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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.77K- 6.52% |
$153K - $167K
|
54.1K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-46.3K- 50.28% |
$1.88M - $2.05M
|
45.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5.57K+ 0.73% |
$226K - $247K
|
769K
$34.2M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
3.83K+ 35.1% |
$155K - $170K
|
14.7K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
91+ 0.72% |
$3.7K - $4.03K
|
12.7K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215+ 21500.0% |
$8.73K - $9.53K
|
216
$9.61K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21.4K+ 7.05% |
$868K - $947K
|
324K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 45.13% |
$251K - $274K
|
7.52K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-530- 74.33% |
$21.5K - $23.5K
|
183
$8.14K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
571+ 122.01% |
$23.2K - $25.3K
|
1.04K
$46.2K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.05K+ 4.2% |
$83.2K - $90.7K
|
50.8K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
478+ 18.91% |
$19.4K - $21.2K
|
3.01K
$134K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$20.3K - $22.2K
|
500
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
82+ 0.63% |
$3.33K - $3.63K
|
13.1K
$584K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 57.87% |
$582K - $635K
|
39.1K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-11.5K- 32.68% |
$467K - $509K
|
23.7K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.85K+ 146.48% |
$319K - $348K
|
13.2K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-62.4K- 18.21% |
$2.53M - $2.76M
|
280K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.78K- 16.64% |
$194K - $212K
|
24K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 0.48% |
$18.3K - $19.9K
|
94.1K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.48KNew |
$263K - $287K
|
6.48K
$288K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-420- 0.41% |
$17.1K - $18.6K
|
103K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-4.93K- 99.78% |
$200K - $218K
|
11
$490
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15.9K+ 5.53% |
$647K - $706K
|
304K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
649+ 7.13% |
$26.4K - $28.8K
|
9.75K
$434K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29New |
$1.18K - $1.28K
|
29
$1.29K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.74K+ 25.3% |
$192K - $210K
|
23.5K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.47K- 0.95% |
$59.5K - $64.9K
|
152K
$6.78M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.4K+ 5.88% |
$219K - $239K
|
97.3K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.68K+ 1.57% |
$149K - $163K
|
238K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.69K+ 115.38% |
$231K - $252K
|
10.6K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
494+ 2.51% |
$20.1K - $21.9K
|
20.2K
$900K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.6K- 51.46% |
$187K - $204K
|
4.34K
$193K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$650 - $709
|
16
$712
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 54.06% |
$485K - $529K
|
34K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.7K+ 10.4% |
$881K - $961K
|
230K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-521- 9.07% |
$21.2K - $23.1K
|
5.22K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35.4KNew |
$1.44M - $1.57M
|
35.4K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.5K+ 16.1% |
$345K - $377K
|
61.3K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-8.97K- 49.33% |
$364K - $398K
|
9.21K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-913- 7.41% |
$37.1K - $40.5K
|
11.4K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.69K+ 1.42% |
$109K - $119K
|
192K
$8.54M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.31K+ 9.0% |
$256K - $279K
|
76.4K
$3.4M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
119+ 0.55% |
$4.83K - $5.27K
|
21.8K
$969K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
922+ 5.31% |
$37.5K - $40.9K
|
18.3K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.59K- 99.91% |
$186K - $203K
|
4
$178
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.9K+ 25.26% |
$607K - $662K
|
74.1K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
710New |
$28.8K - $31.5K
|
710
$31.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.72% |
$81.2 - $88.6
|
280
$12.5K
|