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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.32K+ 4.76% |
$297K - $324K
|
161K
$7.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-4.26K- 5.71% |
$173K - $189K
|
70.4K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.3K+ 5.4% |
$256K - $279K
|
123K
$5.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
8.52K+ 12.11% |
$346K - $377K
|
78.9K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
138New |
$5.61K - $6.11K
|
138
$6.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
23.9K+ 15.13% |
$971K - $1.06M
|
182K
$8.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.72KNew |
$192K - $209K
|
4.72K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.03K- 3.32% |
$164K - $178K
|
117K
$5.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11.1K+ 10.75% |
$450K - $491K
|
114K
$5.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 0.16% |
$609 - $665
|
9.4K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125KNew |
$5.07M - $5.53M
|
125K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.26K- 8.45% |
$173K - $189K
|
46.1K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.28% |
$812 - $886
|
7.24K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.31K+ 11.29% |
$93.8K - $102K
|
22.8K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-80- 0.66% |
$3.25K - $3.54K
|
12.1K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.13K+ 4.2% |
$45.9K - $50.1K
|
28K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
222+ 2.8% |
$9.02K - $9.84K
|
8.15K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.18% |
$406 - $443
|
5.62K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.32K+ 29.25% |
$135K - $147K
|
14.7K
$653K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
97.3KNew |
$3.95M - $4.31M
|
97.3K
$4.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86KNew |
$3.49M - $3.81M
|
86K
$3.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
801+ 1.51% |
$32.5K - $35.5K
|
54K
$2.4M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 88.36% |
$1.06M - $1.21M
|
3.41K
$152K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-16.5K- 1.37% |
$677K - $774K
|
1.18M
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19.1K+ 6.76% |
$783K - $895K
|
301K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$479K - $548K
|
11.7K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
8.33KNew |
$342K - $391K
|
8.33K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.34K- 28.06% |
$95.8K - $110K
|
5.99K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-13.4K- 9.41% |
$548K - $627K
|
129K
$5.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$862 - $985
|
21
$935
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-108- 14.73% |
$4.43K - $5.07K
|
625
$27.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
456+ 152.0% |
$18.7K - $21.4K
|
756
$33.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.09KNew |
$44.6K - $51K
|
1.09K
$48.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-125- 1.76% |
$5.13K - $5.86K
|
6.98K
$311K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
226New |
$9.25K - $10.9K
|
226
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.1KNew |
$1.73M - $2.03M
|
42.1K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 16.67% |
$328 - $386
|
56
$2.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.25KNew |
$256K - $302K
|
6.25K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75KNew |
$194K - $229K
|
4.75K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-23K- 26.01% |
$941K - $1.11M
|
65.4K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77New |
$3.15K - $3.72K
|
77
$3.43K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
12.7KNew |
$520K - $613K
|
12.7K
$565K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
93+ 2.96% |
$3.62K - $3.91K
|
3.24K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.34KNew |
$208K - $225K
|
5.34K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.67KNew |
$220K - $238K
|
5.67K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 7.05% |
$428 - $463
|
167
$7.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
32.8KNew |
$1.27M - $1.38M
|
32.8K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
159+ 23.01% |
$6.18K - $6.69K
|
850
$37.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22New |
$856 - $925
|
22
$979
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
565New |
$22K - $23.8K
|
565
$25.1K
|
|