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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.13KNew |
$174K - $221K
|
4.13K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11K+ 6.0% |
$462K - $589K
|
194K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-698- 6.86% |
$29.3K - $37.4K
|
9.48K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 2.23% |
$85.7K - $109K
|
93.5K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
20.7K+ 16.5% |
$868K - $1.11M
|
146K
$7.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.41K+ 30.24% |
$59.3K - $75.7K
|
6.08K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
35.2K+ 14.89% |
$1.48M - $1.89M
|
271K
$14.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5+ 0.05% |
$210 - $268
|
10.2K
$553K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
2.08K+ 2.61% |
$87.4K - $112K
|
81.7K
$4.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 9.2% |
$494K - $631K
|
140K
$7.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
2K+ 3.26% |
$84.1K - $107K
|
63.4K
$3.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-15.1K- 23.08% |
$632K - $807K
|
50.1K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.23K- 1.18% |
$51.5K - $65.7K
|
103K
$5.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.2K+ 14.61% |
$303K - $386K
|
56.5K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-203- 0.87% |
$8.53K - $10.9K
|
23.3K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 39.74% |
$90K - $115K
|
7.54K
$410K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.36KNew |
$183K - $234K
|
4.36K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.64K+ 8.48% |
$153K - $195K
|
46.5K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
267+ 0.17% |
$11.2K - $14.3K
|
156K
$8.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.08K+ 3.22% |
$129K - $165K
|
98.6K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.03K- 7.35% |
$85.4K - $109K
|
25.6K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
80+ 1.4% |
$3.36K - $4.29K
|
5.81K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
424New |
$17.8K - $22.7K
|
424
$23.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-264- 2.05% |
$11.1K - $14.2K
|
12.6K
$686K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-301- 48.24% |
$12.6K - $16.1K
|
323
$17.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
610+ 5.22% |
$25.6K - $32.7K
|
12.3K
$668K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.09K+ 44.32% |
$130K - $165K
|
10K
$546K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.3K+ 1.99% |
$103K - $112K
|
118K
$6.41M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 9193.84% |
$600K - $653K
|
13.6K
$738K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.81K+ 18.49% |
$81K - $88.1K
|
11.6K
$631K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
40.8K+ 5.39% |
$1.82M - $1.98M
|
797K
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.18K- 33.91% |
$97.4K - $106K
|
4.24K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.6K+ 13.89% |
$1.5M - $1.63M
|
275K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.2% |
$939 - $1.02K
|
10.5K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.59KNew |
$250K - $272K
|
5.59K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.98KNew |
$223K - $242K
|
4.98K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.51K+ 6.99% |
$291K - $317K
|
99.6K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.61K+ 36.37% |
$206K - $224K
|
17.3K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.71KNew |
$434K - $472K
|
9.71K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.96K- 6.0% |
$132K - $144K
|
46.4K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.19K+ 12.92% |
$366K - $398K
|
71.5K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 77.89% |
$53.2K - $57.9K
|
2.72K
$148K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
66.7K+ 228.31% |
$2.98M - $3.25M
|
96K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-466- 0.51% |
$20.8K - $22.7K
|
91.1K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.29% |
$44.7 - $48.7
|
340
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 27.6% |
$635K - $691K
|
65.7K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-220K- 81.38% |
$9.85M - $10.7M
|
50.4K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
10.9K+ 64.02% |
$486K - $529K
|
27.8K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-239- 72.64% |
$10.7K - $11.6K
|
90
$4.89K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|