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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.35K- 28.83% |
$77.2K - $84.4K
|
3.34K
$235K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9.27KNew |
$529K - $578K
|
9.27K
$652K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.42K- 4.86% |
$80.9K - $88.4K
|
27.8K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 88.35% |
$67.1K - $73.3K
|
155
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.33% |
$57.1 - $62.4
|
299
$21K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
58.4K+ 129.56% |
$3.34M - $3.65M
|
104K
$7.29M
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-987- 6.59% |
$56.4K - $61.6K
|
14K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-940- 11.02% |
$53.7K - $58.7K
|
7.59K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-89.7K- 65.7% |
$5.12M - $5.6M
|
46.8K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.77K+ 22.78% |
$158K - $173K
|
14.9K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.8K+ 104.4% |
$789K - $862K
|
27K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.06K+ 3.37% |
$174K - $191K
|
93.6K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.5K+ 8.08% |
$1.8M - $1.97M
|
421K
$29.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
172K+ 63.83% |
$9.8M - $10.7M
|
440K
$31M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
11.8K+ 3.44% |
$672K - $734K
|
354K
$24.9M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
49.8K+ 12.52% |
$2.84M - $3.11M
|
447K
$31.5M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-50.8K- 99.7% |
$2.9M - $3.17M
|
155
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.36K+ 5.23% |
$363K - $397K
|
128K
$9.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.11K+ 1.91% |
$121K - $132K
|
113K
$7.94M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25.5KNew |
$1.45M - $1.59M
|
25.5K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
14.6K+ 6.71% |
$836K - $914K
|
233K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.1K- 13.34% |
$631K - $690K
|
71.8K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
243+ 3.0% |
$13.9K - $15.2K
|
8.34K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.21K+ 31.16% |
$355K - $388K
|
26.2K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-10K- 11.29% |
$572K - $625K
|
78.6K
$5.53M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-27- 0.32% |
$1.54K - $1.68K
|
8.51K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.03K+ 1.08% |
$344K - $376K
|
563K
$39.6M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7K+ 8.22% |
$780K - $852K
|
180K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
48.1KNew |
$2.75M - $3M
|
48.1K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
540+ 24.2% |
$30.8K - $33.7K
|
2.77K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.18M+ 7.12% |
$67.4M - $73.6M
|
17.7M
$1.25B
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.28K- 37.9% |
$130K - $142K
|
3.74K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
70.1K+ 10.28% |
$4M - $4.37M
|
752K
$52.9M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
571+ 456.8% |
$32.6K - $35.6K
|
696
$49K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
12.5K+ 55.93% |
$714K - $780K
|
34.8K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.9K- 13.81% |
$280K - $306K
|
30.6K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.8K+ 52.22% |
$785K - $858K
|
40.1K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
25.4K+ 5.85% |
$1.45M - $1.59M
|
460K
$32.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.09K- 26.16% |
$62.4K - $68.1K
|
3.08K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.18K+ 5.8% |
$67.6K - $73.8K
|
21.6K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-678- 0.65% |
$38.7K - $42.3K
|
104K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 17.48% |
$152K - $166K
|
12.6K
$886K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61.1K+ 13.66% |
$3.49M - $3.81M
|
508K
$35.8M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9.27K- 1.7% |
$529K - $578K
|
536K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-936- 3.24% |
$53.5K - $58.4K
|
28K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-191- 1.38% |
$10.9K - $11.9K
|
13.6K
$960K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.52K+ 5.95% |
$201K - $219K
|
62.6K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
810+ 1.51% |
$46.3K - $50.5K
|
54.5K
$3.83M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 10.01% |
$7.65M - $8.35M
|
1.47M
$104M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 3.66% |
$362K - $396K
|
180K
$12.7M
|