Latest Institutional Transactions on American Centy ETF Tr Avantis (AVES)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVES) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
14.4K+ 17.62% |
$666K - $766K
|
96.3K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14+ 0.88% |
$647 - $743
|
1.61K
$76.4K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
205+ 7.75% |
$9.47K - $10.9K
|
2.85K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.71K- 5.21% |
$125K - $144K
|
49.4K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
271+ 263.11% |
$12.5K - $14.4K
|
374
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-20- 0.19% |
$924 - $1.06K
|
10.8K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.1% |
$462 - $531
|
10.5K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
137+ 2.18% |
$6.33K - $7.27K
|
6.42K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26.8K- 81.16% |
$1.24M - $1.42M
|
6.22K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
10.2KNew |
$470K - $540K
|
10.2K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
71.3KNew |
$3.29M - $3.79M
|
71.3K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
329New |
$15.2K - $17.5K
|
329
$15.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.23K+ 186.04% |
$380K - $437K
|
12.7K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
194K+ 254.56% |
$8.98M - $10.3M
|
271K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21K+ 9.54% |
$972K - $1.12M
|
242K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8.41KNew |
$388K - $446K
|
8.41K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
123+ 0.77% |
$5.68K - $6.53K
|
16.2K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
93.1KNew |
$4.3M - $4.94M
|
93.1K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 4.35% |
$1.16K - $1.33K
|
600
$28.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.34K+ 9.2% |
$200K - $230K
|
51.5K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23.8K+ 3.08% |
$1.1M - $1.26M
|
798K
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 20.53% |
$1.35M - $1.55M
|
171K
$8.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26K- 38.59% |
$1.2M - $1.38M
|
41.4K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.62K- 49.4% |
$306K - $352K
|
6.78K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
120K+ 18.28% |
$5.54M - $6.37M
|
776K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.3KNew |
$755K - $868K
|
16.3K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.12K+ 21.68% |
$329K - $378K
|
40K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.79K+ 15.2% |
$175K - $201K
|
28.7K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.72KNew |
$310K - $357K
|
6.72K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
65.6K+ 202.82% |
$3.03M - $3.48M
|
98K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 6.31% |
$50.7K - $58.2K
|
18.5K
$876K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.24KNew |
$242K - $278K
|
5.24K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 4.94% |
$220K - $252K
|
91.5K
$4.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
175+ 3.64% |
$8.09K - $9.29K
|
4.99K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
17KNew |
$784K - $901K
|
17K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.32K+ 10.36% |
$154K - $176K
|
35.4K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
192+ 0.09% |
$8.87K - $10.2K
|
218K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.12K+ 2.54% |
$144K - $166K
|
126K
$5.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.09K+ 10.64% |
$282K - $324K
|
63.3K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.73K+ 5.09% |
$126K - $145K
|
56.5K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 3.28% |
$152K - $175K
|
97.1K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 1493.56% |
$161K - $185K
|
3.71K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.7K+ 10.7% |
$495K - $569K
|
111K
$5.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
345+ 2.22% |
$15.9K - $18.3K
|
15.9K
$753K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
111KNew |
$5.12M - $5.89M
|
111K
$5.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 12.03% |
$6.56K - $7.54K
|
1.32K
$62.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.9K+ 24.07% |
$87.8K - $101K
|
9.79K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.26K+ 23.6% |
$104K - $120K
|
11.8K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
162KNew |
$7.46M - $8.58M
|
162K
$7.66M
|