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 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
259KNew |
$14.8M - $17M
|
259K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 3.96% |
$74.1K - $85K
|
34K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-9- 0.07% |
$515 - $590
|
13.8K
$795K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25.5K+ 38.67% |
$1.46M - $1.67M
|
91.5K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.1K- 22.95% |
$120K - $138K
|
7.06K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.27K- 50.03% |
$244K - $280K
|
4.26K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.49K+ 8.3% |
$429K - $491K
|
97.7K
$5.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
75.7K+ 47.04% |
$4.33M - $4.97M
|
237K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12.3K+ 7.08% |
$703K - $806K
|
186K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.94KNew |
$168K - $193K
|
2.94K
$170K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
31.1KNew |
$1.78M - $2.04M
|
31.1K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
929+ 1.82% |
$53.1K - $60.9K
|
52K
$3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7K+ 52.6% |
$671K - $770K
|
34K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.49K+ 12.2% |
$314K - $360K
|
50.5K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 1.78% |
$412K - $472K
|
412K
$23.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.68K+ 49.8% |
$210K - $241K
|
11.1K
$638K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-19- 0.07% |
$1.09K - $1.25K
|
27.5K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-249- 5.5% |
$14.2K - $16.3K
|
4.28K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
201+ 0.2% |
$11.5K - $13.2K
|
103K
$5.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
42+ 0.34% |
$2.4K - $2.75K
|
12.5K
$718K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.4K- 42.61% |
$309K - $354K
|
7.27K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 1.17% |
$62.2K - $71.4K
|
94.4K
$5.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 1.59% |
$1.08M - $1.23M
|
1.17M
$67.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.68K+ 1.22% |
$382K - $438K
|
556K
$32M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.62K+ 190.85% |
$378K - $434K
|
10.1K
$581K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-48.6K- 32.87% |
$2.78M - $3.19M
|
99.2K
$5.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.67K+ 3.44% |
$267K - $306K
|
140K
$8.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.49K+ 25.67% |
$200K - $229K
|
17.1K
$985K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 4.21% |
$148K - $169K
|
63.9K
$3.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-980- 3.15% |
$56.1K - $64.3K
|
30.1K
$1.74M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.25K- 39.13% |
$129K - $148K
|
3.5K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.42K+ 1479.22% |
$195K - $224K
|
3.65K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.23K+ 3.26% |
$357K - $409K
|
197K
$11.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 1.05% |
$907K - $1.04M
|
1.5M
$86.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.59K- 8.86% |
$320K - $366K
|
57.4K
$3.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-917- 1.13% |
$52.5K - $60.1K
|
80.3K
$4.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 9.71% |
$98.7K - $113K
|
19.5K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.18KNew |
$182K - $208K
|
3.18K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.8K+ 4.97% |
$389K - $446K
|
144K
$8.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6.32K- 4.29% |
$361K - $414K
|
141K
$8.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-866- 87.39% |
$49.5K - $56.8K
|
125
$7.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.62K+ 22.88% |
$436K - $500K
|
40.9K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.24K+ 1.61% |
$70.9K - $81.3K
|
78.2K
$4.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 40.88% |
$1.15M - $1.32M
|
69.5K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
185+ 560.61% |
$10.6K - $12.1K
|
218
$12.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.25KNew |
$186K - $213K
|
3.25K
$187K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
780+ 1.59% |
$44.6K - $51.2K
|
49.7K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.25K- 59.2% |
$529K - $607K
|
6.37K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.06K- 4.9% |
$60.3K - $69.2K
|
20.5K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-2.66K- 1.39% |
$152K - $174K
|
188K
$10.9M
|