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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
12.5K+ 55.93% |
$714K - $780K
|
34.8K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$697K - $762K
|
12.2K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
11.8K+ 3.44% |
$672K - $734K
|
354K
$24.9M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.6K+ 25.59% |
$660K - $721K
|
56.7K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 222.58% |
$636K - $695K
|
16.1K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10.9K+ 7.36% |
$625K - $683K
|
160K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.9K+ 2.15% |
$622K - $679K
|
517K
$36.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.9KNew |
$620K - $677K
|
10.9K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.6KNew |
$603K - $659K
|
10.6K
$743K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$601K - $657K
|
10.5K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10KNew |
$571K - $624K
|
10K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
9.73K+ 39.04% |
$555K - $607K
|
34.6K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9.27KNew |
$529K - $578K
|
9.27K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.83K+ 17.1% |
$504K - $551K
|
60.5K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.82K+ 114.32% |
$504K - $551K
|
16.5K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.66KNew |
$495K - $541K
|
8.66K
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
8.6K+ 8.09% |
$491K - $537K
|
115K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.5K+ 15.96% |
$485K - $530K
|
61.7K
$4.34M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.46KNew |
$483K - $528K
|
8.46K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.33K+ 7.82% |
$476K - $520K
|
115K
$8.09M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.19KNew |
$468K - $511K
|
8.19K
$576K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.85K+ 20.19% |
$448K - $490K
|
46.7K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.8K+ 11.93% |
$445K - $487K
|
73.2K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.72K+ 56.64% |
$441K - $482K
|
21.4K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.38KNew |
$421K - $460K
|
7.38K
$519K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.32K+ 67.62% |
$418K - $457K
|
18.2K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.08KNew |
$404K - $442K
|
7.08K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.95K+ 3.99% |
$397K - $434K
|
181K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.49KNew |
$370K - $405K
|
6.49K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6.41K+ 22.61% |
$366K - $400K
|
34.8K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.36K+ 5.23% |
$363K - $397K
|
128K
$9.01M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.34K+ 3.66% |
$362K - $396K
|
180K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
6.3K+ 3.95% |
$360K - $393K
|
166K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
6.22K+ 1.58% |
$355K - $388K
|
400K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.21K+ 31.16% |
$355K - $388K
|
26.2K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.1KNew |
$349K - $381K
|
6.1K
$429K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
6.06KNew |
$346K - $378K
|
6.06K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.03K+ 1.08% |
$344K - $376K
|
563K
$39.6M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.01K+ 3.37% |
$343K - $375K
|
185K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.01K+ 55.05% |
$343K - $375K
|
16.9K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.71K+ 8.56% |
$326K - $356K
|
72.4K
$5.09M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.45K+ 15.29% |
$311K - $340K
|
41.1K
$2.89M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.41K+ 82.06% |
$309K - $338K
|
12K
$845K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
5.35K+ 7.62% |
$306K - $334K
|
75.6K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$289K - $316K
|
5.07K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.05K+ 5.11% |
$289K - $315K
|
104K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5KNew |
$286K - $312K
|
5K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.68KNew |
$267K - $292K
|
4.68K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67KNew |
$267K - $291K
|
4.67K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.36K+ 18.03% |
$249K - $272K
|
28.6K
$2.01M
|