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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.74KNew |
$211K - $233K
|
3.74K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3K+ 49.18% |
$169K - $187K
|
9.1K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
155New |
$8.75K - $9.68K
|
155
$8.93K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
477New |
$26.9K - $29.8K
|
477
$27.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
74+ 7.68% |
$4.18K - $4.62K
|
1.04K
$59.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
58+ 0.93% |
$3.27K - $3.62K
|
6.27K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-320- 11.28% |
$18.1K - $20K
|
2.52K
$145K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
123+ 0.61% |
$6.94K - $7.68K
|
20.3K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1+ 11.11% |
$56.4 - $62.4
|
10
$576
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.91K- 41.66% |
$334K - $369K
|
8.28K
$477K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 19.08% |
$1.64K - $1.81K
|
123
$7.08K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.8% |
$169 - $187
|
376
$21.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.98% |
$56.4 - $62.4
|
103
$5.93K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.11K+ 13.68% |
$232K - $256K
|
34.1K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
293New |
$16.5K - $18.3K
|
293
$16.9K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-524- 6.08% |
$29.6K - $32.7K
|
8.1K
$467K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-129- 1.75% |
$7.28K - $8.05K
|
7.26K
$418K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
543+ 7.9% |
$30.6K - $33.9K
|
7.41K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15New |
$846 - $936
|
15
$864
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-99- 25.52% |
$5.59K - $6.18K
|
289
$16.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-103- 0.5% |
$5.81K - $6.43K
|
20.6K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
39+ 0.17% |
$2.2K - $2.43K
|
23.5K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.23K+ 9.59% |
$69.1K - $76.5K
|
14K
$806K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
700+ 6.28% |
$39.5K - $43.7K
|
11.9K
$683K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
900+ 105.88% |
$50.8K - $56.2K
|
1.75K
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
519+ 54.4% |
$29.3K - $32.4K
|
1.47K
$84.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
109New |
$6.15K - $6.8K
|
109
$6.28K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.4KNew |
$418K - $462K
|
7.4K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
308New |
$17.4K - $19.2K
|
308
$17.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.5K- 16.8% |
$84.3K - $93.3K
|
7.4K
$426K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
78.9KNew |
$4.45M - $4.92M
|
78.9K
$4.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.46KNew |
$252K - $279K
|
4.46K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 0.72% |
$1.24K - $1.37K
|
3.07K
$177K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 28.89% |
$2.93K - $3.25K
|
128
$7.37K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
572+ 1.25% |
$32.3K - $35.7K
|
46.3K
$2.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.6KNew |
$1.05M - $1.16M
|
18.6K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
546New |
$30.8K - $34.1K
|
546
$31.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
80+ 0.94% |
$4.51K - $4.99K
|
8.59K
$495K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
179New |
$10.1K - $11.2K
|
179
$10.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-40.7K- 9.79% |
$2.3M - $2.54M
|
375K
$21.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-110- 1.76% |
$6.21K - $6.87K
|
6.14K
$354K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-238- 11.89% |
$13.4K - $14.9K
|
1.76K
$102K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
800New |
$42.4K - $46.8K
|
800
$46.1K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
295New |
$15.6K - $17.3K
|
295
$17K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
400New |
$21.2K - $23.4K
|
400
$23K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.7K+ 64.42% |
$1.15M - $1.27M
|
55.3K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19.5K- 58.64% |
$1.03M - $1.14M
|
13.8K
$793K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$77.1K - $85.2K
|
1.46K
$83.8K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
359New |
$19K - $21K
|
359
$20.7K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
10KNew |
$530K - $585K
|
10K
$576K
|
|