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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
20.5KNew |
$1.09M - $1.4M
|
20.5K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-257- 9.27% |
$13.6K - $17.6K
|
2.51K
$187K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.61K+ 7.48% |
$139K - $179K
|
37.5K
$2.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-165- 1.8% |
$8.76K - $11.3K
|
9.01K
$671K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
69.1K+ 61.25% |
$3.67M - $4.74M
|
182K
$13.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-54.1K- 42.27% |
$2.87M - $3.71M
|
73.9K
$5.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
594+ 6.38% |
$31.5K - $40.7K
|
9.91K
$737K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.51K- 1.9% |
$186K - $241K
|
181K
$13.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-5.89K- 5.41% |
$313K - $404K
|
103K
$7.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.6K+ 6.52% |
$562K - $726K
|
173K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-24K- 13.72% |
$1.27M - $1.64M
|
151K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.83K+ 91.63% |
$416K - $537K
|
16.4K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
260New |
$13.8K - $17.8K
|
260
$19.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
673+ 7.78% |
$35.7K - $46.1K
|
9.32K
$694K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.64K- 7.59% |
$140K - $181K
|
32.1K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
32K+ 7.05% |
$1.7M - $2.19M
|
485K
$36.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-38- 1.11% |
$2.02K - $2.6K
|
3.39K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.63K- 31.63% |
$86.6K - $112K
|
3.53K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.2K+ 39.25% |
$1.13M - $1.45M
|
75.3K
$5.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
22.7K+ 15.11% |
$1.21M - $1.56M
|
173K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26K+ 17.69% |
$1.38M - $1.78M
|
173K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-327- 2.66% |
$17.4K - $22.4K
|
12K
$891K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.27K- 19.22% |
$280K - $361K
|
22.2K
$1.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 10.34% |
$955 - $1.23K
|
192
$14.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.16K+ 5.36% |
$61.5K - $79.4K
|
22.7K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.8K- 40.12% |
$944K - $1.22M
|
26.5K
$1.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.5K+ 8.32% |
$1.88M - $2.43M
|
462K
$34.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-11.7K- 7.09% |
$624K - $805K
|
154K
$11.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.7K+ 3.46% |
$196K - $254K
|
111K
$8.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
921+ 19.69% |
$48.9K - $63.1K
|
5.6K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
85.5KNew |
$4.54M - $5.86M
|
85.5K
$6.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.28K- 2.2% |
$121K - $156K
|
101K
$7.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-659- 79.98% |
$35K - $45.2K
|
165
$12.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.71K+ 13.65% |
$197K - $255K
|
30.9K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 24.14% |
$190K - $246K
|
11.3K
$839K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30.4K- 5.86% |
$1.62M - $2.09M
|
489K
$36.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.88K- 1.66% |
$312K - $403K
|
348K
$25.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-528- 3.78% |
$28K - $36.2K
|
13.5K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.68K- 6.37% |
$248K - $321K
|
68.7K
$5.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.14K- 1.63% |
$167K - $215K
|
190K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 0.39% |
$796 - $1.03K
|
3.88K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-81- 0.47% |
$4.3K - $5.55K
|
17.2K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 3.77% |
$106 - $137
|
55
$4.09K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22K+ 202.26% |
$1.17M - $1.5M
|
32.8K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
6+ 0.01% |
$318 - $411
|
72.4K
$5.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.4K+ 21.79% |
$658K - $849K
|
69.2K
$5.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
199+ 3.07% |
$10.6K - $13.6K
|
6.69K
$498K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.73K+ 79.95% |
$198K - $256K
|
8.4K
$625K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16.1K- 3.98% |
$853K - $1.1M
|
388K
$28.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.81KNew |
$255K - $330K
|
4.81K
$358K
|