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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.13K+ 188.67% |
$50.6K - $55.1K
|
1.73K
$94.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-108- 15.67% |
$4.83K - $5.25K
|
581
$31.6K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
181K+ 23.27% |
$8.08M - $8.79M
|
957K
$52M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
84.1KNew |
$3.76M - $4.09M
|
84.1K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 309.3% |
$860K - $935K
|
25.4K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-120- 32.09% |
$5.37K - $5.84K
|
254
$13.8K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
19.6K+ 34.77% |
$878K - $956K
|
76.1K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
20.9KNew |
$935K - $1.02M
|
20.9K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.76% |
$626 - $681
|
1.87K
$102K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99K+ 101.95% |
$4.42M - $4.81M
|
196K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477New |
$21.3K - $23.2K
|
477
$25.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 73.65% |
$609K - $663K
|
32.1K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
21.6KNew |
$965K - $1.05M
|
21.6K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.4KNew |
$375K - $408K
|
8.4K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.03K- 55.24% |
$404K - $439K
|
7.32K
$398K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
318New |
$14.2K - $15.5K
|
318
$17.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-174- 13.16% |
$7.78K - $8.47K
|
1.15K
$62.4K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.41K+ 24.01% |
$108K - $117K
|
12.4K
$676K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.44K+ 18.61% |
$332K - $362K
|
47.4K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-619- 0.38% |
$27.7K - $30.1K
|
161K
$8.75M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.16K- 7.32% |
$52K - $56.6K
|
14.7K
$801K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
842+ 11.96% |
$37.6K - $41K
|
7.88K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.4K+ 10.38% |
$597K - $650K
|
142K
$7.72M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-267- 0.6% |
$11.9K - $13K
|
44.4K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.58K+ 2.85% |
$160K - $174K
|
129K
$7.03M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
216+ 0.25% |
$9.66K - $10.5K
|
87.2K
$4.74M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15.2KNew |
$679K - $739K
|
15.2K
$826K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-29- 0.12% |
$1.3K - $1.41K
|
25K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
11.2K+ 11.68% |
$503K - $547K
|
108K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.9K+ 15.22% |
$754K - $821K
|
128K
$6.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-98- 9.53% |
$4.38K - $4.77K
|
930
$50.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-92- 0.52% |
$4.11K - $4.48K
|
17.4K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.92K+ 11.06% |
$175K - $190K
|
39.3K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.86K+ 7.4% |
$173K - $188K
|
56K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.6K+ 20.19% |
$1.55M - $1.68M
|
206K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.96KNew |
$267K - $290K
|
5.96K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.83K+ 6.37% |
$81.7K - $88.9K
|
30.5K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 7.58% |
$149K - $162K
|
47.3K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.2K+ 14.79% |
$98.5K - $107K
|
17.1K
$930K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
41.2K+ 37.13% |
$1.84M - $2M
|
152K
$8.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2K- 0.92% |
$89.3K - $97.2K
|
216K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
500+ 5.59% |
$22.4K - $24.3K
|
9.44K
$513K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
330+ 4.85% |
$14.8K - $16.1K
|
7.13K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.89K+ 6.34% |
$263K - $286K
|
98.8K
$5.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
934+ 6.64% |
$41.8K - $45.4K
|
15K
$815K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.42K+ 3.03% |
$421K - $458K
|
321K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.65KNew |
$253K - $275K
|
5.65K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.6KNew |
$2.89M - $3.14M
|
64.6K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
578+ 3.15% |
$25.8K - $28.1K
|
18.9K
$1.03M
|
|
| Q4 2024 | |||||||
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-42.8K- 5.37% |
$1.98M - $2.27M
|
754K
$41M
|
|