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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$46.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.99K- 3.79% |
$81.4K - $93.1K
|
50.4K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.94K+ 6.71% |
$408K - $466K
|
158K
$6.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 4.81% |
$220K - $251K
|
117K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.99K+ 1.42% |
$164K - $187K
|
285K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5.83K- 3.67% |
$239K - $273K
|
153K
$6.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.45K+ 3.62% |
$100K - $115K
|
70.1K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.1KNew |
$905K - $1.04M
|
22.1K
$937K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125KNew |
$5.13M - $5.86M
|
125K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.88KNew |
$77.1K - $88.1K
|
1.88K
$79.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
442+ 7.81% |
$18.1K - $20.7K
|
6.1K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.1KNew |
$374K - $427K
|
9.1K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-125- 1.76% |
$5.13K - $5.86K
|
6.98K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-9.14K- 10.94% |
$375K - $429K
|
74.4K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-485- 9.73% |
$19.9K - $22.8K
|
4.5K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.4K+ 5.66% |
$469K - $537K
|
213K
$9.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.69KNew |
$233K - $267K
|
5.69K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
172+ 1.43% |
$7.06K - $8.07K
|
12.2K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.6K+ 8.58% |
$679K - $776K
|
210K
$8.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-332- 2.84% |
$13.6K - $15.6K
|
11.4K
$482K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 20.61% |
$480K - $549K
|
68.5K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
366+ 1.3% |
$15K - $17.2K
|
28.6K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-21K- 5.43% |
$860K - $983K
|
365K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
424+ 0.8% |
$17.4K - $19.9K
|
53.2K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-9.97K- 11.5% |
$409K - $468K
|
76.8K
$3.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.43K+ 4.49% |
$182K - $208K
|
103K
$4.37M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
39.5K+ 14.02% |
$1.62M - $1.85M
|
322K
$13.6M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.3K- 97.08% |
$913K - $1.08M
|
671
$28.5K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-135- 0.16% |
$5.53K - $6.52K
|
84.2K
$3.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.23K+ 12.5% |
$255K - $301K
|
56K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.32KNew |
$95K - $112K
|
2.32K
$98.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
361+ 0.63% |
$14.8K - $17.4K
|
57.4K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.33KNew |
$382K - $451K
|
9.33K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-841- 0.11% |
$34.4K - $40.6K
|
731K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
137+ 13700.0% |
$5.61K - $6.61K
|
138
$5.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.1KNew |
$1.73M - $2.03M
|
42.1K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$9.25K - $10.9K
|
226
$9.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.14K+ 48.52% |
$211K - $248K
|
15.7K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-84.9K- 42.54% |
$3.48M - $4.1M
|
115K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-30.6K- 10.37% |
$1.25M - $1.48M
|
265K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.8K+ 78.91% |
$2.57M - $3.03M
|
142K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.26KNew |
$256K - $302K
|
6.26K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.09K- 28.68% |
$331K - $391K
|
20.1K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 16.67% |
$328 - $386
|
56
$2.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124New |
$5.08K - $5.99K
|
124
$5.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.34K+ 39.06% |
$95.7K - $113K
|
8.32K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.34K+ 14539.13% |
$137K - $161K
|
3.37K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
956+ 9.79% |
$39.1K - $46.2K
|
10.7K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-36.1K- 20.26% |
$1.48M - $1.74M
|
142K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-473- 0.2% |
$19.4K - $22.8K
|
238K
$10.1M
|
|