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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
3.96KNew |
$210K - $271K
|
3.96K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.75K+ 2.43% |
$199K - $257K
|
158K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.66K+ 89.74% |
$194K - $251K
|
7.75K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.66K+ 2.72% |
$194K - $251K
|
138K
$9.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
3.65K+ 99.16% |
$194K - $250K
|
7.34K
$516K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.63K+ 1.88% |
$192K - $249K
|
196K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.57KNew |
$190K - $245K
|
3.57K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$179K - $231K
|
3.37K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.23KNew |
$171K - $221K
|
3.23K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.19KNew |
$169K - $218K
|
3.19K
$224K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.08K+ 26.27% |
$163K - $211K
|
14.8K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.04KNew |
$161K - $208K
|
3.04K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.94K+ 12.13% |
$156K - $201K
|
27.2K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.76K+ 26.21% |
$147K - $189K
|
13.3K
$936K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.71K+ 4.01% |
$144K - $185K
|
70.2K
$4.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.64K+ 47.75% |
$140K - $181K
|
8.16K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.49K+ 4.98% |
$132K - $171K
|
52.5K
$3.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.43K+ 44.82% |
$129K - $166K
|
7.85K
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 1.22% |
$122K - $158K
|
190K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.23K+ 4.67% |
$118K - $153K
|
50K
$3.52M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
2.17K+ 2.49% |
$115K - $149K
|
89.3K
$6.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 24.58% |
$110K - $142K
|
10.5K
$738K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.78K+ 42.33% |
$94.4K - $122K
|
5.98K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.73K+ 5.33% |
$91.9K - $119K
|
34.2K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 1.58% |
$79.2K - $102K
|
95.8K
$6.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.47K+ 1.8% |
$78K - $101K
|
83K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.43K+ 0.98% |
$76.1K - $98.2K
|
147K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.38K+ 4.15% |
$73.3K - $94.6K
|
34.6K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.3K+ 0.15% |
$69.1K - $89.2K
|
869K
$61.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.69% |
$68.7K - $88.7K
|
77.7K
$5.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.25K+ 15.06% |
$66.5K - $85.9K
|
9.58K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 1.81% |
$64K - $82.6K
|
67.8K
$4.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
1.16K+ 5.14% |
$61.5K - $79.4K
|
23.7K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 6.18% |
$60.9K - $78.7K
|
19.7K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 0.53% |
$59.7K - $77K
|
213K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$53.8K - $69.4K
|
1.01K
$71.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
935+ 2.8% |
$49.6K - $64.1K
|
34.4K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
831+ 21.72% |
$44.1K - $57K
|
4.66K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
782+ 6.75% |
$41.5K - $53.6K
|
12.4K
$871K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
680+ 2.38% |
$36.1K - $46.6K
|
29.2K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
593+ 2.12% |
$31.5K - $40.6K
|
28.5K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
439+ 0.3% |
$23.3K - $30.1K
|
149K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
387+ 0.3% |
$20.5K - $26.5K
|
131K
$9.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
374+ 1.23% |
$19.9K - $25.6K
|
30.8K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
357+ 5.03% |
$18.9K - $24.5K
|
7.45K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
348New |
$18.5K - $23.9K
|
348
$24.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
335+ 213.38% |
$17.8K - $23K
|
492
$34.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
297+ 0.1% |
$15.8K - $20.4K
|
294K
$20.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
196New |
$10.4K - $13.4K
|
196
$13.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
192+ 0.21% |
$10.2K - $13.2K
|
90K
$6.34M
|