Latest Institutional Purchases of American Centy ETF Tr Avantis (AVEM)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
592K+ 486.18% |
$34.7M - $39.1M
|
714K
$42M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
144K+ 222.96% |
$8.42M - $9.51M
|
208K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
136K+ 105.16% |
$8M - $9.03M
|
266K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
134KNew |
$7.87M - $8.89M
|
134K
$7.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80.7K+ 41.31% |
$4.73M - $5.34M
|
276K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
60.5K+ 20.9% |
$3.55M - $4M
|
350K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
26.4K+ 4.58% |
$1.55M - $1.75M
|
604K
$35.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
21.4KNew |
$1.25M - $1.41M
|
21.4K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
20.4KNew |
$1.2M - $1.35M
|
20.4K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.8KNew |
$1.04M - $1.18M
|
17.8K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.5K+ 6.73% |
$790K - $892K
|
214K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.03K+ 9.47% |
$529K - $597K
|
104K
$6.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7.52K+ 1.91% |
$441K - $498K
|
402K
$23.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.29K+ 15.74% |
$427K - $482K
|
53.6K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6.67K+ 3.76% |
$391K - $441K
|
184K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.33K+ 31.19% |
$371K - $419K
|
26.6K
$1.57M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
6.11K+ 8.02% |
$358K - $404K
|
82.3K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.04K+ 79.59% |
$354K - $400K
|
13.6K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6.04K+ 1.12% |
$354K - $399K
|
545K
$32.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.68K+ 78.11% |
$333K - $376K
|
13K
$762K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.47K+ 10.76% |
$320K - $362K
|
56.3K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5KNew |
$293K - $331K
|
5K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.8K+ 18.61% |
$223K - $251K
|
24.2K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.7KNew |
$217K - $245K
|
3.7K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.57K+ 10.67% |
$209K - $236K
|
37K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.46K+ 76.35% |
$203K - $229K
|
7.99K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.11K+ 2.61% |
$182K - $205K
|
122K
$7.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.7K+ 2.13% |
$158K - $179K
|
130K
$7.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.6K+ 8.98% |
$152K - $172K
|
31.5K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 1.04% |
$132K - $149K
|
219K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 7.72% |
$102K - $115K
|
24.3K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 3.43% |
$92.9K - $105K
|
47.9K
$2.82M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
1.07K+ 9.84% |
$62.5K - $70.5K
|
11.9K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
476+ 3.11% |
$27.9K - $31.5K
|
15.8K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
376+ 1.83% |
$22K - $24.9K
|
21K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
254+ 7.05% |
$14.9K - $16.8K
|
3.86K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
187+ 2.18% |
$11K - $12.4K
|
8.77K
$516K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146+ 0.06% |
$8.55K - $9.66K
|
261K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
130+ 1.28% |
$7.62K - $8.6K
|
10.3K
$606K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
112+ 0.12% |
$6.56K - $7.41K
|
90.2K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
97+ 0.1% |
$5.68K - $6.42K
|
99.2K
$5.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 13.5% |
$4.45K - $5.03K
|
639
$37.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51New |
$2.99K - $3.37K
|
51
$3K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
33+ 0.18% |
$1.93K - $2.18K
|
18.7K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33+ 75.0% |
$1.93K - $2.18K
|
77
$4.53K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13+ 0.22% |
$762 - $860
|
5.99K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7+ 0.11% |
$410 - $463
|
6.38K
$375K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.64M+ 69.06% |
$322M - $370M
|
13.8M
$812M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26M+ 40.61% |
$72M - $82.5M
|
4.36M
$256M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.21M+ 8.56% |
$69.4M - $79.6M
|
15.4M
$906M
|
|