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 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-20- 0.19% |
$924 - $1.06K
|
10.8K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8.41KNew |
$388K - $446K
|
8.41K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
205+ 7.75% |
$9.47K - $10.9K
|
2.85K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
23.8K+ 3.08% |
$1.1M - $1.26M
|
798K
$43.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.62K- 49.4% |
$306K - $352K
|
6.78K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26K- 38.59% |
$1.2M - $1.38M
|
41.4K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.72KNew |
$310K - $357K
|
6.72K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
175+ 3.64% |
$8.09K - $9.29K
|
4.99K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.24KNew |
$242K - $278K
|
5.24K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 3.45% |
$92.4 - $106
|
60
$3.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
182New |
$8.41K - $9.66K
|
182
$9.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25- 0.54% |
$1.16K - $1.33K
|
4.57K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-935- 93.13% |
$43.2K - $49.6K
|
69
$3.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.45K - $2.81K
|
53
$2.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.77% |
$970 - $1.11K
|
1.21K
$65.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
187K+ 4520.0% |
$8.62M - $9.91M
|
191K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-192- 1.69% |
$8.87K - $10.2K
|
11.2K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
400+ 3.67% |
$18.5K - $21.2K
|
11.3K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-500- 10.3% |
$23.1K - $26.5K
|
4.36K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.06% |
$416 - $478
|
16.3K
$888K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35- 2.14% |
$1.61K - $1.84K
|
1.6K
$86.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-2- -0.0% |
$92 - $105
|
59.8K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7+ 4.24% |
$322 - $368
|
172
$9.35K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
183+ 3.89% |
$8.42K - $9.62K
|
4.89K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
721New |
$33.2K - $37.9K
|
721
$39.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 83.0% |
$191K - $218K
|
9.15K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.06% |
$414 - $473
|
15.9K
$864K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25New |
$1.15K - $1.31K
|
25
$1.36K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21New |
$966 - $1.1K
|
21
$1.14K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.62K+ 11.14% |
$74.6K - $85.2K
|
16.2K
$880K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.64KNew |
$213K - $244K
|
4.64K
$252K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-90- 0.91% |
$4.14K - $4.73K
|
9.83K
$535K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36KNew |
$201K - $221K
|
4.36K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16KNew |
$741K - $812K
|
16K
$872K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48+ 0.26% |
$2.22K - $2.43K
|
18.6K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 175.35% |
$57.2K - $62.7K
|
1.94K
$106K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-720- 70.24% |
$31.2K - $34.4K
|
305
$16.6K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 0.49% |
$1.26K - $1.39K
|
5.85K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
234KNew |
$10.1M - $11.2M
|
234K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
361New |
$15.6K - $17.2K
|
361
$19.6K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.89K- 34.42% |
$169K - $186K
|
7.41K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63KNew |
$70.5K - $77.7K
|
1.63K
$88.5K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2New |
$83.4 - $92.5
|
2
$109
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-86- 1.38% |
$3.59K - $3.98K
|
6.14K
$334K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.45KNew |
$186K - $206K
|
4.45K
$242K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 86.67% |
$13.6K - $15K
|
50
$2.72K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
900New |
$37.5K - $41.6K
|
900
$48.9K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-699- 4.69% |
$30K - $32.5K
|
14.2K
$772K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
2.22K+ 3.53% |
$95.2K - $103K
|
65K
$3.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.1K- 41.76% |
$176K - $191K
|
5.72K
$311K
|
|