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 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.25K+ 3.38% |
$243K - $265K
|
130K
$9.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$233K - $255K
|
4.08K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.83K+ 7.23% |
$219K - $239K
|
56.8K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.77K+ 20.16% |
$215K - $235K
|
22.5K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.77KNew |
$215K - $235K
|
3.77K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.73KNew |
$213K - $232K
|
3.73K
$262K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.7KNew |
$211K - $231K
|
3.7K
$260K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.69KNew |
$211K - $230K
|
3.69K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 3.52% |
$207K - $227K
|
107K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.52K+ 5.95% |
$201K - $219K
|
62.6K
$4.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
3.43KNew |
$196K - $214K
|
3.43K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
3.35K+ 185.4% |
$191K - $209K
|
5.16K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.17KNew |
$181K - $198K
|
3.17K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.06K+ 3.37% |
$174K - $191K
|
93.6K
$6.59M
|
|
|
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
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.04K+ 5.46% |
$173K - $189K
|
58.6K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.02K+ 24.81% |
$172K - $188K
|
15.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.99K+ 2.94% |
$171K - $187K
|
105K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.96K+ 81.75% |
$169K - $184K
|
6.57K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
2.83K+ 21.7% |
$162K - $177K
|
15.9K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 7.97% |
$159K - $173K
|
37.7K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.77K+ 22.78% |
$158K - $173K
|
14.9K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.6K+ 13.24% |
$148K - $162K
|
22.2K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.46K+ 37.0% |
$140K - $154K
|
9.11K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.45K+ 7.45% |
$140K - $153K
|
35.3K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 4.75% |
$139K - $152K
|
53.9K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.37K+ 5.64% |
$135K - $148K
|
44.3K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.37K+ 7.48% |
$135K - $148K
|
34K
$2.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 14.93% |
$133K - $145K
|
17.9K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 33.29% |
$131K - $143K
|
9.15K
$644K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.29K+ 7.06% |
$130K - $143K
|
34.7K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.21K+ 1.14% |
$126K - $138K
|
196K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.11K+ 1.91% |
$121K - $132K
|
113K
$7.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.11K+ 2.94% |
$121K - $132K
|
73.8K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.07K+ 4.48% |
$118K - $129K
|
48.2K
$3.39M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.96K+ 1.78% |
$112K - $122K
|
112K
$7.86M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.91K+ 18.07% |
$109K - $119K
|
12.5K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$106K - $116K
|
1.85K
$130K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.76K+ 159.19% |
$100K - $110K
|
2.86K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.68K+ 9.51% |
$95.9K - $105K
|
19.3K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.66K+ 8.07% |
$94.6K - $103K
|
22.2K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.65K+ 1.62% |
$94.2K - $103K
|
104K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.62K+ 3.9% |
$92.5K - $101K
|
43.1K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.43K+ 4.29% |
$81.4K - $89K
|
34.7K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.35KNew |
$76.9K - $84.1K
|
1.35K
$94.8K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.33K+ 2.14% |
$75.8K - $82.9K
|
63.4K
$4.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.26K+ 1.88% |
$72K - $78.7K
|
68.2K
$4.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.2K+ 11.56% |
$68.5K - $74.9K
|
11.6K
$815K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.19K+ 13.56% |
$67.7K - $73.9K
|
9.92K
$698K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.18K+ 5.8% |
$67.6K - $73.8K
|
21.6K
$1.52M
|