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 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.66KNew |
$495K - $541K
|
8.66K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-64.5K- 30.02% |
$3.68M - $4.03M
|
150K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-232- 1.85% |
$13.2K - $14.5K
|
12.3K
$866K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
75K+ 575.29% |
$4.29M - $4.68M
|
88.1K
$6.2M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
6.06KNew |
$346K - $378K
|
6.06K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.19K+ 13.56% |
$67.7K - $73.9K
|
9.92K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$981K - $1.07M
|
17.2K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.07K+ 10.54% |
$61.2K - $66.9K
|
11.2K
$791K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.9K+ 7.36% |
$625K - $683K
|
160K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
3.35K+ 185.4% |
$191K - $209K
|
5.16K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 2.09% |
$514 - $562
|
439
$30.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
228K+ 101.01% |
$13M - $14.2M
|
454K
$31.9M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.96K- 7.82% |
$112K - $122K
|
23.1K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 39.71% |
$8.43M - $9.21M
|
519K
$36.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
720+ 2.72% |
$41.1K - $44.9K
|
27.2K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6.41K+ 22.61% |
$366K - $400K
|
34.8K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-3.8K- 43.5% |
$217K - $237K
|
4.94K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$514 - $562
|
9
$633
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.03K+ 3.06% |
$59.1K - $64.5K
|
34.9K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-2.83K- 4.36% |
$162K - $176K
|
62K
$4.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-97- 0.05% |
$5.54K - $6.05K
|
192K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41- 0.2% |
$2.34K - $2.56K
|
20.9K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
426New |
$24.3K - $26.6K
|
426
$30K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-14- 0.05% |
$800 - $874
|
26.8K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.05K+ 38.17% |
$174K - $190K
|
11K
$777K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
13.7K+ 8.49% |
$782K - $854K
|
175K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.04K+ 5.46% |
$173K - $189K
|
58.6K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
112K+ 28.3% |
$6.38M - $6.97M
|
506K
$35.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100K+ 4.57% |
$5.73M - $6.26M
|
2.3M
$162M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.17K+ 10.68% |
$66.8K - $73K
|
12.1K
$854K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-2.25K- 4.72% |
$129K - $141K
|
45.5K
$3.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.01K+ 55.05% |
$343K - $375K
|
16.9K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-4.9K- 9.03% |
$280K - $306K
|
49.4K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 4.75% |
$139K - $152K
|
53.9K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-657- 6.68% |
$37.5K - $41K
|
9.18K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.72K+ 56.64% |
$441K - $482K
|
21.4K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-961- 1.9% |
$54.9K - $60K
|
49.7K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.17KNew |
$181K - $198K
|
3.17K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 0.77% |
$6.58M - $7.19M
|
15M
$1.06B
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.54K- 43.96% |
$260K - $284K
|
5.79K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.34K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.08KNew |
$404K - $442K
|
7.08K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
34.7KNew |
$1.98M - $2.17M
|
34.7K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-40.8K- 88.01% |
$2.33M - $2.55M
|
5.56K
$391K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
515K+ 368.08% |
$29.4M - $32.1M
|
655K
$46.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-42- 0.96% |
$2.4K - $2.62K
|
4.33K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.19K- 3.45% |
$182K - $199K
|
89.2K
$6.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-170- 0.24% |
$9.71K - $10.6K
|
69.7K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.46K- 3.8% |
$83.4K - $91.1K
|
36.9K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-140- 0.33% |
$8K - $8.74K
|
41.9K
$2.95M
|