Latest Institutional Transactions on American Centy ETF Tr Avantis (AVEM)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) 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 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.92K+ 95.06% |
$433K - $464K
|
12.2K
$943K
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-830- 2.69% |
$60.7K - $65K
|
30K
$2.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
239+ 0.48% |
$17.5K - $18.7K
|
49.7K
$3.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-359- 75.9% |
$26.2K - $28.1K
|
114
$8.84K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 25.04% |
$441K - $473K
|
30.1K
$2.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
626+ 0.65% |
$45.8K - $49.1K
|
96.3K
$7.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
238KNew |
$17.4M - $18.6M
|
238K
$18.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
967+ 1.69% |
$70.7K - $75.8K
|
58.2K
$4.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
1.9K+ 16.27% |
$139K - $149K
|
13.6K
$1.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
149K+ 98.05% |
$10.9M - $11.7M
|
301K
$23.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29.4K+ 335.7% |
$2.15M - $2.3M
|
38.1K
$2.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11New |
$804 - $862
|
11
$853
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
21.9KNew |
$1.6M - $1.72M
|
21.9K
$1.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 13.84% |
$126K - $136K
|
14.2K
$1.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
380+ 0.4% |
$27.8K - $29.8K
|
94.4K
$7.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.81K- 13.33% |
$133K - $142K
|
11.8K
$915K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
249+ 3.46% |
$18.2K - $19.5K
|
7.44K
$577K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.79KNew |
$570K - $611K
|
7.79K
$605K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
75New |
$5.48K - $5.88K
|
75
$5.82K
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-2.53K- 5.29% |
$185K - $198K
|
45.3K
$3.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-345- 44.23% |
$25.2K - $27K
|
435
$33.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-144- 1.76% |
$10.5K - $11.3K
|
8.02K
$622K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.48K+ 41.26% |
$254K - $272K
|
11.9K
$923K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
32.2K+ 15.99% |
$2.36M - $2.53M
|
234K
$18.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
759+ 1.33% |
$55.5K - $59.5K
|
57.7K
$4.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.94K+ 29.22% |
$215K - $230K
|
13K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.05K+ 3.01% |
$369K - $395K
|
173K
$13.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-91.7K- 7.86% |
$6.71M - $7.19M
|
1.08M
$83.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.22K- 0.97% |
$381K - $409K
|
533K
$41.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-325- 7.79% |
$23.8K - $25.5K
|
3.85K
$298K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.12K+ 14.81% |
$81.6K - $87.4K
|
8.65K
$671K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.06KNew |
$77.5K - $83.1K
|
1.06K
$82.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.24K+ 163.14% |
$310K - $332K
|
6.83K
$530K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
955+ 1.45% |
$69.8K - $74.8K
|
66.6K
$5.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.28K- 7.77% |
$605K - $649K
|
98.4K
$7.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.95K+ 18.41% |
$435K - $466K
|
38.3K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
8.85KNew |
$646K - $693K
|
8.85K
$686K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$927K - $994K
|
12.7K
$984K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.07K- 2.61% |
$77.8K - $83.5K
|
39.7K
$3.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
118K+ 34.02% |
$8.63M - $9.25M
|
465K
$36.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-170- 5.6% |
$12.4K - $13.3K
|
2.87K
$222K
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
3.19K+ 3.02% |
$233K - $250K
|
109K
$8.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8New |
$585 - $627
|
8
$621
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
608+ 0.78% |
$44.4K - $47.6K
|
78.9K
$6.12M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.56K+ 2.18% |
$260K - $279K
|
167K
$13M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
478+ 9.65% |
$34.9K - $37.5K
|
5.43K
$421K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-617- 0.74% |
$45.1K - $48.3K
|
83.3K
$6.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-90- 0.07% |
$6.58K - $7.05K
|
138K
$10.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-198- 1.24% |
$14.5K - $15.5K
|
15.8K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-353- 7.62% |
$25.8K - $27.7K
|
4.28K
$332K
|
|