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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.13KNew |
$293K - $336K
|
5.13K
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-794- 3.74% |
$45.4K - $52.1K
|
20.4K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.53KNew |
$259K - $297K
|
4.53K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 0.44% |
$68.3K - $78.3K
|
268K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19.4K+ 5.25% |
$1.11M - $1.27M
|
390K
$22.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.49K+ 9.06% |
$429K - $492K
|
90.2K
$5.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.08K+ 2.91% |
$233K - $267K
|
144K
$8.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.45K- 8.67% |
$140K - $161K
|
25.8K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
796+ 0.35% |
$45.5K - $52.2K
|
225K
$13M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.1K+ 90.86% |
$177K - $203K
|
6.51K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-78- 1.1% |
$4.46K - $5.12K
|
7K
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$4.92K - $5.64K
|
86
$4.95K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
916+ 2.1% |
$52.4K - $60.1K
|
44.6K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12.6K+ 4.99% |
$722K - $828K
|
265K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.33KNew |
$75.9K - $87K
|
1.33K
$76.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-2.6K- 5.27% |
$149K - $170K
|
46.7K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
7.56K+ 6.29% |
$433K - $496K
|
128K
$7.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.24K+ 0.92% |
$70.8K - $81.2K
|
136K
$7.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1K+ 4.8% |
$57.2K - $65.6K
|
21.8K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$186K - $214K
|
3.26K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
377+ 14.31% |
$21.6K - $24.7K
|
3.01K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.72K+ 4.99% |
$98.6K - $113K
|
36.3K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
94+ 0.32% |
$5.38K - $6.17K
|
29.6K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.97K+ 1.5% |
$456K - $523K
|
539K
$31.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.44K+ 42.03% |
$311K - $357K
|
18.4K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.74K- 12.71% |
$385K - $442K
|
46.3K
$2.67M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.13K+ 11.0% |
$64.8K - $74.3K
|
11.4K
$658K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.42K- 2.83% |
$80.9K - $92.8K
|
48.5K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
430New |
$24.6K - $28.2K
|
430
$24.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
37+ 0.12% |
$2.12K - $2.43K
|
29.7K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.61KNew |
$263K - $302K
|
4.61K
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13+ 0.24% |
$744 - $853
|
5.33K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$178K - $204K
|
3.11K
$179K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
162K+ 417.71% |
$9.29M - $10.7M
|
201K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
786+ 1.43% |
$45K - $51.6K
|
55.6K
$3.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
50.7K+ 17.68% |
$2.9M - $3.32M
|
337K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-41- 0.44% |
$2.35K - $2.69K
|
9.22K
$531K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-6.95K- 33.21% |
$397K - $456K
|
14K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5.98K+ 6.42% |
$342K - $392K
|
99.1K
$5.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
571New |
$32.7K - $37.5K
|
571
$32.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-15- 0.3% |
$858 - $984
|
5K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11K- 6.29% |
$631K - $723K
|
164K
$9.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-144- 0.93% |
$8.24K - $9.44K
|
15.3K
$881K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
11.2K+ 4.13% |
$642K - $736K
|
283K
$16.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-110- 1.02% |
$6.29K - $7.21K
|
10.7K
$616K
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.15K+ 1.51% |
$66K - $75.6K
|
77.4K
$4.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.32K- 1.81% |
$75.3K - $86.3K
|
71.5K
$4.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
12K+ 3.69% |
$684K - $785K
|
337K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 16.16% |
$853K - $978K
|
107K
$6.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-269- 1.71% |
$15.4K - $17.6K
|
15.4K
$889K
|