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 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-837- 0.93% |
$49K - $55.4K
|
89.4K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.22K+ 5.6% |
$71.6K - $80.8K
|
23.1K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
981+ 10.64% |
$57.5K - $64.9K
|
10.2K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
88.5KNew |
$5.19M - $5.86M
|
88.5K
$5.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.68K- 2.35% |
$98.4K - $111K
|
69.9K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
563+ 4.93% |
$33K - $37.2K
|
12K
$718K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-249- 3.56% |
$14.6K - $16.5K
|
6.75K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.6KNew |
$912K - $1.03M
|
15.6K
$932K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.29% |
$527 - $595
|
3.08K
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-7.53K- 15.53% |
$441K - $498K
|
41K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
670+ 3.21% |
$39.3K - $44.3K
|
21.6K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19K+ 3.19% |
$69.5K - $78.5K
|
38.4K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7+ 0.11% |
$410 - $463
|
6.19K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.34K+ 0.24% |
$78.2K - $88.3K
|
557K
$33.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 3.39% |
$98.8K - $112K
|
51.4K
$3.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.09K+ 4.33% |
$415K - $469K
|
171K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.83K+ 1.06% |
$166K - $187K
|
271K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13+ 0.12% |
$762 - $860
|
11.2K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.2KNew |
$776K - $876K
|
13.2K
$792K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.61K+ 5.89% |
$270K - $305K
|
82.8K
$4.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-9.18K- 4.33% |
$538K - $607K
|
203K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.15K+ 1.02% |
$67.1K - $75.8K
|
113K
$6.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16New |
$937 - $1.06K
|
16
$957
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.5K- 4.67% |
$617K - $697K
|
215K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-315- 0.67% |
$18.5K - $20.8K
|
46.4K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.38K+ 2.13% |
$198K - $224K
|
162K
$9.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-5.12K- 16.88% |
$300K - $339K
|
25.2K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 2.17% |
$77.7K - $87.7K
|
62.4K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
62.4K+ 17.09% |
$3.66M - $4.13M
|
427K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.17K+ 5.58% |
$537K - $607K
|
173K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7.83K+ 5.56% |
$459K - $518K
|
149K
$8.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.38K+ 11.64% |
$550K - $621K
|
90K
$5.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
37.8K+ 4.69% |
$2.22M - $2.5M
|
844K
$50.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.21K+ 2.23% |
$188K - $212K
|
147K
$8.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.03K+ 18.36% |
$353K - $399K
|
38.9K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 5.29% |
$2.05K - $2.31K
|
697
$41.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
17.9K+ 14.01% |
$1.05M - $1.18M
|
146K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.46KNew |
$203K - $229K
|
3.46K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
58.3KNew |
$3.42M - $3.86M
|
58.3K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
3.87K+ 10.27% |
$227K - $256K
|
41.5K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11K+ 24.56% |
$642K - $724K
|
55.6K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
84.1KNew |
$4.93M - $5.56M
|
84.1K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.25K- 4.75% |
$73.2K - $82.7K
|
25K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 12.56% |
$356K - $402K
|
54.5K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
355+ 1.7% |
$20.8K - $23.5K
|
21.3K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.05K+ 10.75% |
$61.6K - $69.5K
|
10.8K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.83K- 0.93% |
$107K - $121K
|
196K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.08K- 33.95% |
$415K - $468K
|
13.8K
$824K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
285+ 2.44% |
$16.7K - $18.8K
|
12K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.5K+ 4.69% |
$1.55M - $1.75M
|
592K
$35.4M
|