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 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
5.79K+ 16.63% |
$307K - $397K
|
40.6K
$3.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3.06K- 8.3% |
$163K - $210K
|
33.9K
$2.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.96KNew |
$157K - $203K
|
2.96K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
473+ 7.8% |
$25.1K - $32.4K
|
6.54K
$486K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-333- 9.0% |
$17.7K - $22.8K
|
3.37K
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
3.4K+ 21.42% |
$181K - $233K
|
19.3K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
87.2KNew |
$4.63M - $5.98M
|
87.2K
$6.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
76.9K+ 49630.97% |
$4.08M - $5.27M
|
77.1K
$5.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
85.6K+ 22.14% |
$4.54M - $5.87M
|
472K
$35.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 4.71% |
$166K - $214K
|
69.5K
$5.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.16K+ 31.83% |
$380K - $491K
|
29.6K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.89K- 0.99% |
$100K - $130K
|
190K
$14.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.47% |
$212 - $274
|
844
$62.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.42K+ 17.06% |
$75.1K - $97K
|
9.71K
$723K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23K+ 10.21% |
$65.1K - $84K
|
13.2K
$985K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48M+ 16.52% |
$132M - $170M
|
17.5M
$1.3B
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 6.64% |
$75.5K - $97.5K
|
22.8K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
640+ 0.38% |
$34K - $43.9K
|
171K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
25.5K+ 14.45% |
$1.35M - $1.75M
|
202K
$15M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.96K+ 57.19% |
$263K - $340K
|
13.6K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.2K+ 169.26% |
$1.92M - $2.48M
|
57.5K
$4.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.38K- 9.16% |
$126K - $163K
|
23.6K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
307New |
$16.3K - $21K
|
307
$22.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.57K+ 3.75% |
$83.4K - $108K
|
43.4K
$3.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-62- 0.4% |
$3.29K - $4.25K
|
15.6K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.22KNew |
$171K - $220K
|
3.22K
$239K
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.51K+ 6.3% |
$240K - $309K
|
76.1K
$5.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 2.93% |
$11.5K - $14.8K
|
7.6K
$565K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.72K+ 6.91% |
$198K - $255K
|
57.6K
$4.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-7.88K- 7.25% |
$418K - $540K
|
101K
$7.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.84K+ 6.0% |
$97.5K - $126K
|
32.4K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
48.1K+ 10.86% |
$2.55M - $3.3M
|
491K
$36.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
65.3KNew |
$3.47M - $4.47M
|
65.3K
$4.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-258- 0.86% |
$13.7K - $17.7K
|
29.9K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.82K+ 88.2% |
$203K - $262K
|
8.15K
$606K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.72K+ 4.14% |
$197K - $255K
|
93.6K
$6.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-1.67K- 4.64% |
$88.5K - $114K
|
34.2K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 7.16% |
$79.4K - $102K
|
22.4K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
669+ 4.91% |
$35.5K - $45.9K
|
14.3K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.46K+ 8.16% |
$77.7K - $100K
|
19.4K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.01K- 1.6% |
$478K - $618K
|
554K
$41.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23.4K+ 25.78% |
$1.24M - $1.61M
|
114K
$8.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.74K+ 20.54% |
$411K - $530K
|
45.4K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-361- 8.32% |
$19.2K - $24.7K
|
3.98K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.8K+ 2.91% |
$95.8K - $124K
|
63.8K
$4.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.24K- 1.72% |
$65.7K - $84.8K
|
70.5K
$5.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-29.8K- 29.16% |
$1.58M - $2.04M
|
72.3K
$5.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-296- 4.84% |
$15.7K - $20.3K
|
5.82K
$433K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68.4K+ 13.46% |
$3.63M - $4.69M
|
577K
$42.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 0.4% |
$89.9K - $116K
|
424K
$31.6M
|