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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
173+ 0.81% |
$7.1K - $8.12K
|
21.7K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
926+ 5.2% |
$38K - $43.4K
|
18.7K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.97K+ 2.71% |
$80.9K - $92.5K
|
74.7K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.74K+ 22.83% |
$71.6K - $81.8K
|
9.38K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
70+ 1.26% |
$2.87K - $3.28K
|
5.61K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-211- 2.59% |
$8.66K - $9.9K
|
7.92K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-25- 0.54% |
$1.03K - $1.17K
|
4.59K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.1M+ 4382.94% |
$45.2M - $51.7M
|
1.13M
$47.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-88- 1.2% |
$3.61K - $4.13K
|
7.22K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
119K+ 11.13% |
$4.88M - $5.58M
|
1.19M
$50.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-441- 1.83% |
$18.1K - $20.7K
|
23.7K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.52K+ 6.75% |
$268K - $306K
|
103K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.96K+ 15.16% |
$121K - $139K
|
22.5K
$955K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.77K+ 9.93% |
$196K - $224K
|
52.8K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
24.3K+ 43.32% |
$996K - $1.14M
|
80.3K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 4.81% |
$220K - $251K
|
117K
$4.96M
|
|
|
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
|
Sol Capital Management CO
|
SELL
|
- |
-1.99K- 3.79% |
$81.4K - $93.1K
|
50.4K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$46.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.3K+ 7.21% |
$258K - $295K
|
93.7K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
696+ 3.52% |
$28.6K - $32.6K
|
20.5K
$868K
|
|
|
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
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
125KNew |
$5.13M - $5.86M
|
125K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.1KNew |
$905K - $1.04M
|
22.1K
$937K
|
|
|
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
$387K
|
|
|
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
|
Bayshore Asset Management, LLC
|
BUY
|
- |
172+ 1.43% |
$7.06K - $8.07K
|
12.2K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.69KNew |
$233K - $267K
|
5.69K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.4K+ 5.66% |
$469K - $537K
|
213K
$9.06M
|
|
|
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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.7K+ 20.61% |
$480K - $549K
|
68.5K
$2.91M
|
|
|
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
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.6K+ 8.58% |
$679K - $776K
|
210K
$8.9M
|
|
|
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
$13.7M
|
|
| 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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.1KNew |
$1.73M - $2.03M
|
42.1K
$1.79M
|
|
|
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
|
|