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 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.76K+ 8.82% |
$101K - $116K
|
21.8K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 123.11% |
$6.02M - $6.9M
|
191K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 41.63% |
$6.17M - $7.08M
|
367K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.27KNew |
$72.4K - $83K
|
1.27K
$72.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.61K+ 47.79% |
$378K - $433K
|
20.4K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.97K- 2.16% |
$113K - $129K
|
89.3K
$5.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
10.7K+ 4.54% |
$610K - $699K
|
246K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-49.4K- 61.93% |
$2.82M - $3.24M
|
30.3K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.2K+ 7.57% |
$642K - $736K
|
159K
$9.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-46.5K- 16.88% |
$2.66M - $3.05M
|
229K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.22K+ 31.67% |
$127K - $145K
|
9.22K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.71KNew |
$212K - $244K
|
3.71K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.6K+ 8.44% |
$892K - $1.02M
|
200K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21.3K+ 7.9% |
$1.22M - $1.4M
|
291K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.6K- 11.38% |
$894K - $1.03M
|
122K
$7.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 15.33% |
$5.03K - $5.77K
|
662
$38.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.38K+ 41.43% |
$365K - $419K
|
21.8K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15.1K+ 13.61% |
$861K - $987K
|
126K
$7.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-23.7K- 10.82% |
$1.36M - $1.55M
|
195K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.3K+ 12.77% |
$987K - $1.13M
|
152K
$8.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
369New |
$21.1K - $24.2K
|
369
$21.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-16.5K- 4.31% |
$942K - $1.08M
|
365K
$21M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.03K- 1.97% |
$460K - $527K
|
400K
$23M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 5.45% |
$75.3K - $86.3K
|
25.5K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
29.7K+ 3.82% |
$1.7M - $1.94M
|
807K
$46.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.63K+ 124.19% |
$379K - $435K
|
12K
$690K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 1.19% |
$32.5K - $37.3K
|
48.4K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.2K+ 7.5% |
$240K - $275K
|
60.2K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 3.84% |
$72.6K - $83.3K
|
31.8K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
11.1K+ 2.0% |
$634K - $727K
|
566K
$32.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-527- 2.46% |
$30.1K - $34.6K
|
20.9K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$8.47K - $9.71K
|
148
$8.52K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.25K- 2.81% |
$358K - $410K
|
216K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14.8K+ 3.36% |
$845K - $968K
|
455K
$26.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.31K- 3.11% |
$74.8K - $85.7K
|
40.8K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-6.9K- 5.8% |
$395K - $452K
|
112K
$6.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
5.85K+ 24.02% |
$334K - $383K
|
30.2K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.7KNew |
$1.07M - $1.23M
|
18.7K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
157+ 0.47% |
$8.98K - $10.3K
|
33.5K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.72% |
$4.8K - $5.51K
|
11.7K
$674K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.93K+ 101.44% |
$282K - $323K
|
9.78K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.77K+ 4.58% |
$445K - $510K
|
177K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 0.08% |
$1.14K - $1.31K
|
26.3K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
204+ 0.13% |
$11.7K - $13.4K
|
159K
$9.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
18.7KNew |
$1.07M - $1.23M
|
18.7K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.3K- 1.08% |
$74.3K - $85.2K
|
119K
$6.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
402+ 1.41% |
$23K - $26.4K
|
28.9K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.5K- 3.94% |
$2.94M - $3.38M
|
1.25M
$72.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.41K+ 5.91% |
$195K - $223K
|
61.1K
$3.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.31K- 4.15% |
$304K - $348K
|
123K
$7.06M
|