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 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
2.83K+ 21.7% |
$162K - $177K
|
15.9K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.34K- 91.64% |
$191K - $209K
|
305
$21.5K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.26K- 3.14% |
$71.8K - $78.4K
|
38.8K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.25K+ 3.38% |
$243K - $265K
|
130K
$9.15M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.91K+ 18.07% |
$109K - $119K
|
12.5K
$876K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
90.9KNew |
$5.19M - $5.67M
|
90.9K
$6.4M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
601+ 0.37% |
$34.3K - $37.5K
|
163K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
638+ 3.69% |
$36.4K - $39.8K
|
17.9K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
671+ 30.16% |
$38.3K - $41.9K
|
2.9K
$204K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.69KNew |
$211K - $230K
|
3.69K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.33K+ 7.82% |
$476K - $520K
|
115K
$8.09M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126K+ 59.19% |
$7.17M - $7.83M
|
338K
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.38K- 1.33% |
$78.7K - $86K
|
102K
$7.18M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.45K+ 15.29% |
$311K - $340K
|
41.1K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.3K+ 3.95% |
$360K - $393K
|
166K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
269+ 1793.33% |
$15.4K - $16.8K
|
284
$20K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-1.04K- 3.97% |
$59.6K - $65.1K
|
25.3K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
176KNew |
$10.1M - $11M
|
176K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.6K+ 25.59% |
$660K - $721K
|
56.7K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-71.4K- 86.62% |
$4.08M - $4.46M
|
11K
$776K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.76K+ 159.19% |
$100K - $110K
|
2.86K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.33K+ 2.14% |
$75.8K - $82.9K
|
63.4K
$4.46M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
173+ 4.3% |
$9.88K - $10.8K
|
4.19K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 3.52% |
$207K - $227K
|
107K
$7.52M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.29K+ 7.06% |
$130K - $143K
|
34.7K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
356+ 2.97% |
$20.3K - $22.2K
|
12.3K
$868K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 2.01% |
$86.2K - $94.2K
|
73.5K
$5.17M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.8K+ 23.4% |
$2.62M - $2.86M
|
242K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
887+ 5.56% |
$50.7K - $55.3K
|
16.8K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.68KNew |
$267K - $292K
|
4.68K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-500- 2.17% |
$28.6K - $31.2K
|
22.6K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.19KNew |
$468K - $511K
|
8.19K
$576K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$289K - $316K
|
5.07K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
13KNew |
$743K - $812K
|
13K
$915K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-240- 5.71% |
$13.7K - $15K
|
3.96K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13.1K+ 3.74% |
$747K - $817K
|
363K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.01K+ 3.37% |
$343K - $375K
|
185K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-86- 0.16% |
$4.91K - $5.37K
|
53.1K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.94K- 6.22% |
$168K - $184K
|
44.3K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
57.3KNew |
$3.27M - $3.58M
|
57.3K
$4.03M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
113+ 0.38% |
$6.45K - $7.05K
|
30.1K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-55.5K- 27.4% |
$3.17M - $3.47M
|
147K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-38.5K- 9.23% |
$2.2M - $2.4M
|
379K
$26.6M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.41K+ 82.06% |
$309K - $338K
|
12K
$845K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.5KNew |
$1.11M - $1.21M
|
19.5K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-137- 1.01% |
$7.82K - $8.55K
|
13.4K
$941K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14K+ 8.19% |
$799K - $873K
|
185K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.18K- 9.06% |
$524K - $573K
|
92.1K
$6.48M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
986New |
$56.3K - $61.5K
|
986
$69.4K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.6KNew |
$603K - $659K
|
10.6K
$743K
|