Latest Institutional Transactions on American Centy ETF Tr Avantis (AVRE)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVRE) 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 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30- 17.54% |
$1.16K - $1.35K
|
141
$6.27K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.52K+ 84.14% |
$175K - $203K
|
9.89K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
533+ 10.12% |
$20.7K - $23.9K
|
5.8K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-636- 4.25% |
$24.6K - $28.6K
|
14.3K
$637K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63.8K+ 46.96% |
$2.47M - $2.87M
|
200K
$8.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22.9KNew |
$889K - $1.03M
|
22.9K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.47K+ 3.75% |
$328K - $380K
|
234K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 98.5% |
$145K - $168K
|
57
$2.54K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.31K+ 5.13% |
$50.8K - $58.8K
|
26.8K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
147+ 2.18% |
$5.7K - $6.6K
|
6.89K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.06K- 82.68% |
$79.9K - $92.6K
|
432
$19.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-410- 6.48% |
$15.9K - $18.4K
|
5.91K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-644- 0.41% |
$25K - $28.9K
|
157K
$6.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.72% |
$1.59K - $1.84K
|
5.76K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
9.24K+ 7.75% |
$358K - $415K
|
129K
$5.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21.9K+ 21.04% |
$849K - $984K
|
126K
$5.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 13.37% |
$403K - $467K
|
88.1K
$3.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-11.4K- 16.28% |
$442K - $513K
|
58.7K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
7.58K+ 2.47% |
$294K - $340K
|
314K
$14M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-2.75K- 7.72% |
$107K - $123K
|
32.8K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.14K- 0.86% |
$122K - $141K
|
363K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-10K- 3.25% |
$388K - $450K
|
298K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
237New |
$9.18K - $10.6K
|
237
$10.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-365- 1.04% |
$14.1K - $16.4K
|
34.7K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 1.15% |
$3.26K - $3.77K
|
7.37K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.44K+ 3.81% |
$327K - $379K
|
230K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-309- 1.1% |
$12K - $13.9K
|
27.8K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.95K+ 2.1% |
$269K - $312K
|
338K
$15M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-16.1K- 15.3% |
$624K - $723K
|
89.1K
$3.97M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-8.58K- 7.78% |
$332K - $385K
|
102K
$4.52M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25.3K- 97.46% |
$1.03M - $1.12M
|
659
$29.3K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13.3K+ 1.12% |
$542K - $591K
|
1.2M
$53.5M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
67New |
$2.72K - $2.97K
|
67
$2.98K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15KNew |
$610K - $665K
|
15K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6.41K- 8.35% |
$260K - $284K
|
70.3K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.72% |
$40.6 - $44.3
|
139
$6.19K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-188- 0.22% |
$7.64K - $8.33K
|
83.7K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
700+ 6.37% |
$28.4K - $31K
|
11.7K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
454+ 0.79% |
$18.4K - $20.1K
|
58.1K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.3K+ 89.06% |
$2.21M - $2.41M
|
115K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
28.3K+ 97.89% |
$1.15M - $1.25M
|
57.1K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.29K+ 38.9% |
$337K - $367K
|
29.6K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.8KNew |
$926K - $1.01M
|
22.8K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.04K- 3.69% |
$42.4K - $46.3K
|
27.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.47K- 52.24% |
$303K - $331K
|
6.83K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.27K- 38.58% |
$92K - $100K
|
3.61K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2K+ 6.62% |
$576K - $629K
|
228K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32KNew |
$1.3M - $1.42M
|
32K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$52.4K - $57.1K
|
1.29K
$57.4K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.24K+ 4.65% |
$254K - $277K
|
140K
$6.25M
|
|