K
|
89.6K
$6.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 0.25% |
$849 - $1.1K
|
6.5K
$484K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.87KNew |
$259K - $334K
|
4.87K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12.4KNew |
$660K - $852K
|
12.4K
$925K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.73K+ 4.18% |
$198K - $255K
|
92.9K
$6.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
282KNew |
$15M - $19.3M
|
282K
$21M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
334New |
$17.7K - $22.9K
|
334
$24.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
549+ 13.1% |
$29.1K - $37.6K
|
4.74K
$353K
|